J.P. Morgan Wealth Management – Private Client Advisor - Memphis, Tennessee

Location: Memphis, TN, 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 Memphis, Tennessee branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive financial planning and personalized investment advice. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from retirement planning and estate strategies to portfolio optimization and tax-efficient investing. Your role is pivotal in fostering long-term client relationships, driving asset growth, and contributing to the success of our Wealth Management division in the dynamic Memphis market. As a Private Client Advisor, you will conduct in-depth client consultations to understand their unique goals, risk profiles, and life events, then craft bespoke solutions using J.P. Morgan's innovative products and research-driven insights. You will collaborate with internal teams, including bankers and specialists, to provide holistic wealth management services, while ensuring all recommendations adhere to the highest standards of ethics and compliance. Prospecting for new clients through local networking and referrals will be key, as you build a sustainable book of business in the Southeast region. This position offers the opportunity to thrive in a supportive branch environment, with access to cutting-edge technology and ongoing training to enhance your advisory capabilities. J.P. Morgan Chase & Co. is a leading global financial services firm committed to helping clients achieve their aspirations. Joining our Wealth Management team means becoming part of an inclusive culture that values integrity, innovation, and client-centricity. In Memphis, you will contribute to community-focused initiatives while advancing your career in one of the world's most respected institutions. If you are passionate about financial advising and ready to make a meaningful impact, apply today to join our team.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement tailored investment strategies using J.P. Morgan's suite of products, including equities, fixed income, and alternative investments
• Conduct client meetings in the Memphis branch to assess financial goals, risk tolerance, and life circumstances
• Prospect and acquire new clients through networking, referrals, and community engagement in the Memphis area
• Monitor client portfolios and adjust recommendations based on market conditions and performance metrics
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards and regulatory requirements
• Maintain accurate records in CRM systems and prepare reports on client assets under management
• Educate clients on J.P. Morgan Wealth Management services, including digital tools and research resources
• Contribute to branch goals by participating in team initiatives and local market development

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships leading to asset growth
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to work in a branch-based environment in Memphis, Tennessee, with flexibility for local travel
• Compliance with FINRA and SEC regulations, including background check and fingerprinting

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Southeast region
• Bilingual proficiency in English and Spanish to serve diverse Memphis clientele
• Prior experience with J.P. Morgan Chase systems or similar enterprise wealth management platforms
• MBA or equivalent graduate degree in finance or economics

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Market research and economic analysis
• Empathy and active listening
• Time management and organization
• Negotiation and advisory counseling
• Digital literacy in financial tools
• Team collaboration and leadership

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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to Memphis, Tennessee

JP Morgan Chase is an equal opportunity employer.