J.P. Morgan Wealth Management – Private Client Advisor - Islip, NY

Location: Islip, NY, 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 Islip, NY branch. In this role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. As a branch-based advisor, you will leverage J.P. Morgan's global resources and sophisticated investment platforms to provide holistic advice on investments, retirement planning, estate strategies, and more. Your focus will be on fostering long-term relationships, helping clients navigate complex financial landscapes, and driving sustainable growth in assets under management within the vibrant Long Island community. Key to success in this position is your ability to prospect and engage new clients through local networking, referrals, and branch interactions while deepening relationships with existing ones. You will conduct in-depth financial assessments, recommend personalized portfolios from J.P. Morgan's diverse offerings—including mutual funds, ETFs, and alternative investments—and ensure all recommendations adhere to the highest standards of fiduciary responsibility. Collaboration with J.P. Morgan's network of specialists, such as tax advisors and estate planners, will be essential to delivering integrated solutions that optimize client outcomes in a dynamic market environment. The ideal candidate thrives in a client-centric role, combining technical expertise with exceptional interpersonal skills to build trust and loyalty. You will stay abreast of regulatory changes, economic trends, and J.P. Morgan innovations to provide proactive guidance. This position offers the opportunity to contribute to one of the world's leading financial institutions, with robust support for professional growth and a commitment to work-life balance in the Islip area.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Islip, NY branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local area
• Conduct financial reviews, portfolio analyses, and performance reporting using J.P. Morgan tools
• Collaborate with internal teams, including bankers and specialists, to deliver holistic solutions
• Ensure compliance with SEC, FINRA, and J.P. Morgan policies in all advisory activities
• Educate clients on market trends, investment products, and J.P. Morgan's wealth management offerings
• Monitor client portfolios and adjust strategies based on economic conditions and client needs
• Drive business growth by identifying opportunities for asset consolidation and additional services
• Maintain accurate records and documentation in CRM systems for client interactions and transactions

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Valid Life and Health insurance licenses
• Strong understanding of financial planning principles, investment strategies, and regulatory requirements
• Proven track record of building and maintaining client relationships in a branch-based environment
• Ability to work in Islip, NY, and surrounding areas

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in New York
• Prior success in meeting sales targets and growing client assets under management
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Market research and trend analysis
• Negotiation and advisory counseling
• Data interpretation from financial reports
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, 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 and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Health and wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Islip, NY location

JP Morgan Chase is an equal opportunity employer.