J.P. Morgan Wealth Management – Private Client Advisor - North Central San Diego, CA (area)

Location: San Diego, 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 North Central San Diego branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships in the vibrant San Diego community. This position offers the opportunity to thrive in a dynamic environment where your advisory skills can directly impact clients' financial futures. As a Private Client Advisor, your primary focus will be on understanding clients' holistic needs and providing personalized advice that aligns with J.P. Morgan's commitment to excellence in wealth management. You will conduct in-depth financial assessments, recommend diversified portfolios utilizing our proprietary investment tools, and collaborate with J.P. Morgan specialists to offer integrated services like banking, lending, and philanthropy advisory. In the North Central San Diego area, you will engage with a diverse clientele, including professionals and families seeking growth-oriented solutions amid California's dynamic economy. Success in this role requires a client-centric approach, where building trust and delivering measurable results are paramount. J.P. Morgan Wealth Management is renowned for its innovative platforms and robust support, empowering advisors like you to excel. You will have access to cutting-edge research, training, and technology to stay ahead of market trends and regulatory changes. This role not only demands strong financial acumen but also the ability to inspire confidence in clients facing life's pivotal moments. Join our team in San Diego to contribute to J.P. Morgan's legacy of helping clients achieve their aspirations while advancing your career in 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 North Central San Diego area
• Develop and maintain long-term relationships with clients through regular consultations and proactive outreach
• Conduct comprehensive financial needs assessments, including retirement, education, and estate planning
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Collaborate with internal teams, including bankers and specialists, to deliver holistic financial solutions
• Prospect and acquire new clients through networking, referrals, and community involvement in San Diego
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan's regulatory standards
• Monitor client portfolios and market conditions to adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Track and report on client satisfaction, portfolio performance, and business development metrics

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 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
• Ability to work in a branch-based setting in North Central San Diego, CA, with flexibility for local travel
• Clean U4 and background check with no disqualifying disclosures

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 in English and Spanish, given the diverse client base in San Diego
• Previous success in generating new business and achieving sales targets in wealth management
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, alternatives)
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Digital literacy for client portals and CRM systems
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration
• 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 employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• 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 if applicable for the San Diego location

JP Morgan Chase is an equal opportunity employer.