J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, Cape May Court House, Little Egg Harbor - New Jersey

Location: Lakewood, 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 branch in Lakewood, New Jersey, with opportunities to serve clients in Cape May Court House and Little Egg Harbor. As a Private Client Advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and expertise, you will deliver holistic wealth management solutions, including investment strategies, retirement planning, and estate considerations, all while fostering trust-based relationships in a dynamic branch environment. Your day-to-day responsibilities will involve engaging with clients to understand their financial goals, conducting in-depth analyses, and recommending tailored portfolios that align with their risk tolerance and objectives. You will collaborate with J.P. Morgan's integrated teams to provide seamless access to banking, lending, and advanced investment products, ensuring clients benefit from our firm's unparalleled market insights and research. Compliance and ethical standards are paramount, so you will maintain meticulous records and adhere to all regulatory requirements while staying abreast of economic trends to offer proactive guidance. This role offers the chance to thrive in a supportive, high-performance culture at one of the world's leading financial institutions. With a focus on professional growth, you will have access to J.P. Morgan's renowned training programs and mentorship opportunities to elevate your career. If you are passionate about empowering clients in the New Jersey community and excel in a client-centric role, join us to make a meaningful impact on their financial futures.

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 Lakewood, Cape May Court House, and Little Egg Harbor communities
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax-efficient investment portfolios
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and advisory services
• Ensure all recommendations comply with FINRA, SEC, and internal J.P. Morgan policies while maintaining accurate client records
• Identify opportunities to deepen client relationships by introducing additional J.P. Morgan products such as trusts, philanthropy services, or alternative investments
• Participate in local networking events and community initiatives to grow the client base in New Jersey
• Monitor market trends and economic conditions to proactively advise clients on portfolio adjustments
• Mentor junior advisors and support branch operations to enhance overall team performance

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 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the New Jersey market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Lakewood and surrounding areas
• Prior experience with J.P. Morgan Chase systems and tools for wealth management
• Master's degree in finance or related discipline

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 prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic forecasting
• Team collaboration
• Digital literacy in CRM systems like Salesforce

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to New Jersey locations

JP Morgan Chase is an equal opportunity employer.