J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, CA (Balboa and 32nd)

Location: Newport Beach, 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 Newport Beach branch at Balboa and 32nd. In this branch-based role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a key member of our high-performing team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic financial advice, including investment strategies, retirement planning, and estate management. This position offers the opportunity to build lasting client relationships in the vibrant Southern California market, contributing to the firm's mission of empowering clients to achieve their financial aspirations. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios from J.P. Morgan's extensive product offerings, such as mutual funds, ETFs, and alternative investments. You will collaborate closely with branch colleagues, including private bankers and investment specialists, to ensure seamless service delivery. Success in this role requires a client-centric approach, where you proactively identify opportunities, educate on market dynamics, and adapt strategies to evolving economic conditions. Compliance with all regulatory standards is paramount, ensuring trust and integrity in every interaction. J.P. Morgan Wealth Management is committed to fostering a supportive and inclusive environment for our advisors. We provide robust training, cutting-edge technology, and a competitive compensation structure to help you thrive. If you are passionate about financial services and eager to make a meaningful impact in Newport Beach, this role offers unparalleled growth potential within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Newport Beach area
• Develop and maintain long-term relationships with clients through regular consultations and proactive outreach
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect and acquire new clients through networking, referrals, and community engagement in Balboa and surrounding areas
• Monitor market trends and client portfolios to adjust strategies and mitigate risks
• Educate clients on J.P. Morgan Wealth Management services, including digital tools and advisory platforms
• Document client interactions and maintain accurate records in compliance with regulatory standards

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in wealth management, financial advising, or client-facing roles in the financial services industry
• 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 and collaborate with a team of advisors and support staff

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Southern California market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Newport Beach
• Prior experience with J.P. Morgan Chase systems or similar enterprise financial platforms

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Digital literacy in CRM systems (e.g., Salesforce)
• Market trend analysis
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements

JP Morgan Chase is an equal opportunity employer.