J.P. Morgan Wealth Management – Private Client Advisor - Hudson, Ohio

Location: Hudson, OH, 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 Hudson, Ohio branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive financial planning, investment advice, and wealth management solutions tailored to their unique needs. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and a global network of experts, to help clients achieve their long-term financial goals in a dynamic and supportive environment. Your primary focus will be on building deep, lasting relationships with clients in the Hudson community, conducting thorough financial assessments, and recommending personalized strategies such as diversified portfolios, retirement planning, and estate management. You will collaborate closely with branch colleagues and J.P. Morgan specialists to deliver seamless service, while prospecting for new opportunities through networking and referrals. Compliance with regulatory standards and adherence to J.P. Morgan's client-first principles will be integral to your success, ensuring ethical and transparent advisory practices. This position offers the chance to thrive in a high-impact role within the financial services industry, with opportunities for professional growth through J.P. Morgan's renowned training programs. If you are passionate about empowering clients' financial futures and excel in a client-centric, branch-based setting, we invite you to bring your expertise to our team in Hudson, Ohio.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Hudson, Ohio branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive needs assessments and recommend suitable J.P. Morgan Wealth Management solutions, including investment portfolios, retirement plans, and estate strategies
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Prospect for new clients through referrals, community networking, and branch events in the local Hudson market
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client needs
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Educate clients on financial products, market trends, and economic factors impacting their wealth
• Track and report on client portfolio performance and business development metrics to senior management
• Participate in ongoing professional development to stay current with industry best practices and J.P. Morgan tools

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 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 investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment in Hudson, Ohio
• 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 with J.P. Morgan Chase products and platforms
• Bilingual proficiency to serve diverse client bases in the Hudson area
• Previous success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of estate planning and retirement strategies tailored to high-net-worth individuals

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
• Knowledge of wealth management products
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Market research and economic analysis
• Negotiation and advisory persuasion
• Team collaboration and leadership

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 financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Hudson, Ohio location

JP Morgan Chase is an equal opportunity employer.