J.P. Morgan Wealth Management – Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required)

Location: Las Vegas, NV, 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 Las Vegas, Nevada branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative tools to help clients achieve their financial aspirations, from retirement planning to legacy building. Bilingual proficiency in English and Mandarin is essential to effectively engage with our diverse client base in the vibrant Las Vegas market. Your primary focus will be on building deep, enduring relationships through personalized advice and proactive service. You will conduct thorough financial assessments, design customized investment strategies, and collaborate with J.P. Morgan specialists to provide holistic solutions encompassing investments, lending, and estate planning. By staying abreast of market trends and regulatory changes, you will ensure clients' portfolios are optimized for growth while mitigating risks, all while upholding the highest standards of integrity and compliance that define J.P. Morgan Chase. This role offers the opportunity to thrive in a dynamic environment where your expertise can make a meaningful impact on clients' financial futures. With access to J.P. Morgan's unparalleled platform, including proprietary analytics and a network of experts, you will contribute to the growth of our Wealth Management division in Nevada. If you are passionate about financial advisory, client success, and the prestige of working at one of the world's leading financial institutions, we invite you to bring your skills to J.P. Morgan Wealth Management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with clients by understanding their unique financial goals, risk tolerance, and life objectives
• Conduct financial needs assessments, recommend tailored investment portfolios, and monitor performance to ensure alignment with client strategies
• Collaborate with J.P. Morgan specialists in areas like lending, estate planning, and philanthropy to deliver holistic advisory services
• Prospect and acquire new clients through networking, referrals, and community engagement in the Las Vegas market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan Chase regulatory standards
• Utilize J.P. Morgan's proprietary tools and research to deliver data-driven insights and market updates to clients
• Educate clients on financial products including equities, fixed income, alternative investments, and retirement planning
• Manage client portfolios with a focus on risk management and performance optimization in a dynamic economic environment
• Participate in branch team meetings and contribute to the overall growth of J.P. Morgan Wealth Management in Nevada

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Bilingual proficiency in English and Mandarin required for serving diverse client base in Las Vegas
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Ability to work in a branch-based setting with flexible hours to meet client needs

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with multicultural or international clients in the wealth management sector
• Knowledge of estate planning, retirement strategies, and tax-efficient investment solutions
• Prior experience in a J.P. Morgan Chase or similar large financial institution
• Familiarity with digital wealth management tools and CRM systems

Required Skills

• Financial analysis and portfolio management
• Investment strategy development
• Client relationship building and retention
• Regulatory compliance (SEC/FINRA)
• Bilingual communication in English and Mandarin
• Sales and prospecting techniques
• Risk assessment and management
• Financial planning software proficiency (e.g., CRM tools)
• Market research and economic analysis
• Negotiation and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Cultural sensitivity for diverse clients
• Data interpretation and reporting
• 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 resources
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance if applicable for the Las Vegas location

JP Morgan Chase is an equal opportunity employer.