J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NV

Location: Henderson, NV, 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 Henderson, NV branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering holistic wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and expertise, you will create customized financial plans encompassing investments, retirement strategies, tax optimization, and estate planning. This position is ideal for a client-focused professional passionate about helping others achieve financial security in the dynamic financial services landscape. Your day-to-day responsibilities will include building and nurturing deep relationships with private clients, conducting in-depth needs assessments, and recommending tailored J.P. Morgan products such as mutual funds, ETFs, and alternative investments. You will collaborate seamlessly with cross-functional teams, including J.P. Morgan bankers and specialists, to provide seamless service. In the vibrant Henderson community, you will also engage in local networking to attract new clients, ensuring our branch remains a cornerstone of financial empowerment. Compliance and ethical advisory practices are paramount, as you guide clients through market volatilities while adhering to all regulatory standards. We value professionals who thrive in a branch-based environment, combining analytical prowess with interpersonal excellence. As a Private Client Advisor, you will have access to J.P. Morgan's cutting-edge technology and research, empowering you to deliver superior outcomes. Join us to advance your career in wealth management, contribute to client success stories, and be part of a firm renowned for innovation and integrity in the financial industry. This role offers significant growth potential within J.P. Morgan Chase, where your dedication can shape the futures of countless families.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and proactive outreach to meet their evolving needs
• Collaborate with J.P. Morgan Wealth Management teams, including investment specialists and bankers, to deliver comprehensive wealth solutions
• Identify opportunities to grow client portfolios through J.P. Morgan's suite of products, such as investment management, retirement planning, and estate strategies
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Prospect and acquire new clients within the Henderson, NV community through networking, referrals, and branch-based initiatives
• Utilize J.P. Morgan's digital tools and analytics to monitor market trends and optimize client portfolios
• Educate clients on financial products, market conditions, and risk management to empower informed decision-making
• Participate in branch events and community outreach to enhance J.P. Morgan's presence in the local area
• Maintain accurate records of client interactions and transactions in compliance with internal and regulatory requirements

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 advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance within the U.S. financial sector
• Ability to work independently in a branch environment while collaborating with J.P. Morgan teams
• 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 high-net-worth individuals or families in wealth management
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual skills, particularly Spanish, to serve diverse client bases in Henderson, NV
• Previous experience in a J.P. Morgan Chase branch or similar large 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, J.P. Morgan tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Digital literacy for client platforms
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness benefits, such as gym memberships and mental health support
• Relocation assistance if applicable, and commuter benefits for Henderson, NV location

JP Morgan Chase is an equal opportunity employer.