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

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 Lower Westside branch of New York, NY. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to affluent individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and innovative tools, you will create customized strategies that encompass investment management, retirement planning, estate strategies, and more, all while fostering trust-based relationships in a vibrant, diverse community. In this client-centric role, you will conduct in-depth financial assessments, analyze market opportunities, and recommend solutions from our extensive portfolio of products, including equities, fixed income, alternative investments, and banking services. You will collaborate closely with J.P. Morgan specialists to provide holistic advice, ensuring every recommendation aligns with clients' risk tolerance, objectives, and life stages. Success in this position requires a passion for wealth management, a commitment to ethical practices, and the ability to thrive in a fast-paced branch environment where building lasting client loyalty drives business growth. J.P. Morgan Wealth Management is renowned for its client-first approach and cutting-edge technology, empowering advisors like you to deliver exceptional value. If you are a licensed professional with a proven track record in financial services, eager to contribute to one of the world's leading financial institutions, this opportunity in New York offers unparalleled potential for career advancement and impact.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families
• Develop and maintain long-term relationships with clients through regular consultations and proactive outreach
• Conduct comprehensive financial needs assessments and recommend tailored solutions from J.P. Morgan's suite of wealth management products
• Collaborate with internal teams, including investment specialists and estate planners, to deliver holistic advisory services
• Identify opportunities to expand client portfolios and refer business to other J.P. Morgan divisions
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Participate in community events and networking to source new clients in the Lower Westside area
• Monitor market trends and client portfolios to adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's digital tools and platforms for self-directed wealth management

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) 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 in a branch-based setting in New York, NY (Lower Westside)

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services
• Bilingual proficiency, particularly in Spanish, given the diverse client base in New York
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (SEC/FINRA)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's employee benefits portal
• Wellness programs, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.