J.P. Morgan Wealth Management – Private Client Advisor - Nanuet, NY

Location: Nanuet, 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 Nanuet, NY branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from retirement planning and education funding to estate strategies and philanthropic goals. As a branch-based advisor, you will engage directly with clients in a welcoming, local environment, fostering trust and long-term partnerships that drive meaningful financial outcomes. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized investment portfolios using J.P. Morgan's innovative products, and providing ongoing guidance amid market volatility. You will collaborate with our network of specialists to offer holistic advice, ensuring compliance with all regulatory standards while utilizing cutting-edge tools for portfolio monitoring and reporting. In Nanuet, NY, you will also focus on community outreach to grow your client base, participating in local events to connect with high-potential prospects in the New York metropolitan area. We value advisors who embody J.P. Morgan's commitment to excellence, integrity, and client-centric service. This position offers the opportunity to thrive in a dynamic financial services environment, with robust support for professional growth and competitive rewards tied to your success in building client assets under management. If you are passionate about empowering clients to achieve their financial aspirations, join our team and contribute to J.P. Morgan's legacy of leadership in wealth management.

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 Nanuet, NY branch to assess financial goals, risk tolerance, and needs
• Build and nurture long-term relationships with private clients to drive asset growth and retention
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in estate planning and philanthropy, to deliver holistic solutions
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect and acquire new clients through referrals, community engagement, and branch networking in the local Nanuet area
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic conditions, and J.P. Morgan's research insights
• Maintain accurate records of client interactions and transactions in J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities 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 in a branch or advisory setting
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work in a fast-paced, branch-based environment in Nanuet, NY
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the New York metropolitan area
• Bilingual proficiency in English and Spanish to serve diverse clients in Nanuet, NY
• Previous experience at a major financial institution like J.P. Morgan Chase or similar
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Market research and economic analysis
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from financial reports
• Team collaboration in a corporate environment

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including access to J.P. Morgan's internal training and certification support
• Employee stock purchase plan and other investment opportunities
• Wellness programs, including gym memberships and mental health resources
• Relocation assistance if applicable for the Nanuet, NY location

JP Morgan Chase is an equal opportunity employer.