J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL (International Golf Pkwy)

Location: Jacksonville, FL, 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 dynamic team at the Jacksonville, FL branch located on International Golf Parkway. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique goals and life stages. As a key member of our Wealth Management division, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic financial planning, including investment strategies, retirement planning, estate advisory, and access to premium banking services. This position offers the opportunity to build lasting client relationships in a vibrant, growing community, contributing to J.P. Morgan's mission of empowering clients to achieve financial success. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios tailored to risk tolerance and objectives. You will collaborate closely with J.P. Morgan specialists in lending, philanthropy, and alternative investments to offer seamless, integrated advice. Prospecting within the local Jacksonville market, including high-net-worth individuals along the International Golf Parkway corridor, will be essential to growing your book of business. Compliance with all regulatory standards is paramount, ensuring that every recommendation upholds J.P. Morgan's commitment to integrity and client-centric service in the competitive financial services landscape. We value professionals who thrive in a collaborative, high-performance environment and are passionate about helping clients navigate complex financial decisions. With access to J.P. Morgan's cutting-edge research and technology, you will stay ahead of market trends and deliver exceptional value. This role not only provides a platform for career growth within one of the world's leading financial institutions but also the chance to make a meaningful impact on clients' financial futures in the sunny, opportunity-rich setting of Jacksonville, FL.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan's full suite of services
• Conduct thorough financial assessments, including retirement planning, estate strategies, and risk management, tailored to client needs
• Collaborate with branch teams and specialists to deliver integrated banking, lending, and investment products from J.P. Morgan Chase
• Prospect for new clients within the Jacksonville community, leveraging local networks and events along International Golf Parkway
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and market trends to proactively adjust strategies and communicate updates
• Educate clients on J.P. Morgan's digital tools and resources to enhance their financial decision-making
• Achieve individual and team performance goals, including assets under management targets
• Participate in ongoing professional development to stay abreast of industry best practices and J.P. Morgan innovations

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
• At least 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 in the wealth management industry
• Ability to work in a branch-based environment and engage with high-net-worth individuals and families
• Clean background check and compliance history with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client demographics, including international clients in the Jacksonville area
• Familiarity with J.P. Morgan's proprietary wealth management tools and platforms
• Previous success in meeting or exceeding sales targets in a competitive financial services environment
• Bilingual proficiency, particularly in Spanish, to serve the multicultural community in Jacksonville, FL

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Digital literacy in financial platforms
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Jacksonville area

JP Morgan Chase is an equal opportunity employer.