J.P. Morgan Wealth Management - Private Client Advisor - Richmond, Henrico, Mechanicsville, Midlothian, VA

Location: Richmond, VA, 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 Richmond, VA area, covering branches in Henrico, Mechanicsville, Midlothian, and surrounding communities. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial goals through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and innovative tools, you will deliver holistic wealth management solutions, including investment strategies, retirement planning, and estate services, all while fostering trust and long-term partnerships with clients in this vibrant Virginia market. Your day-to-day responsibilities will involve conducting in-depth financial assessments, recommending tailored portfolios from J.P. Morgan's extensive offerings, and collaborating with specialists to address complex needs such as lending and philanthropy. You will proactively engage with the local community to identify opportunities, host educational seminars, and ensure seamless integration of Chase banking services with wealth management. Compliance and client-centric service are at the core of your role, ensuring every recommendation aligns with regulatory standards and J.P. Morgan's commitment to integrity. This position offers a rewarding career path within one of the world's leading financial institutions, with opportunities for growth, professional development, and competitive compensation. If you are passionate about empowering clients' financial futures and thrive in a collaborative branch environment, join J.P. Morgan Wealth Management to make a meaningful impact in the Richmond region.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Richmond area
• Develop and maintain long-term relationships with clients through proactive outreach and branch-based consultations
• Conduct comprehensive financial needs assessments, including retirement, estate, and tax planning
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of products and services
• Collaborate with J.P. Morgan specialists in lending, estate planning, and philanthropy to deliver holistic solutions
• Prospect for new clients within the local community, including Henrico, Mechanicsville, Midlothian, and surrounding regions
• Ensure compliance with all regulatory requirements and J.P. Morgan's risk management policies
• Monitor client portfolios and market conditions to adjust strategies and maximize returns
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client benefits
• Participate in branch events and networking to enhance J.P. Morgan's presence in Virginia

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in Richmond, Henrico, Mechanicsville, and Midlothian areas
• Clean U4 record and adherence to FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Virginia
• Prior success in asset gathering and portfolio management exceeding $1M AUM
• Knowledge of local market dynamics in the Richmond metropolitan area

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and prospecting techniques
• Risk assessment and management
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy for CRM systems like Salesforce
• Market trend analysis
• Team collaboration in a branch setting

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
• 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 Richmond area

JP Morgan Chase is an equal opportunity employer.