J.P. Morgan Wealth Management – Private Client Advisor - Napa, CA and Surrounding areas

Location: Napa, 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 branch in Napa, CA, and serve clients in surrounding areas. As a Private Client Advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to high-net-worth individuals and families, helping them navigate complex financial landscapes with confidence. Leveraging J.P. Morgan's global resources and expertise, you will create tailored strategies that encompass investment management, retirement planning, estate strategies, and philanthropic goals, all while fostering enduring client relationships in the vibrant wine country community. Your day-to-day responsibilities will include conducting in-depth client consultations to assess their unique needs, recommending diversified investment portfolios aligned with J.P. Morgan's rigorous standards, and collaborating with our network of specialists to provide integrated solutions across banking, lending, and advisory services. You will actively engage in local networking events, leveraging the affluent demographics of Napa to grow your client base and contribute to the firm's expansion in the region. Compliance and ethical advisory practices are paramount, ensuring all recommendations adhere to the highest regulatory and firm standards. This role demands a passion for financial services and a commitment to client success, offering the opportunity to thrive in a dynamic, supportive environment at one of the world's leading financial institutions. With access to cutting-edge tools, ongoing training, and a culture that values innovation and integrity, you will advance your career while making a meaningful impact on clients' financial futures in the picturesque Napa Valley.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Napa, CA, and surrounding areas
• Develop and maintain long-term relationships with clients to understand their financial goals, risk tolerance, and life objectives
• Conduct comprehensive financial reviews, including portfolio analysis, retirement planning, and wealth transfer strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in the local Napa market
• Ensure all advisory services comply with J.P. Morgan's policies, SEC regulations, and FINRA guidelines
• Monitor market trends and economic conditions to adjust client portfolios and provide timely recommendations
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, alternative investments, and sustainable investing options
• Participate in branch-based team meetings and contribute to the overall growth of the J.P. Morgan Wealth Management practice
• Document client interactions and maintain accurate records 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 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 developing and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• 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 wine country or luxury markets of Napa, CA
• Bilingual proficiency in Spanish or other languages common in the Napa region
• Prior success in business development and asset acquisition within J.P. Morgan Wealth Management
• Knowledge of estate planning, tax strategies, and philanthropic advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (SEC, FINRA)
• Sales and business development
• Risk assessment and management
• Estate and tax planning
• Analytical problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Market research and trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness benefits, including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for qualifying candidates moving to the Napa area

JP Morgan Chase is an equal opportunity employer.