J.P. Morgan Wealth Management – Private Client Advisor - Jackson, WY

Location: Jackson, WY, 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 Jackson, WY 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 enduring relationships in the vibrant Jackson community. This position offers the opportunity to thrive in a dynamic, branch-based environment where your advisory skills can directly impact clients' financial success. As a Private Client Advisor, your primary focus will be on understanding clients' goals and providing holistic advice that integrates J.P. Morgan's full suite of services, including brokerage, lending, and alternative investments. You will conduct in-depth financial assessments, recommend personalized portfolios, and collaborate with internal specialists to ensure seamless execution. In Jackson, WY, you will engage with high-net-worth clients drawn to the area's natural beauty and economic opportunities, building your book of business through targeted networking and exceptional service. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. This role demands a blend of technical expertise and interpersonal finesse, rewarding those who excel in client-centric advisory. J.P. Morgan Wealth Management provides robust support, including cutting-edge tools and ongoing training, to empower you in delivering superior outcomes. Join a firm renowned for innovation in financial services and contribute to the legacy of excellence that defines J.P. Morgan in the wealth management industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Jackson, WY branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to offer holistic wealth solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in the Jackson area
• Ensure all advisory services comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Monitor client portfolios and market trends to proactively adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, trusts, and alternative investments
• Participate in branch events and local initiatives to enhance J.P. Morgan's presence in Wyoming's affluent communities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building 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

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Western United States or similar markets
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in Spanish or other languages common in Wyoming's diverse client base

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Ethical decision-making
• Team collaboration in a corporate environment

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
• 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 eligible candidates moving to Jackson, WY

JP Morgan Chase is an equal opportunity employer.