J.P. Morgan Wealth Management – Private Client Advisor - Pittsboro, NC

Location: Pittsboro, NC, 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 Pittsboro, NC branch. In this role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice to help them achieve their long-term wealth objectives. As a branch-based advisor, you will leverage J.P. Morgan's global resources and innovative tools to deliver personalized solutions, including investment management, retirement strategies, and estate planning. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering lasting relationships in the local Pittsboro community. Your primary focus will be on understanding clients' financial situations, goals, and risk profiles to develop tailored advisory plans. You will collaborate with J.P. Morgan's integrated wealth management platform, which combines banking, lending, and investment services to provide holistic support. Responsibilities include prospecting for new clients through community engagement, conducting in-depth financial reviews, and ensuring all recommendations align with regulatory standards set by FINRA and the SEC. Success in this role requires a proactive approach to portfolio monitoring and adapting to market dynamics, all while upholding J.P. Morgan's commitment to integrity and excellence. Joining J.P. Morgan Wealth Management means becoming part of a world-class firm renowned for its leadership in financial services. In Pittsboro, NC, you will contribute to a dynamic team environment that values innovation, diversity, and client-centric service. We offer robust professional development opportunities, competitive compensation, and a supportive culture that empowers advisors to thrive. If you are a licensed financial professional with a passion for helping clients build and preserve wealth, this role provides the platform to advance your career while making a meaningful impact in the lives of those you serve.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk tolerances
• Prospect, develop, and nurture client relationships within the Pittsboro, NC community to grow a sustainable book of business
• Conduct comprehensive financial reviews, including asset allocation, portfolio management, and retirement planning
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Ensure compliance with all federal and state regulations, including FINRA and SEC guidelines, while maintaining accurate client records
• Educate clients on J.P. Morgan's suite of wealth management products, such as mutual funds, ETFs, and alternative investments
• Monitor market trends and economic conditions to proactively adjust client portfolios and strategies
• Participate in local networking events and community initiatives to enhance J.P. Morgan's brand presence in Pittsboro
• Achieve individual and branch performance goals related to assets under management (AUM) and client satisfaction metrics
• Mentor junior advisors and support team efforts in delivering exceptional client experiences

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 advising or wealth management
• Proven track record of client acquisition and retention in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to build and maintain long-term relationships with high-net-worth individuals and families
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working in a J.P. Morgan Chase branch or similar high-volume financial services setting
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Pittsboro, NC
• Knowledge of estate planning, retirement strategies, and tax-efficient investing
• Prior success in meeting or exceeding sales targets for investment products and advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis using financial software
• Negotiation and advisory counseling
• Market research and trend analysis
• Team collaboration
• Ethical judgment in financial advising

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 up to 5% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Pittsboro, NC area

JP Morgan Chase is an equal opportunity employer.