J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PA

Location: Pittsburgh, PA, 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 Pittsburgh, PA branch. In this client-centric role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and cutting-edge research, you will craft personalized strategies encompassing investments, retirement planning, estate management, and more. This position offers the opportunity to thrive in a dynamic branch environment, fostering deep relationships while contributing to the growth of one of the world's leading financial institutions. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored investment portfolios from J.P. Morgan's diverse offerings, and providing ongoing guidance amid evolving market conditions. You will collaborate seamlessly with our team of experts, including investment specialists and bankers, to ensure clients receive holistic advice that maximizes their financial well-being. Success in this role demands a proactive approach to client engagement, from initial consultations to regular portfolio reviews, all while upholding the highest standards of integrity and compliance in line with J.P. Morgan's commitment to ethical practices. We value professionals who are passionate about empowering clients to achieve their aspirations. As a Private Client Advisor, you will have access to J.P. Morgan's unparalleled tools, training, and support network to excel in serving the Pittsburgh community. If you are a results-oriented advisor with a knack for building lasting partnerships, join us to make a meaningful impact in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and proactive outreach to ensure ongoing satisfaction and portfolio optimization
• Identify opportunities to introduce J.P. Morgan Wealth Management products, including investment portfolios, banking solutions, and lending options
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Conduct financial needs assessments, create customized wealth strategies, and monitor market conditions to adjust recommendations accordingly
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies, maintaining accurate documentation and disclosures
• Prospect for new clients through community events, referrals, and networking in the Pittsburgh area to grow the client base
• Educate clients on J.P. Morgan's proprietary tools and research to enhance decision-making and trust
• Manage client portfolios using J.P. Morgan's advanced platforms, focusing on diversification, risk management, and performance tracking
• Participate in professional development and training to stay abreast of industry trends and J.P. Morgan innovations

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 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 independently in a branch-based setting while collaborating with team members
• Clean U4 and background check with no significant regulatory violations

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, particularly in languages spoken in the Pittsburgh community
• Prior success in generating new business through networking and referrals in wealth management
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Sales and business development
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses tied to client acquisition and retention
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match and immediate vesting
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement for certifications like CFP or CFA
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for Pittsburgh-based employees

JP Morgan Chase is an equal opportunity employer.