J.P. Morgan Wealth Management – Private Client Advisor - Gilbert, AZ

Location: Gilbert, AZ, 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 branch in Gilbert, AZ. 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, cutting-edge research, and innovative tools to provide holistic financial planning, including investment strategies, retirement planning, estate management, and risk mitigation. Your focus will be on building enduring client relationships while driving asset growth and ensuring compliance with industry regulations in a dynamic, client-centric environment. Key to success in this position is your ability to prospect and engage with high-potential clients in the Gilbert community, conducting in-depth financial assessments to uncover opportunities for personalized advice. You will collaborate with J.P. Morgan specialists, such as tax experts and investment strategists, to craft bespoke portfolios that align with clients' risk tolerances and life objectives. By staying abreast of market trends and economic shifts, you will proactively adjust strategies to optimize performance, all while fostering trust through transparent communication and exceptional service. This role demands a blend of analytical prowess and interpersonal finesse to navigate the complexities of the financial services landscape. J.P. Morgan Wealth Management is committed to empowering advisors like you with robust support, including ongoing training, technology platforms, and a collaborative culture that values innovation and integrity. Joining our team in Gilbert, AZ, offers the chance to contribute to a prestigious firm renowned for its leadership in wealth management, while advancing your career in a rewarding, high-impact position. If you are passionate about helping clients achieve financial security and growth, we invite you to bring your expertise to J.P. Morgan.

Key Responsibilities

• Develop and maintain long-term relationships with private clients, providing personalized financial advice and planning
• Conduct comprehensive financial assessments to identify client needs in investments, retirement, estate planning, and more
• Recommend and implement tailored investment portfolios using J.P. Morgan's research and resources
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in Gilbert, AZ
• Ensure all advisory activities comply with regulatory standards and J.P. Morgan's ethical guidelines
• Monitor client portfolios and adjust strategies based on market conditions and life events
• Educate clients on financial products, market trends, and risk management
• Track and report on client portfolio performance and relationship metrics
• Participate in ongoing professional development and training provided by J.P. Morgan Wealth Management

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client relationship management and asset growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment in Gilbert, AZ
• Clean background check and compliance with FINRA requirements

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with high-net-worth individuals and families in the Southwest region
• Familiarity with J.P. Morgan's proprietary wealth management tools and platforms
• Bilingual skills, particularly Spanish, to serve diverse clients in Gilbert, AZ
• Previous experience in a J.P. Morgan Chase branch or similar financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Estate and tax planning basics
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and holidays
• Professional development programs and tuition reimbursement
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs and mental health support resources
• Relocation assistance for eligible candidates in Gilbert, AZ

JP Morgan Chase is an equal opportunity employer.