J.P. Morgan Wealth Management – Private Client Advisor - Queens Central

Location: Fresh Meadows, NY, 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 Fresh Meadows, NY, serving the vibrant Queens Central community. In this role, you will act as a trusted financial partner, delivering comprehensive wealth management solutions to individuals and families seeking to achieve their long-term financial goals. Leveraging J.P. Morgan's global resources and expertise, you will provide personalized advice on investments, retirement planning, estate strategies, and more, all while fostering enduring client relationships in a dynamic branch environment. This position is ideal for a seasoned advisor passionate about helping diverse clients navigate the complexities of the financial markets with confidence and clarity. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique needs, recommending tailored investment portfolios from J.P. Morgan's suite of products, and monitoring performance against economic trends. You will collaborate with our team of specialists to offer holistic services, ensuring compliance with all regulatory standards. As a branch-based advisor, you will engage in local networking to grow your client base, host educational seminars on topics like tax-efficient investing, and utilize cutting-edge digital tools to enhance client experiences. Success in this role requires a client-centric approach, where building trust and delivering measurable results are paramount. J.P. Morgan Wealth Management is committed to empowering advisors like you with unparalleled support, including access to proprietary research, advanced technology platforms, and ongoing training. Join a firm renowned for its integrity and innovation in the financial services industry, and contribute to the financial well-being of Queens families. If you thrive in a fast-paced, relationship-driven setting and have a proven track record in wealth advisory, this opportunity at our Fresh Meadows location offers the platform to advance your career while making a meaningful impact.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Queens Central area
• Develop and maintain long-term relationships with private clients through comprehensive needs assessments and tailored solutions
• Recommend J.P. Morgan Wealth Management products including investment portfolios, retirement planning, and estate strategies
• Conduct client meetings in the Fresh Meadows branch to review financial goals, market updates, and portfolio performance
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect and acquire new clients within the local community through networking and referrals
• Monitor economic trends and market conditions to adjust client strategies accordingly
• Prepare and present financial reports, projections, and educational seminars for clients
• Support client onboarding and ongoing portfolio management using J.P. Morgan's digital tools

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) 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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Fresh Meadows, NY
• Clean background check and compliance with FINRA requirements

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency in English and Spanish to serve diverse Queens clientele
• Advanced degree such as MBA in finance
• Prior success in meeting sales targets for investment and advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and economic analysis
• Team collaboration
• Digital literacy for client portals and CRM systems

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 programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance if applicable, plus commuter benefits for New York-based roles

JP Morgan Chase is an equal opportunity employer.