J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL

Location: Miami, 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 Miami, FL branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. As a branch-based advisor, you will leverage J.P. Morgan's unparalleled resources, including access to global investment expertise, sophisticated banking services, and personalized lending options, to help clients navigate complex financial landscapes. Your focus will be on building lasting relationships with high-net-worth clients in the vibrant Miami market, where cultural diversity and economic dynamism present exciting opportunities for growth. Key to success in this position is your ability to provide holistic financial advice, from investment strategies and retirement planning to estate and tax optimization. You will conduct in-depth client assessments, develop customized portfolios, and monitor performance to ensure alignment with evolving needs. Collaborating with J.P. Morgan's network of specialists, you will offer integrated solutions that go beyond traditional advising, such as private banking and alternative investments. Compliance and ethical standards are paramount, and you will uphold J.P. Morgan's commitment to integrity while fostering trust through exceptional service. This role demands a proactive approach to client acquisition, including networking within the local community and leveraging referrals to expand your book of business. With Miami's thriving economy and affluent clientele, you will play a pivotal role in positioning J.P. Morgan Wealth Management as the premier choice for sophisticated financial guidance. If you are passionate about empowering clients to achieve their aspirations and thrive in a dynamic, supportive environment, join our team to make a meaningful impact.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-net-worth clients through branch-based networking, referrals, and community engagement in Miami
• Conduct financial needs assessments and deliver holistic solutions including retirement planning, estate planning, and tax strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to offer integrated wealth solutions
• Maintain compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Build long-term relationships by delivering exceptional client service and leveraging J.P. Morgan's global resources
• Participate in local market initiatives to enhance brand visibility and client acquisition in the Miami area
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

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 developing 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 Miami, FL, with flexibility for client meetings
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client bases in the Miami market, including multicultural and high-net-worth individuals
• Bilingual proficiency in English and Spanish to serve Miami's diverse population
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory knowledge (FINRA, SEC compliance)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Cultural sensitivity for diverse clients
• CRM tools (e.g., Salesforce or J.P. Morgan proprietary systems)
• Estate and tax planning basics
• Negotiation and advisory skills
• Team collaboration in a corporate environment

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 access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for Miami, FL position

JP Morgan Chase is an equal opportunity employer.