J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg and Stafford, VA

Location: Fredericksburg, VA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Fredericksburg and Stafford, VA branches. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice tailored to their unique goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and a global network of experts, to help clients achieve financial security and growth. This position is ideal for professionals passionate about wealth management and committed to building lasting relationships in a dynamic retail environment. Your primary focus will be on understanding clients' financial situations, from retirement aspirations to estate planning needs, and crafting personalized strategies that incorporate J.P. Morgan's diverse offerings, such as equities, fixed income, alternative investments, and lending solutions. You will collaborate closely with branch colleagues to provide seamless service, while actively prospecting for new opportunities through local networking, client referrals, and educational events. Compliance and ethical standards are paramount, ensuring all advice adheres to regulatory guidelines and prioritizes client interests above all. Success in this role requires a blend of technical expertise and interpersonal skills to thrive in the competitive financial services landscape. You will track key performance indicators like assets under management and client retention, contributing to J.P. Morgan's mission of empowering clients' financial futures. With opportunities for career advancement within our prestigious firm, this position offers a rewarding path for those eager to make a meaningful impact in the Fredericksburg and Stafford communities.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Fredericksburg and Stafford branches
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and portfolio management
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and conducting seminars or community events
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure alignment with risk tolerance
• Maintain compliance with all regulatory requirements, including documentation and reporting for FINRA and SEC
• Educate clients on J.P. Morgan's suite of products, such as investment accounts, lending solutions, and digital banking tools
• Track performance metrics, including assets under management (AUM) growth and client satisfaction scores
• Participate in ongoing professional development to stay current with industry trends and J.P. Morgan's best practices
• Foster long-term client relationships to drive referrals and expand J.P. Morgan's presence in the local community

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Fredericksburg and Stafford areas
• Previous success in generating new business through networking and referrals in community settings
• Knowledge of local economic trends and client needs in the Virginia market

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan proprietary tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data analysis for client reporting
• Networking and community engagement
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible roles and commuter benefits

JP Morgan Chase is an equal opportunity employer.