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

Location: 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 Orlando, FL branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including access to sophisticated investment strategies, banking integration, and global market insights, to help clients achieve financial security and growth. This position is ideal for professionals passionate about building lasting client relationships in a dynamic, client-centric environment. Your primary focus will be on understanding clients' financial situations through in-depth consultations, developing personalized plans that encompass investments, retirement strategies, estate planning, and more. You will collaborate with J.P. Morgan specialists to offer holistic advice, ensuring seamless integration of Chase banking services with advanced wealth management tools. In the vibrant Orlando market, you will engage with diverse clientele, from growing families to affluent professionals, while navigating local economic trends to provide proactive recommendations. Compliance and ethical standards are paramount, as you uphold J.P. Morgan's commitment to integrity in every interaction. Success in this role requires a blend of technical expertise and interpersonal skills to drive client satisfaction and business growth. You will participate in ongoing training to stay ahead of industry developments and contribute to the branch's success through networking and community involvement. J.P. Morgan Wealth Management offers a supportive culture with opportunities for career advancement, making this an excellent platform for experienced advisors to thrive in a prestigious firm.

Key Responsibilities

• Develop and maintain long-term relationships with private clients, providing personalized financial planning and investment advice
• Conduct comprehensive financial assessments to identify client needs and recommend tailored wealth management solutions
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Prospect and acquire new clients through community engagement, referrals, and branch networking in Orlando
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure compliance with FINRA, SEC, and internal J.P. Morgan policies in all advisory activities
• Educate clients on J.P. Morgan's suite of products, including Chase Private Client services and investment options
• Participate in branch events and professional development to enhance client service delivery
• Analyze economic trends and provide insights to support client decision-making
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record in client relationship management and sales within the financial services industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based environment in Orlando, FL
• Clean U4 and background check

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with high-net-worth individuals and families in the Southeast region
• Bilingual proficiency in English and Spanish to serve diverse Orlando clientele
• Prior experience with J.P. Morgan Chase systems and platforms
• Master's degree in finance or related discipline

Required Skills

• Financial planning and analysis
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• CRM software proficiency (e.g., Salesforce)
• Market research and economic analysis
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy in financial tools
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and financial wellness resources
• Access to J.P. Morgan's global wellness programs and employee assistance services
• Relocation assistance for eligible candidates moving to Orlando, FL

JP Morgan Chase is an equal opportunity employer.