J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Downtown East) Chatham Square/ Union Square/ Astor Place/ Peter Cooper/ Chinatown)

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 vibrant Downtown East Manhattan branch, serving communities around Chatham Square, Union Square, Astor Place, Peter Cooper Village, and Chinatown. As a branch-based advisor, you will deliver comprehensive financial planning and tailored advice to affluent individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and innovative platforms, you will create personalized strategies that encompass investments, retirement planning, estate management, and more, all while fostering trust in one of New York City's most diverse and fast-paced neighborhoods. Your role will involve proactive client engagement, from initial consultations to ongoing portfolio oversight, ensuring every recommendation aligns with J.P. Morgan's commitment to excellence and integrity. You will collaborate with a supportive team of specialists to offer a full suite of services, including access to exclusive market insights and sustainable investing options. In this client-centric position, success is measured by building lasting relationships, growing assets under management, and contributing to the branch's reputation as a trusted partner in wealth preservation and growth. J.P. Morgan Wealth Management is part of one of the world's leading financial institutions, providing unparalleled stability and opportunities for professional advancement. If you thrive in a collaborative environment and are passionate about empowering clients in a culturally rich area like Downtown Manhattan, this role offers the chance to make a meaningful impact while advancing your career in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Manhattan Downtown East area
• Develop and maintain long-term relationships with clients, conducting regular reviews and adjusting strategies as needed
• Identify client needs through comprehensive assessments and recommend J.P. Morgan Wealth Management solutions, including banking, lending, and investment products
• Prospect and acquire new clients within the local community, leveraging branch events and networking in areas like Chatham Square and Union Square
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Monitor market trends and economic conditions to advise clients on portfolio adjustments
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Contribute to branch goals by driving asset growth and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• 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 fast-paced branch environment in downtown Manhattan

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency in English and Mandarin or Cantonese, given the diverse Chinatown community
• Previous success in generating new business and assets under management (AUM)

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organization
• Cultural sensitivity for diverse client bases
• Data analysis and reporting
• Negotiation and advisory expertise
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Commuter benefits and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.