J.P. Morgan Wealth Management - Private Client Advisor - Greater Northeast Miami

Location: 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 Greater Northeast Miami branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive planning and advice to help them achieve their financial goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including access to sophisticated investment tools, research, and a network of experts, to provide personalized strategies in wealth management, retirement planning, and estate solutions tailored to the diverse needs of Miami's affluent clientele. Your primary focus will be building and nurturing long-term client relationships through exceptional service and proactive engagement. You will conduct in-depth financial assessments, recommend diversified investment portfolios, and integrate J.P. Morgan's banking and lending products to offer holistic advice. Collaborating with internal specialists, you will address complex needs such as tax-efficient strategies, philanthropic giving, and alternative investments, all while ensuring adherence to the highest regulatory and ethical standards. This position offers the opportunity to thrive in a dynamic, client-centric environment where your expertise directly impacts client success and firm growth. Success in this role requires a passion for financial advisory and a commitment to J.P. Morgan's client-first culture. You will prospect for new business within the vibrant Greater Northeast Miami community, participate in local networking, and drive asset acquisition while maintaining portfolio oversight. With competitive compensation, robust professional development, and the backing of J.P. Morgan Chase's global platform, this is an ideal opportunity for a seasoned advisor to advance their career in wealth management.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Greater Northeast Miami branch, identifying opportunities to deepen client engagement
• Conduct thorough needs assessments, recommend tailored investment portfolios, retirement strategies, and estate planning solutions
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in lending, philanthropy, and alternative investments, to deliver holistic advice
• Prospect for new clients through referrals, networking events, and community involvement in the local Miami area
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies based on market conditions and life events
• Educate clients on J.P. Morgan's suite of products, including banking, lending, and investment services
• Achieve sales and growth targets while upholding the highest standards of client service and ethical practices
• Participate in branch initiatives to enhance the overall client experience and team performance

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) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of client relationship management and asset growth in a financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in the Greater Northeast Miami area
• Clean U-4 record and compliance history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Miami market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory knowledge (SEC, FINRA compliance)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis for client reporting
• Team collaboration
• Adaptability to market changes

Benefits

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

JP Morgan Chase is an equal opportunity employer.