J.P. Morgan Wealth Management - Private Client Advisor - Melbourne, FL and Brevard County

Location: FL, 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 in Melbourne, FL, serving clients across Brevard County. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and tailored advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources, cutting-edge research, and diverse investment solutions, you will build trusted relationships and provide holistic guidance on everything from retirement strategies to estate planning. This position offers the opportunity to thrive in a dynamic, client-centric environment within one of the world's leading financial institutions, where your expertise can directly impact clients' financial futures. In this role, you will conduct in-depth client consultations to assess needs, recommend personalized investment portfolios, and monitor performance to ensure alignment with goals. You will collaborate with J.P. Morgan bankers, investment specialists, and support teams to offer seamless, integrated services, while actively prospecting for new opportunities in the local community. Compliance and ethical standards are paramount, and you will adhere to all regulatory requirements while utilizing J.P. Morgan's proprietary tools for informed decision-making. Success in this position requires a passion for financial advisory, a commitment to excellence, and the ability to adapt to evolving market conditions in the competitive wealth management landscape. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diverse perspectives and supports professional growth. As a Private Client Advisor, you will benefit from ongoing training, access to industry-leading technology, and a supportive network of experts. If you are a licensed professional with a proven track record in client advisory and a desire to make a meaningful difference in the lives of clients in Melbourne and Brevard County, we invite you to join our team and contribute to J.P. Morgan's legacy of excellence in financial services.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Melbourne, FL and Brevard County
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement suitable investment portfolios using J.P. Morgan's suite of products and services
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Prospect for new clients through networking, referrals, and community engagement in the local area
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan's internal policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Contribute to branch goals by driving asset growth and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Residency or willingness to relocate to Melbourne, FL and serve Brevard County

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals or family wealth management at a major financial institution
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Florida
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a branch environment
• Digital literacy for CRM and advisory tools
• Adaptability to economic and client needs 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
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Melbourne, FL area

JP Morgan Chase is an equal opportunity employer.