J.P. Morgan Wealth Management – Private Client Advisor - Modesto, Stockton and Lodi, CA

Location: Modesto, CA, 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 Modesto, Stockton, and Lodi, CA branches. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. Leveraging J.P. Morgan's global resources and expertise, you will provide tailored solutions in investment management, retirement planning, estate strategies, and more, while fostering deep, trust-based relationships with clients in the Central Valley region. This position offers the opportunity to thrive in a collaborative environment where innovation and client-centric service drive success. Your primary focus will be on understanding each client's unique financial situation, risk profile, and aspirations to craft personalized wealth management plans. You will collaborate with J.P. Morgan specialists to integrate banking, lending, and investment products seamlessly, ensuring holistic advice that aligns with the firm's high standards. In addition to client-facing responsibilities, you will engage in proactive business development, participating in local community events to expand our client base and strengthen J.P. Morgan's presence in Modesto, Stockton, and Lodi. Compliance and ethical practices are paramount, as you maintain meticulous records and adhere to all regulatory requirements. This role demands a passion for financial services and a commitment to excellence, with the potential for significant career growth within J.P. Morgan Chase. You will benefit from ongoing training, access to cutting-edge tools, and a supportive culture that values work-life balance. If you are a licensed professional with a proven track record in advisory services, join us to empower clients and contribute to one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Modesto, Stockton, and Lodi branches
• Develop and implement comprehensive wealth management strategies tailored to client goals and risk tolerance
• Prospect, acquire, and retain high-net-worth clients through relationship-building and community engagement
• Conduct financial needs assessments, including retirement planning, estate planning, and tax strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and investment products to deliver holistic solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure regulatory compliance
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client services
• Maintain accurate records in CRM systems and adhere to all FINRA, SEC, and internal compliance standards
• Participate in local networking events and branch activities to grow the client base
• Mentor junior advisors and contribute to team goals in the Central Valley market

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
• At least 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 branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in Modesto, Stockton, and Lodi, CA, with flexibility for travel between locations
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with high-net-worth individuals and families in the Central Valley region
• Bilingual proficiency in Spanish or other local languages to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Demonstrated success in asset gathering and portfolio management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory consulting
• Data analysis for client reporting
• Team collaboration
• Adaptability to market 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 if applicable for multi-location coverage in CA

JP Morgan Chase is an equal opportunity employer.