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

Location: Raleigh, 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 Raleigh, NC branch. In this branch-based role, you will serve as a trusted financial advisor to high-net-worth individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and cutting-edge platforms to provide holistic financial planning, including investment strategies, retirement planning, and legacy preservation. Our Private Client Advisors play a pivotal role in helping clients navigate complex financial landscapes, fostering long-term partnerships that drive both client success and business growth in the dynamic Raleigh market. Your day-to-day responsibilities will involve conducting thorough client assessments, developing personalized investment portfolios, and collaborating with J.P. Morgan specialists across banking, lending, and asset management. You will actively prospect for new clients through community events, referrals, and branch networking, while ensuring all advice complies with FINRA and SEC regulations. Success in this role requires a client-centric approach, where you educate and empower families to achieve their financial goals, whether through sustainable investing, tax-efficient strategies, or multi-generational planning. With a focus on the Southeast's growing affluent population, you will contribute to expanding J.P. Morgan's presence in Raleigh by building a robust book of business. J.P. Morgan Wealth Management offers an unparalleled platform for career advancement, backed by world-class training and technology. If you are passionate about financial services and thrive in a collaborative, high-performance environment, this role provides the opportunity to make a meaningful impact on clients' lives while advancing your professional journey with one of the world's leading financial institutions. We value diversity and inclusion, encouraging applications from underrepresented backgrounds to enrich our team in Raleigh.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Raleigh area
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through branch-based networking, referrals, and community engagement
• Conduct in-depth financial analyses and prepare customized recommendations using J.P. Morgan tools and resources
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with all regulatory standards
• Educate clients on J.P. Morgan Wealth Management offerings, such as alternative investments and sustainable investing options
• Maintain accurate records in CRM systems and adhere to J.P. Morgan's risk management protocols
• Participate in local business development initiatives to grow the Raleigh branch's client base
• Foster long-term client relationships to achieve retention rates above 95% and increase assets under management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, 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
• 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 independently in a branch-based setting while collaborating with team members
• 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 with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Raleigh
• Previous success in asset gathering and portfolio management exceeding $50M in AUM
• Knowledge of local Raleigh market dynamics and high-net-worth demographics

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Knowledge of tax and estate planning
• Market trend analysis
• Team collaboration
• Time management and organization
• Ethical judgment in financial advising
• Adaptability to economic changes

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 6%
• 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 onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Raleigh area

JP Morgan Chase is an equal opportunity employer.