J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Westside)

Location: New York, NY, 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 Upper Westside branch in Manhattan, NY. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique life goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools, research capabilities, and a global network of experts, to provide holistic financial planning, investment advice, and personalized strategies. This position offers the opportunity to build lasting client relationships in a vibrant, high-net-worth community while contributing to J.P. Morgan's mission of empowering clients to achieve financial success. Your primary focus will be on understanding clients' financial objectives, from retirement planning and estate strategies to tax optimization and philanthropic goals. You will conduct in-depth assessments, recommend tailored investment portfolios using J.P. Morgan's proprietary products like mutual funds, ETFs, and alternative assets, and collaborate with internal teams in banking and lending to offer integrated solutions. Success in this role requires a client-centric approach, where you proactively monitor portfolios, adjust strategies based on market conditions, and educate clients on opportunities within the evolving financial landscape. Compliance and ethical standards are paramount, ensuring all advice adheres to FINRA and SEC regulations while fostering trust and loyalty. Joining J.P. Morgan Wealth Management means becoming part of a prestigious team renowned for innovation and excellence in financial services. The Upper Westside location provides an ideal setting to engage with diverse, sophisticated clients in the heart of New York City. We offer robust professional development, competitive compensation, and a supportive culture that values work-life balance. If you are passionate about wealth management and ready to make a meaningful impact, apply today to help shape the financial futures of our clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Upper Westside branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, including portfolio construction and risk assessment
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and building long-term relationships
• Conduct client meetings to review financial plans, monitor performance, and adjust strategies as needed
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan Wealth Management products such as mutual funds, ETFs, and alternative investments
• Track and report on client portfolio performance using J.P. Morgan's proprietary tools
• Participate in community events and networking to enhance J.P. Morgan's presence in Manhattan
• Maintain accurate records and documentation in client management systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain them within 120 days of hire
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Manhattan's Upper Westside
• U.S. work authorization and clean background check

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse Upper Westside clientele
• Previous success in generating new business through networking and referrals
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Risk assessment and mitigation
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data interpretation and reporting
• Networking and referral generation
• Adaptability to client needs in a dynamic market

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 match up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships and mental health support
• Commuter benefits and relocation assistance for qualifying hires

JP Morgan Chase is an equal opportunity employer.