J.P. Morgan Wealth Management - Private Client Advisor - Gainesville, FL

Location: Gainesville, FL, 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 Gainesville, FL branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge platforms to provide holistic financial planning, including investment strategies, retirement planning, estate planning, and banking integration. Your focus will be on fostering long-term client relationships while navigating the dynamic financial landscape of the Southeast U.S., particularly in the vibrant Gainesville community. Key to success in this position is your ability to prospect and engage high-potential clients through personalized consultations and community involvement. You will collaborate seamlessly with J.P. Morgan's network of experts to offer a full spectrum of services, from customized investment portfolios to lending solutions, all while ensuring adherence to the highest standards of regulatory compliance and ethical practices. This role demands a proactive approach to client education, empowering individuals and families to make informed decisions that align with their aspirations for financial security and growth. J.P. Morgan Wealth Management is committed to innovation and client-centric service, and as a Private Client Advisor, you will contribute to our mission of helping clients achieve their dreams. With access to proprietary research, advanced analytics, and a supportive team environment, you will thrive in a role that combines financial expertise with meaningful impact. If you are passionate about wealth management and ready to elevate your career in a prestigious institution, we invite you to bring your skills to J.P. Morgan in Gainesville, FL.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer strategies
• Conduct comprehensive client needs assessments to develop tailored financial plans using J.P. Morgan's proprietary tools and resources
• Prospect, acquire, and retain high-value clients within the Gainesville, FL community through networking, referrals, and branch-based interactions
• Collaborate with J.P. Morgan bankers, investment specialists, and other teams to deliver holistic wealth management solutions
• Monitor client portfolios, execute investment recommendations, and adjust strategies based on market conditions and client goals
• Ensure compliance with all federal and state regulations, including FINRA and SEC guidelines, while maintaining accurate documentation
• Educate clients on J.P. Morgan's suite of products, including banking, lending, and investment services
• Participate in local community events and business development activities to enhance J.P. Morgan's presence in Gainesville
• Track and report on client satisfaction metrics and business performance to senior management
• Stay abreast of industry trends, economic developments, and J.P. Morgan's evolving wealth management offerings

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial advising, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the U.S. financial markets
• Ability to work independently in a branch-based environment while collaborating with J.P. Morgan teams
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals or families in the Southeast U.S. market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse clients in Gainesville, FL
• Previous experience in a J.P. Morgan Chase branch or similar large financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Analytical thinking
• Empathy and active listening
• Negotiation and persuasion
• Adaptability to market changes
• Team collaboration

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Parental leave benefits and family support programs
• Wellness incentives including gym memberships and mental health support services

JP Morgan Chase is an equal opportunity employer.