J.P. Morgan Wealth Management – Private Client Advisor - Hartford, CT

Location: Hartford, CT, 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 Hartford, CT branch. In this client-centric role, you will deliver comprehensive financial planning and tailored investment advice to affluent individuals and families, helping them achieve their long-term wealth goals. As a key member of our branch team, you will leverage J.P. Morgan's global resources and innovative platforms to provide holistic solutions, including portfolio management, retirement strategies, and estate planning. This position offers the opportunity to build meaningful relationships in the Hartford community while contributing to the firm's reputation as a leader in wealth management. Your primary focus will be on understanding clients' unique financial situations, assessing their risk profiles, and recommending personalized strategies using J.P. Morgan's suite of products, such as Chase Private Client services and J.P. Morgan Investment Management offerings. You will collaborate with specialists in lending, trusts, and alternatives to ensure seamless delivery of integrated wealth solutions. Success in this role requires proactive client engagement, from initial consultations to ongoing portfolio reviews, all while adhering to the highest standards of compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who thrive in a dynamic, branch-based environment and are passionate about empowering clients to navigate complex financial landscapes. With access to cutting-edge tools and continuous professional development, you will grow your expertise and expand your book of business in one of Connecticut's vibrant markets. Join J.P. Morgan Wealth Management to make a lasting impact on clients' financial futures while advancing your career in a supportive, high-performance culture.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Hartford area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including risk tolerance analysis, goal setting, and portfolio recommendations
• Collaborate with branch teams and specialists to deliver holistic wealth solutions, such as lending, trust services, and alternative investments
• Prospect and acquire new clients through networking, referrals, and community involvement in Connecticut
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to adjust strategies and communicate updates effectively
• Educate clients on J.P. Morgan's investment products, including mutual funds, ETFs, and managed accounts
• Participate in branch events and training to enhance client experience and team performance
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting with flexible hours to meet client needs
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase products and services
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Hartford
• Previous success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Tax and estate planning knowledge
• Analytical problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match up to 6%
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Hartford area

JP Morgan Chase is an equal opportunity employer.