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

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 East, Manhattan. As a branch-based advisor, you will deliver comprehensive financial planning and personalized advice to affluent individuals and families, helping them navigate complex financial landscapes to achieve their long-term goals. Leveraging J.P. Morgan's unparalleled resources, including access to global investment insights and bespoke banking solutions, you will build lasting relationships that foster trust and loyalty. This role is ideal for a seasoned professional passionate about wealth management in one of the world's most vibrant financial hubs. Your primary focus will be on understanding clients' unique needs through in-depth consultations, crafting tailored investment strategies that encompass equities, fixed income, alternatives, and sustainable options. You will collaborate seamlessly with J.P. Morgan's network of experts to provide integrated services, from retirement planning and estate strategies to philanthropic advising. In this client-facing position, you will also drive business growth by networking within Manhattan's elite circles, hosting educational events, and leveraging digital tools to enhance client engagement. Compliance and ethical advisory remain at the core, ensuring all recommendations align with fiduciary standards and regulatory frameworks. J.P. Morgan Wealth Management offers a supportive environment where your professional growth is prioritized, with opportunities for advancement within our prestigious firm. Join us to make a meaningful impact on clients' financial futures while contributing to J.P. Morgan's legacy of excellence in the financial services industry. This position demands a blend of technical expertise and interpersonal finesse, rewarding those who thrive in a fast-paced, high-stakes setting.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Midtown East branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through relationship-building, seminars, and community engagement in Manhattan
• Conduct financial needs assessments, portfolio reviews, and ongoing performance monitoring using J.P. Morgan tools
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including KYC, AML, and fiduciary duties
• Educate clients on market trends, J.P. Morgan products, and sustainable investing options
• Manage client portfolios to optimize returns while mitigating risks in volatile financial markets
• Participate in branch team meetings and contribute to J.P. Morgan's client-centric culture
• Track and report on client satisfaction metrics to drive continuous improvement in service delivery

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) 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 East, Manhattan, NY
• Commitment to ethical standards and fiduciary responsibilities as per FINRA and SEC guidelines

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, particularly in Spanish or Mandarin, to serve diverse Manhattan clientele
• Prior success in generating new business through networking and referrals in the New York market
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Knowledge of tax and estate planning
• Digital literacy in CRM systems
• Adaptability to market changes

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 matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select New York locations
• Relocation assistance for eligible candidates moving to Manhattan

JP Morgan Chase is an equal opportunity employer.