J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL

Location: Huntsville, AL, 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 Huntsville, AL branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, all while fostering long-term relationships in the dynamic Huntsville community. This position offers the opportunity to thrive in a branch-based environment, combining personalized client service with the backing of one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial goals, assessing their risk tolerance, and crafting bespoke investment portfolios using J.P. Morgan's innovative tools and research. You will collaborate with internal specialists to provide integrated services, including access to private banking, lending options, and alternative investments. In addition to client-facing responsibilities, you will engage in proactive business development through local networking, seminars, and referrals, contributing to the growth of our Huntsville presence. Compliance and ethical standards are paramount, ensuring all advice aligns with regulatory requirements and J.P. Morgan's commitment to integrity. The ideal candidate is passionate about financial advisory, with a proven ability to deliver results in a competitive wealth management landscape. Huntsville's growing tech and aerospace sectors present exciting opportunities to serve high-net-worth clients seeking sophisticated planning amid economic expansion. Join J.P. Morgan Wealth Management to empower 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 Huntsville area
• Develop and implement comprehensive wealth management strategies, including portfolio construction, risk assessment, and retirement planning
• Prospect, acquire, and retain new clients through networking, referrals, and community engagement in Huntsville
• Conduct regular client meetings to review financial goals, adjust strategies, and ensure alignment with J.P. Morgan's investment philosophy
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Maintain compliance with all federal and state regulations, including FINRA and SEC guidelines
• Utilize J.P. Morgan's advanced analytics and research tools to deliver data-driven recommendations
• Educate clients on market trends, economic factors, and J.P. Morgan's suite of investment products
• Monitor client portfolios and proactively address opportunities or risks to optimize performance
• Contribute to branch goals by participating in local events and building J.P. Morgan's presence in the Huntsville community

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of developing and maintaining client relationships in a high-net-worth 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
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with affluent clients or families in the Southeast region, particularly Alabama
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• MBA or advanced degree in a finance-related discipline
• Bilingual skills, with proficiency in Spanish or other languages spoken in diverse Huntsville communities

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
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and economic analysis
• Team collaboration
• Ethical decision-making

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 matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualified candidates moving to Huntsville, AL

JP Morgan Chase is an equal opportunity employer.