J.P. Morgan Wealth Management - Private Client Advisor - Riverhead, NY

Location: Riverhead, 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 Riverhead, NY branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive financial planning, investment guidance, and personalized wealth management solutions. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate their financial journeys, from retirement planning to estate strategies, in the dynamic Long Island market. This position is ideal for a client-focused professional passionate about delivering exceptional service and driving meaningful outcomes in a collaborative team environment. As a Private Client Advisor, your primary focus will be building and nurturing long-term relationships with high-potential clients in the Riverhead community. You will conduct thorough financial assessments, recommend tailored investment portfolios, and monitor performance to align with clients' evolving goals and risk profiles. Collaborating with J.P. Morgan specialists, you will provide access to a full suite of wealth management services, including banking integration and alternative investments. Success in this role requires a proactive approach to client acquisition through networking, referrals, and branch initiatives, while ensuring all advice adheres to strict regulatory standards set by FINRA and the SEC. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where advisors can thrive professionally and personally. In Riverhead, NY, you will contribute to a vibrant branch atmosphere, supporting team goals and participating in local community engagement. With access to cutting-edge technology, ongoing training, and a supportive network, this role offers substantial opportunities for career growth within one of the world's leading financial institutions. If you are a licensed financial professional with a passion for empowering clients' financial futures, join us to make a lasting impact.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families in the Riverhead, NY branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct needs-based assessments and recommend personalized investment portfolios using J.P. Morgan's proprietary tools
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions, including retirement planning and estate strategies
• Prospect for new clients through community networking, referrals, and branch events in the local Riverhead area
• Monitor client portfolios, execute trades, and adjust strategies in response to market changes and client needs
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan Wealth Management products and services to drive asset growth
• Participate in ongoing professional development and training programs offered by J.P. Morgan
• Contribute to branch goals by supporting team initiatives and client acquisition efforts

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client relationship management and portfolio growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Excellent communication and interpersonal skills for client interactions
• Ability to work in a branch-based environment in Riverhead, NY

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with high-net-worth individuals and families in the Long Island market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous experience in retail banking or branch operations

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance and risk management
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Team collaboration and leadership
• Market trend analysis
• Ethical decision-making in financial advising
• Customer service orientation
• Adaptability to economic changes
• Digital literacy for client reporting 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 opportunities through J.P. Morgan's training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance if applicable for the Riverhead, NY location

JP Morgan Chase is an equal opportunity employer.