J.P. Morgan Wealth Management – Private Client Advisor - Reno and Sparks, NV

Location: Reno, NV, 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 dynamic team in the Reno and Sparks, NV branches. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's world-class resources, including cutting-edge investment research and a vast array of financial products, you will guide clients through complex decisions in retirement planning, estate strategies, and portfolio optimization. This position offers the opportunity to thrive in a collaborative environment where your expertise directly impacts client success and contributes to the growth of our esteemed firm in the vibrant Northern Nevada market. Your day-to-day responsibilities will involve building deep, trust-based relationships with clients, conducting thorough financial assessments, and crafting bespoke strategies that align with their unique goals and risk tolerances. You will collaborate closely with J.P. Morgan Chase retail bankers to source leads and expand our client base, while ensuring all recommendations adhere to the highest standards of regulatory compliance. In this role, you will utilize proprietary J.P. Morgan tools to monitor market trends and adjust portfolios proactively, providing ongoing education and support to empower clients in an ever-evolving financial landscape. We value professionals who are passionate about wealth management and committed to excellence. Joining J.P. Morgan means access to unparalleled professional development, a supportive culture, and the chance to make a meaningful difference in clients' lives. If you are a licensed advisor with a proven track record in financial services, we encourage you to apply and become part of our legacy of innovation and client-centric service in the heart of Reno and Sparks.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Reno and Sparks areas
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored wealth management solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan Chase branch teams to identify and refer prospective clients from retail banking channels
• Recommend and implement investment portfolios using J.P. Morgan's proprietary tools and research
• Ensure all advisory activities comply with federal and state regulations, including FINRA and SEC guidelines
• Monitor client portfolios and market conditions to proactively adjust strategies and communicate updates
• Participate in community events and networking to expand J.P. Morgan's presence in Northern Nevada
• Achieve individual and team sales goals for assets under management and advisory fees
• Mentor junior advisors and contribute to branch training on wealth management best practices

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 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting in Reno and Sparks, NV, with flexibility for local travel
• 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 J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency in Spanish or other languages spoken in the Reno/Sparks community
• Prior success in meeting sales targets and growing client assets under management
• Knowledge of local economic factors influencing wealth management in Nevada

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and negotiation techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic analysis
• CRM tools (e.g., Salesforce)
• Ethical decision-making
• Team collaboration and leadership

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
• 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 for qualifying candidates moving to the Reno/Sparks area

JP Morgan Chase is an equal opportunity employer.