J.P. Morgan Wealth Management – Private Client Advisor - Huntington / Charleston, WV

Location: Huntington, WV, 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 Huntington/Charleston, WV. In this role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and tailored investment strategies to help them achieve their long-term goals. As a key member of our branch team, you will leverage J.P. Morgan's world-class resources to deliver personalized advice on wealth accumulation, preservation, and transfer, while integrating seamless access to Chase banking services. This position is ideal for a client-focused professional passionate about the financial services industry and committed to making a positive impact in the West Virginia community. Your primary focus will be on building deep, enduring relationships with private clients by understanding their unique financial situations and aspirations. You will conduct thorough needs assessments, recommend diversified investment portfolios, and provide ongoing guidance on topics such as retirement planning, tax strategies, and estate planning. Collaborating closely with J.P. Morgan specialists and branch colleagues, you will ensure clients benefit from our holistic approach to wealth management, including access to exclusive research, alternative investments, and digital tools. Success in this role requires a proactive mindset for client acquisition through networking, referrals, and local engagement in Huntington and Charleston. J.P. Morgan Chase is committed to fostering an inclusive environment where diverse perspectives drive innovation in financial services. As a Private Client Advisor, you will uphold the highest standards of integrity and compliance, adhering to all regulatory requirements while delivering exceptional service. This opportunity offers substantial growth potential within one of the world's leading financial institutions, with robust support for professional development and career advancement. If you thrive in a dynamic, branch-based setting and are eager to empower clients' financial futures, we invite you to bring your expertise to our team in West Virginia.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Huntington/Charleston branch
• 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 retirement planning, estate strategies, and risk management tailored to client needs
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth solutions integrated with Chase banking products
• Prospect and acquire new clients through community outreach, referrals, and branch networking in the West Virginia market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan Chase regulatory standards
• Monitor client portfolios and market conditions to recommend timely adjustments and investment opportunities
• Educate clients on J.P. Morgan's suite of wealth management tools, such as digital platforms and advisory programs
• Participate in local events and seminars to promote J.P. Morgan Wealth Management and build brand awareness
• Document client interactions and maintain accurate records in compliance with firm policies

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 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 independently in a branch-based setting while collaborating with team members
• Valid driver's license and willingness to travel within the Huntington/Charleston, WV area

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 in English and Spanish to serve diverse client bases in West Virginia
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic trends and community networks in Huntington and Charleston, WV

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Digital literacy for wealth management platforms

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 for eligible candidates moving to the Huntington/Charleston area

JP Morgan Chase is an equal opportunity employer.