J.P. Morgan Wealth Management – Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English Preferred

Location: Jersey City, NJ, 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 Jersey City, New Jersey branch. 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 life goals. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to provide holistic financial planning, including investment strategies, retirement planning, and estate advisory services. Bilingual candidates fluent in Spanish and English are preferred to effectively engage our diverse client base in this vibrant urban community. Your primary focus will be on building and deepening client relationships through personalized consultations and proactive advice. You will analyze clients' financial situations, recommend tailored investment portfolios from J.P. Morgan's extensive offerings—such as equities, fixed income, and alternative assets—and ensure seamless integration with our banking and lending products. Compliance with industry regulations and J.P. Morgan's high standards of integrity will be paramount, as you guide clients through complex financial decisions while fostering trust and loyalty. Success in this role requires a passion for helping clients achieve financial security, combined with strong sales acumen to grow assets under management. You will collaborate with branch colleagues and specialists to deliver exceptional service, participate in local networking to attract new clients, and contribute to our commitment to inclusive wealth building. J.P. Morgan Wealth Management offers a dynamic environment where your expertise can make a meaningful impact on clients' futures in the heart of Jersey City.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients in the Jersey City community, leveraging branch resources to expand the client base
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and wealth transfer solutions
• Collaborate with J.P. Morgan teams to deliver integrated banking, lending, and investment services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Educate clients on J.P. Morgan's suite of wealth management products, such as mutual funds, ETFs, and alternative investments
• Monitor client portfolios and market conditions to recommend timely adjustments and opportunities
• Participate in community outreach and networking events to promote J.P. Morgan Wealth Management services
• Maintain accurate records of client interactions and transactions using J.P. Morgan's proprietary systems
• Mentor junior advisors and contribute to branch goals for asset growth and client satisfaction

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
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of developing and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations
• Bilingual proficiency in Spanish and English

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or multicultural client bases in urban settings like Jersey City
• Knowledge of J.P. Morgan's wealth management products and platforms
• Previous success in meeting sales targets and growing client assets under management
• Familiarity with digital financial tools and CRM systems used in wealth advisory

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, alternatives)
• Regulatory compliance (FINRA, SEC rules)
• Bilingual communication in Spanish and English
• Sales and prospecting techniques
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Analytical thinking and problem-solving
• Time management and prioritization
• Empathy and active listening
• Presentation and negotiation skills
• Digital literacy in financial planning tools
• Cultural sensitivity for diverse client interactions
• Team collaboration and leadership

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 and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Jersey City location

JP Morgan Chase is an equal opportunity employer.