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

Location: Naples, 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 Naples, FL branch. In this role, you will serve as a trusted financial partner to high-net-worth individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and innovative platforms to provide holistic financial planning, including investment strategies, retirement optimization, estate planning, and philanthropic advisory services. Your focus will be on fostering long-term client relationships while driving sustainable growth in assets under management within the vibrant Naples community. Key to success in this position is your ability to prospect and engage affluent clients through personalized consultations and local networking. You will conduct thorough financial assessments, recommend diversified investment portfolios, and collaborate with J.P. Morgan's network of experts in banking, lending, and alternative assets to offer seamless, integrated solutions. Compliance with FINRA and SEC regulations is paramount, ensuring all advice and transactions uphold the highest standards of integrity and client protection. This role demands a proactive approach to monitoring market dynamics and adjusting strategies to align with evolving client objectives and economic conditions. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge tools, ongoing training, and a supportive team environment. In Naples, FL, you will contribute to a dynamic branch serving a sophisticated clientele in one of Florida's premier markets. If you are passionate about financial advisory and excel in client-centric roles, this opportunity allows you to advance your career while making a meaningful impact on clients' financial futures. Join us to be part of a firm renowned for its leadership in wealth management and commitment to excellence.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Naples, FL branch
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local market
• Conduct in-depth financial assessments and create tailored investment portfolios aligned with client goals and risk tolerance
• Collaborate with J.P. Morgan specialists in banking, lending, and alternative investments to deliver holistic solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory standards
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, trusts, and philanthropic services
• Maintain accurate records in CRM systems and adhere to FINRA and SEC reporting requirements
• Participate in branch events and professional development to enhance client service excellence
• Drive business growth by identifying cross-selling opportunities within J.P. Morgan Chase's ecosystem

Required Qualifications

• Bachelor's degree in finance, business administration, 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 advisory, wealth management, or client-facing roles
• Proven track record of building 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 Naples, FL market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous success in asset gathering and portfolio management exceeding $50 million AUM

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• CRM software proficiency (e.g., Salesforce)
• Estate and tax planning knowledge
• Analytical problem-solving
• Time management and organization
• Emotional intelligence and empathy
• Negotiation and advisory skills
• Market trend analysis
• Team collaboration and leadership

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 6%
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• 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 for eligible candidates moving to Naples, FL

JP Morgan Chase is an equal opportunity employer.