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

Location: Lake Grove, 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 Lake Grove, NY branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's global resources, innovative tools, and extensive product offerings to help clients achieve their financial aspirations, from retirement planning to multi-generational wealth transfer. This position is ideal for a client-focused professional passionate about building lasting relationships in a dynamic, supportive team environment. Your primary focus will be on providing holistic financial advice, including investment strategies, estate planning, and risk management, while ensuring all recommendations align with J.P. Morgan's commitment to integrity and excellence. You will engage with high-net-worth clients through in-person consultations at the Lake Grove branch, utilizing advanced analytics and J.P. Morgan's proprietary platforms to craft personalized portfolios. Additionally, you will identify opportunities to expand client relationships by integrating services from J.P. Morgan's banking, lending, and advisory divisions, driving both client satisfaction and business growth in the local community. Success in this role requires a blend of technical expertise and interpersonal skills, with a strong emphasis on compliance and ethical practices. You will collaborate with internal partners to deliver seamless experiences and stay ahead of market trends affecting the financial services landscape. J.P. Morgan Wealth Management offers a rewarding career path with opportunities for advancement, professional development, and meaningful impact on clients' financial futures. If you are a licensed advisor with a proven track record in wealth management, join us to empower clients in Lake Grove and beyond.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Lake Grove, NY branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including asset allocation, retirement planning, and estate strategies
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of products and services
• Prospect for new clients through community engagement, referrals, and branch networking events
• Ensure compliance with all regulatory requirements, including SEC, FINRA, and internal J.P. Morgan policies
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic wealth solutions
• Monitor client portfolios and market conditions to adjust strategies and maximize returns
• Educate clients on financial products, market trends, and economic factors impacting their wealth
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advising or wealth management
• Proven track record of client relationship management and portfolio growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving high-net-worth individuals
• Clean regulatory history with FINRA and state securities authorities

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency to serve diverse client bases in the Lake Grove area
• Previous success in generating new business through referrals and networking
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

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 business development
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical decision-making in high-stakes environments

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 certification support
• 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 if applicable for the Lake Grove, NY location

JP Morgan Chase is an equal opportunity employer.