J.P. Morgan Wealth Management - Private Client Advisor - Maryland (Multiple Locations)

Location: Baltimore, MD, 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 branch-based team in multiple locations across Maryland, including Baltimore. As a Private Client Advisor, you will serve as a trusted financial partner to high-net-worth individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and cutting-edge investment strategies, you will help clients navigate complex financial landscapes, from retirement planning and estate management to sophisticated investment portfolios. This role is ideal for a seasoned professional passionate about fostering long-term client relationships in a dynamic, branch-oriented environment. Your primary focus will be on understanding client needs through in-depth consultations and providing personalized advice that aligns with J.P. Morgan's commitment to excellence in wealth management. You will collaborate with cross-functional teams, including J.P. Morgan bankers and specialists, to offer integrated services such as lending, philanthropy advisory, and alternative investments. In the competitive financial services industry, you will drive business growth by prospecting new clients in the Maryland market, ensuring all recommendations comply with stringent regulatory standards, and utilizing proprietary J.P. Morgan tools to optimize client outcomes. Success in this role requires a blend of technical expertise and interpersonal finesse, with opportunities to advance within J.P. Morgan's prestigious Wealth Management division. We value advisors who thrive in a client-centric culture, contributing to our mission of empowering wealth creation while upholding the highest ethical standards. Join us to make a meaningful impact on clients' financial futures in one of the nation's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations across Maryland
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement tailored investment portfolios using J.P. Morgan's proprietary tools and research
• Collaborate with internal teams, such as bankers and specialists, to deliver holistic wealth management solutions
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Prospect and acquire new clients through referrals, networking, and community involvement in the Baltimore area
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's digital platforms and tools for self-directed wealth management
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing 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 multiple Maryland locations including Baltimore
• Clean regulatory history with FINRA and state securities regulators

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase products and services
• Bilingual proficiency in English and Spanish to serve diverse Maryland clientele
• MBA or equivalent graduate degree in finance or economics
• Prior success in meeting sales targets and growing assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data analysis and reporting
• Adaptability to market changes
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• 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 other wealth-building opportunities
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to Maryland locations

JP Morgan Chase is an equal opportunity employer.