J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, Nebraska

Location: Lincoln, NE, 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 Lincoln, Nebraska 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 a key member of our team, you will leverage J.P. Morgan's global resources and expertise to help clients achieve their financial goals, from retirement planning and investment strategies to estate and legacy planning. This position offers the opportunity to build lasting relationships in a dynamic, client-focused environment within one of the world's leading financial institutions. Your primary responsibilities will include conducting in-depth client consultations to understand their financial objectives, risk profiles, and life circumstances, then crafting personalized plans using J.P. Morgan's suite of investment products and services. You will actively prospect for new clients through community engagement, referrals, and networking in the Lincoln area, while nurturing existing relationships to grow assets under management. Collaboration with J.P. Morgan bankers, analysts, and specialists will be essential to provide seamless, holistic advice, ensuring all recommendations align with regulatory standards and the firm's commitment to ethical practices. Success in this role requires a passion for financial advisory services, strong analytical skills, and the ability to thrive in a fast-paced branch setting. You will monitor market trends, adjust portfolios proactively, and educate clients on opportunities within J.P. Morgan's ecosystem, including access to exclusive research and alternative investments. By joining J.P. Morgan Wealth Management in Lincoln, you contribute to our mission of empowering clients' financial futures while advancing your career in a supportive, high-growth organization. J.P. Morgan Chase & Co. is an equal opportunity employer committed to diversity and inclusion. We offer a competitive compensation structure, robust benefits, and ongoing professional development to support your success.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lincoln, Nebraska branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate planning
• Prospect, acquire, and retain clients through relationship-building, networking, and referrals within the local community
• Conduct client meetings to assess financial goals, risk tolerance, and needs, delivering tailored recommendations
• Collaborate with J.P. Morgan teams, including bankers and specialists, to offer holistic financial solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory standards
• Educate clients on J.P. Morgan's investment products, such as mutual funds, ETFs, and alternative investments
• Maintain accurate records in CRM systems and adhere to all FINRA, SEC, and internal compliance policies
• Drive business growth by identifying cross-selling opportunities for J.P. Morgan banking and lending services
• Participate in community events and professional development to enhance J.P. Morgan's presence in Lincoln

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and 66 (or 63 and 65) 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 in a branch-based setting in Lincoln, Nebraska
• 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 with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Nebraska
• Prior success in meeting sales targets and growing assets under management
• Knowledge of local economic trends and community networks in Lincoln, NE

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Financial planning software knowledge
• Active listening and empathy
• Time management and organization
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration and networking

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 programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Lincoln, Nebraska

JP Morgan Chase is an equal opportunity employer.