J.P. Morgan Wealth Management – Private Client Advisor - Gretna, Nebraska

Location: Gretna, NE, 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 Gretna, Nebraska. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and innovative tools to help clients achieve their financial goals, from retirement planning and education funding to legacy building and investment diversification. This position is ideal for professionals passionate about the financial services industry, offering the opportunity to make a meaningful impact in a growing community like Gretna. Your day-to-day responsibilities will include conducting in-depth financial reviews, crafting personalized investment strategies, and fostering enduring client relationships within the local Nebraska market. You will collaborate closely with J.P. Morgan Chase's network of experts to provide access to premium products, including equities, fixed income, alternatives, and banking integration through Chase. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance wealth portfolios while ensuring adherence to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge technology, robust training, and a supportive culture that values diversity and inclusion. In Gretna, you will contribute to a dynamic team environment that prioritizes community engagement and client success. If you are a licensed financial professional with a proven ability to drive results, join us to advance your career while helping clients navigate the complexities of today's financial landscape.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, retirement, and estate planning
• Develop and maintain long-term relationships with private clients in the Gretna, Nebraska branch, identifying opportunities to deepen client engagement
• Conduct comprehensive financial assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with J.P. Morgan Chase teams, including bankers and specialists, to deliver holistic wealth management solutions
• Prospect for new clients through community networking, referrals, and branch events in the local Gretna area
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Educate clients on J.P. Morgan's suite of products, such as brokerage accounts, mutual funds, and alternative investments
• Track and report on portfolio performance, adjusting strategies based on market conditions and client needs
• Participate in ongoing professional development to stay current with financial industry trends and J.P. Morgan policies

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 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 in a branch-based setting in Gretna, Nebraska, with flexible hours including evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Nebraska
• Prior success in meeting sales targets and growing assets under management in a competitive 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, CRM systems)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical judgment in financial advising

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, including gym memberships and mental health support
• Relocation assistance if applicable for the Gretna, Nebraska location

JP Morgan Chase is an equal opportunity employer.