J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)

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 dynamic team in the heart of Midtown West, Manhattan. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to affluent individuals and families, helping them navigate complex financial landscapes with confidence. Leveraging J.P. Morgan's renowned expertise and resources, you will craft personalized strategies that encompass investment management, retirement planning, estate solutions, and more, all while fostering long-term client relationships in one of the world's most vibrant financial hubs. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial needs, and recommending tailored J.P. Morgan products such as diversified portfolios, private banking services, and lending options. You will collaborate seamlessly with cross-functional teams, including investment strategists and compliance experts, to ensure every recommendation aligns with the highest standards of integrity and innovation. In this client-facing role, you will also drive business growth by networking within the Manhattan community, hosting educational seminars, and leveraging referrals to expand our esteemed clientele. We value advisors who thrive in a fast-paced, collaborative environment and are passionate about empowering clients to achieve their financial aspirations. With access to J.P. Morgan's cutting-edge technology, global market insights, and robust training programs, you will have the tools to excel. If you are a results-oriented professional with a commitment to excellence, join us in redefining wealth management at J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Manhattan branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement, estate planning, and tax optimization
• Prospect, acquire, and retain clients through relationship-building, seminars, and community engagement in Midtown West
• Conduct thorough financial assessments and recommend J.P. Morgan products such as investment portfolios, banking solutions, and lending options
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to deliver holistic advisory services
• Ensure all advice and transactions comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and market trends to proactively adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Maintain accurate records in CRM systems and prepare reports on client progress and business development
• Contribute to branch goals by participating in team meetings and supporting a client-centric culture

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 willingness to obtain 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 Midtown West, Manhattan, NY
• 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 or similar enterprise systems
• Bilingual proficiency in English and Spanish to serve diverse Manhattan clientele
• Prior success in generating new business through referrals and networking in urban markets
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Knowledge of tax and estate planning
• Analytical thinking
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy in financial tools

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, mental health support, and onsite fitness facilities
• Commuter benefits and relocation assistance for Manhattan-based roles

JP Morgan Chase is an equal opportunity employer.