J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Lower Midtown West)

Location: New York, 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 dynamic team in the heart of New York City's Lower Midtown West branch. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and tailored advice to affluent individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's world-class resources, including proprietary research, investment platforms, and integrated banking solutions, you will provide holistic guidance on investments, retirement, estate planning, and more. This position offers the opportunity to thrive in a collaborative environment where innovation and client-centric service define our approach to wealth management in one of the world's most competitive financial markets. Your primary focus will be on cultivating deep, trust-based relationships with high-net-worth clients, understanding their unique financial needs, and recommending personalized strategies that align with J.P. Morgan's commitment to excellence. You will collaborate with cross-functional teams, including investment specialists and lending experts, to offer seamless solutions that encompass everything from portfolio optimization to philanthropic advisory services. In this role, you will also engage in proactive business development, networking within the vibrant New York community to attract and retain clients, while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who are passionate about empowering clients' financial futures and who bring a blend of technical expertise and interpersonal finesse to the table. Joining J.P. Morgan Wealth Management means becoming part of a prestigious institution with a legacy of leadership in global finance, where your contributions directly impact the success of our clients and the firm. If you are a results-oriented professional with a proven track record in financial advisory, we invite you to bring your talents to our Lower Midtown West team and help shape the next chapter of wealth management excellence.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lower Midtown West branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan teams to deliver integrated solutions such as banking, lending, and investment management
• Prospect and acquire new clients through networking, referrals, and community involvement in the New York market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, risk management, and J.P. Morgan's proprietary tools and research
• Participate in branch events and initiatives to promote J.P. Morgan's brand in the competitive New York financial landscape
• Document client interactions and maintain accurate records in J.P. Morgan's CRM 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) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Excellent communication and interpersonal skills to engage with affluent clients
• Ability to work in a fast-paced, branch-based environment in New York City

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase products and services or similar large financial institutions
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse client bases in New York
• Master's degree in finance or related field
• Prior success in meeting or exceeding sales targets in wealth management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Negotiation and advisory consulting
• Emotional intelligence and empathy
• Technical proficiency in financial planning software
• Adaptability in a dynamic financial environment

Benefits

• Competitive base salary plus performance-based incentives and bonuses tied to client acquisition and retention
• 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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to New York

JP Morgan Chase is an equal opportunity employer.