J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, Auburn, CA and Surrounding Areas

Location: Lincoln, CA, 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 Lincoln, Auburn, CA, and surrounding areas. In this client-facing role, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth objectives. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources, innovative tools, and extensive product suite—including investment management, banking solutions, and estate planning—to provide holistic advice tailored to each client's unique needs. This position offers the opportunity to build meaningful relationships in a dynamic, branch-based environment while contributing to the growth of our esteemed franchise in the competitive financial services industry. Your primary focus will be on understanding clients' financial situations, goals, and risk tolerances to craft personalized strategies that encompass retirement planning, wealth preservation, and legacy building. You will collaborate closely with branch colleagues, such as bankers and specialists, to deliver seamless experiences and uncover opportunities for deeper client engagement. Success in this role requires a proactive approach to client acquisition through networking, referrals, and community involvement in the Auburn and Lincoln regions, all while upholding J.P. Morgan's commitment to integrity, excellence, and client-centric service. You will also stay abreast of market trends, regulatory changes, and evolving client needs to ensure advice remains relevant and effective. J.P. Morgan Wealth Management is renowned for its client-first philosophy and robust support infrastructure, empowering advisors like you to thrive. If you are passionate about financial advisory, possess a strong ethical foundation, and are eager to make a tangible impact on clients' financial futures, this role provides an ideal platform within one of the world's leading financial institutions. Join us to advance your career while helping families in California secure their prosperity.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lincoln, Auburn, CA, and surrounding areas
• 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 strategies, and portfolio management
• Collaborate with J.P. Morgan Wealth Management teams to offer access to exclusive investment products and banking services
• Prospect and acquire new clients through branch referrals, networking, and community engagement
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA regulations, and risk management protocols
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's wealth management tools, such as digital platforms and advisory services
• Participate in branch events and initiatives to promote wealth management offerings
• Document client interactions and maintain accurate records in compliance with internal and regulatory requirements

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
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with branch teams
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in California
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local market dynamics in the Auburn and Lincoln, CA areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy for client platforms
• Market trend analysis
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 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 initiatives, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Lincoln, CA area

JP Morgan Chase is an equal opportunity employer.