J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere, Bayhill, Isleworth)

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 branch-based team in the vibrant Orlando area, specifically serving clients in Windermere, Bayhill, and Isleworth. As a Private Client 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 expertise, you will provide holistic solutions that encompass investment management, retirement planning, estate strategies, and banking integration, all while fostering trust and loyalty in a client-centric environment. This position offers the opportunity to thrive in a dynamic branch setting, where collaboration with fellow advisors and specialists enhances the client experience. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique financial needs, recommending customized investment portfolios, and monitoring performance to adapt to market shifts. You will also engage in proactive outreach to grow your client base through local networking events and referrals, ensuring compliance with all regulatory requirements. At J.P. Morgan, we empower our advisors with cutting-edge tools, robust training, and access to a vast network of experts, enabling you to deliver sophisticated wealth management services that set us apart in the financial services industry. Joining J.P. Morgan Wealth Management means becoming part of a prestigious firm renowned for innovation and integrity in finance. We value advisors who are passionate about client success and committed to professional growth. If you have a proven track record in financial advising and a desire to make a meaningful impact in the Orlando community, this role offers unparalleled opportunities for career advancement and personal fulfillment within one of the world's leading financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized investment advice to high-net-worth individuals and families
• Develop and maintain long-term relationships with private clients in the Orlando branch network
• Conduct client needs assessments, recommend tailored wealth management solutions, and execute investment strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic services
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory standards
• Prospect and acquire new clients through networking, referrals, and community engagement in Windermere, Bayhill, and Isleworth
• Educate clients on J.P. Morgan Wealth Management products, including brokerage, retirement planning, and philanthropy
• Prepare and deliver financial reports, performance reviews, and goal-setting sessions
• Stay abreast of industry trends, tax laws, and economic factors to provide proactive advice
• Ensure all client interactions adhere to J.P. Morgan's ethical standards and risk management protocols

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 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 the Orlando area (Windermere, Bayhill, Isleworth)
• Clean U4 record and adherence to FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Florida market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and tools
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, alternatives)
• Client relationship management and consultative selling
• Regulatory compliance (FINRA, SEC, AML)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Networking and business development
• Ethical decision-making
• Data interpretation and market research
• Team collaboration with internal partners
• Customer service orientation
• Adaptability to economic and regulatory changes

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 financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates in the Orlando area

JP Morgan Chase is an equal opportunity employer.