J.P. Morgan Wealth Management – Private Client Advisor - Monroe Rt 17M

Location: Monroe, NY, 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 team in Monroe, NY, along Route 17M. In this role, you will serve as a trusted financial partner to individuals and families, offering comprehensive wealth planning and advisory services tailored to their unique goals. Leveraging J.P. Morgan's global expertise and innovative tools, you will help clients navigate complex financial landscapes, from investment strategies to retirement and estate planning, all while fostering enduring relationships in a dynamic branch environment. This position is ideal for a passionate advisor who thrives on delivering personalized solutions and driving client success within the heart of the Hudson Valley community. As a Private Client Advisor, your day-to-day will involve conducting in-depth client consultations, analyzing financial situations, and recommending bespoke investment portfolios using J.P. Morgan's premier offerings, including equities, fixed income, and alternative assets. You will collaborate seamlessly with Chase branch colleagues to integrate banking, lending, and wealth management services, ensuring a holistic approach that maximizes client value. Prospecting for new opportunities through local networking and referrals will be key, as you build a robust book of business while adhering to the highest standards of compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who are not only technically proficient but also exceptional communicators, capable of simplifying complex financial concepts for diverse clients. This role offers the chance to grow within a world-class institution, with access to ongoing training, cutting-edge technology, and a supportive culture focused on work-life balance. If you are committed to empowering clients' financial futures and eager to contribute to J.P. Morgan's legacy of excellence in wealth management, apply today to make an impact in Monroe, NY.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Monroe, NY branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen banking and wealth management engagements
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of products, such as mutual funds, ETFs, and alternative investments
• Collaborate with branch teams and specialists to deliver holistic solutions integrating Chase banking, lending, and advisory services
• Prospect for new clients through community networking, referrals, and branch referrals along Route 17M
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA regulations, and internal policies
• Monitor client portfolios and market conditions to provide proactive advice and adjustments
• Educate clients on J.P. Morgan Wealth Management tools, digital platforms, and educational resources
• Track and report on key performance metrics, including client satisfaction and AUM growth

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting and engage with clients face-to-face
• 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 with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Monroe, NY
• Previous success in meeting sales targets and growing assets under management (AUM)
• Knowledge of local market dynamics in the Hudson Valley region

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and consultative advising
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication (verbal and written)
• Problem-solving and decision-making
• Time management and organization
• Digital literacy (CRM systems, financial software)
• Empathy and active listening
• Negotiation and persuasion
• Data interpretation (market trends)
• Team collaboration
• Ethical judgment in financial advising

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 up to 5%
• 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 with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for the Monroe, NY location

JP Morgan Chase is an equal opportunity employer.