J.P. Morgan Wealth Management – Private Client Advisor – Lake Havasu, AZ

Location: Lake Havasu City, AZ, 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 Havasu City, AZ branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, offering 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 retirement planning, all while fostering enduring relationships in a vibrant community like Lake Havasu. This position is ideal for professionals passionate about delivering exceptional client service in a branch-based environment, where you'll collaborate with Chase bankers to provide seamless, holistic advice. Your primary focus will be on understanding clients' financial objectives and crafting personalized plans that align with J.P. Morgan's rigorous standards. This includes conducting in-depth assessments, recommending diversified investment portfolios, and utilizing proprietary tools for real-time market insights. As a Private Client Advisor, you'll also engage in proactive outreach, such as hosting educational seminars on estate planning or market trends, to grow your client base and contribute to the branch's success. Compliance and ethical practices are paramount, ensuring all recommendations adhere to regulatory requirements and J.P. Morgan's commitment to integrity. We value advisors who thrive in dynamic settings and are committed to continuous learning. With access to J.P. Morgan's world-class training and support, you'll have the opportunity to advance your career while making a meaningful impact on clients' financial futures. If you have a proven track record in wealth management and a drive to excel in a client-centric role, join us in empowering the Lake Havasu community to achieve their wealth goals.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lake Havasu City branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management
• Recommend and implement investment portfolios using J.P. Morgan's proprietary tools and research
• Collaborate with branch teams, including bankers and specialists, to offer holistic wealth management services
• Prospect for new clients through community networking, referrals, and branch events in Lake Havasu, AZ
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's suite of products like Chase Private Client services
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment 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
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working in high-net-worth client services or private banking
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly Spanish, to serve diverse client bases in Arizona
• Previous success in meeting sales targets for investment products and advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Sales and negotiation techniques
• Risk assessment and mitigation
• Market research and economic analysis
• Time management and organization
• Empathy and active listening
• Problem-solving and decision-making
• Team collaboration
• Digital literacy for CRM systems like Salesforce
• Adaptability to local market dynamics in Arizona

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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to Lake Havasu City, AZ

JP Morgan Chase is an equal opportunity employer.