J.P. Morgan Wealth Management – Private Client Advisor - Parsippany, New Jersey

Location: Parsippany, NJ, 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 in Parsippany, New Jersey. In this client-facing role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and a client-centric approach to provide personalized strategies for wealth accumulation, retirement, estate planning, and more. This position offers the opportunity to build meaningful relationships in a dynamic branch environment, contributing to the firm's reputation as a leader in the financial services industry. Your primary focus will be on understanding clients' unique needs and crafting tailored solutions using J.P. Morgan's suite of products, including investment management, banking, and lending services. You will collaborate with internal specialists to offer holistic advice, monitor portfolios amid market fluctuations, and ensure all recommendations align with regulatory standards. Success in this role requires a passion for client success, the ability to prospect within the local Parsippany community, and a commitment to J.P. Morgan's core values of integrity and excellence. By fostering trust and delivering results, you will play a vital role in empowering clients to navigate their financial journeys with confidence. J.P. Morgan Wealth Management is part of one of the world's most respected financial institutions, providing unparalleled support and growth opportunities. This role is ideal for experienced advisors who thrive in a collaborative, high-performance culture and are eager to make a tangible impact on clients' lives. If you are licensed, client-focused, and ready to elevate your career in wealth management, join us in Parsippany to help shape the future of financial advisory services.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages using J.P. Morgan's resources
• Build and nurture long-term relationships with private clients through proactive outreach and exceptional service in the Parsippany branch
• Conduct financial needs assessments, including retirement planning, estate planning, and tax strategies
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to deliver holistic solutions
• Monitor client portfolios and market conditions to recommend adjustments and ensure alignment with objectives
• Ensure all advisory activities comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Prospect for new clients within the local community and refer opportunities to other J.P. Morgan business lines
• Educate clients on J.P. Morgan Wealth Management products and services to enhance their financial well-being
• Maintain accurate records and documentation for client interactions and advisory recommendations

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) securities 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 financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Parsippany, New Jersey
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in wealth management
• Familiarity with J.P. Morgan Chase's proprietary tools and platforms for financial planning
• Bilingual skills to serve diverse client bases in the New Jersey area
• Previous experience in a J.P. Morgan or similar large financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and management
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance if applicable for the Parsippany location

JP Morgan Chase is an equal opportunity employer.