J.P. Morgan Wealth Management - Private Client Advisor - Greater Southwest 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 branch in Greater Southwest Miami, Florida. In this client-centric role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, all while fostering enduring relationships in a vibrant, multicultural community. This position offers the opportunity to make a meaningful impact in one of Miami's dynamic growth areas, combining branch-based accessibility with the prestige of a leading global financial institution. As a Private Client Advisor, your primary focus will be on understanding client goals and providing holistic advice that encompasses retirement, education funding, tax efficiency, and legacy planning. You will collaborate with J.P. Morgan's network of specialists to integrate banking, lending, and alternative investment options, ensuring seamless execution of personalized strategies. Success in this role requires a deep commitment to fiduciary standards, proactive client engagement, and the ability to adapt to evolving market conditions using our proprietary research and analytics tools. In Greater Southwest Miami, you will engage with a diverse clientele, drawing on cultural insights to build trust and drive client satisfaction. J.P. Morgan Wealth Management is renowned for its client-first approach and innovative solutions, empowering advisors like you to thrive in a supportive environment. We invest in your professional growth through ongoing training, access to industry-leading technology, and a collaborative team culture. If you are passionate about financial advisory and ready to contribute to J.P. Morgan's legacy of excellence, this role offers unparalleled opportunities for career advancement and personal achievement in the heart of South Florida.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Greater Southwest Miami area
• Develop and maintain long-term relationships with clients through proactive needs assessments and tailored wealth management solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, tax optimization, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment services to deliver holistic client solutions
• Prospect and acquire new clients within the local community while adhering to compliance and risk management protocols
• Utilize J.P. Morgan's proprietary tools and research to recommend investment portfolios aligned with client goals
• Educate clients on market trends, economic factors, and J.P. Morgan Wealth Management offerings
• Monitor client portfolios and adjust strategies based on performance and life events
• Ensure all advisory activities comply with federal and state regulations, including KYC and AML requirements
• Participate in branch events and community outreach to enhance J.P. Morgan's presence in Southwest Miami

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 advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to thrive in a branch-based setting serving the Greater Southwest Miami community
• Commitment to ethical standards and fiduciary responsibilities as per FINRA and SEC guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client bases in multicultural markets like Miami
• Bilingual proficiency in English and Spanish to better serve the local demographic
• Prior experience with J.P. Morgan Chase products and 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 compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and business development
• Cultural sensitivity and empathy
• Time management and organization
• Data interpretation from market research
• Negotiation and advisory persuasion
• Team collaboration with internal partners
• Digital literacy in CRM systems like Salesforce

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Greater Southwest Miami area

JP Morgan Chase is an equal opportunity employer.