J.P. Morgan Wealth Management – Private Client Advisor - Roselle / Colonia / Short Hills / Montclair - New Jersey

Location: Colonia, NJ, 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 Roselle, Colonia, Short Hills, and Montclair branches in New Jersey. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's renowned expertise in investment management, banking, and advisory services, you will provide personalized strategies that encompass retirement planning, estate optimization, and portfolio diversification, all while fostering trust and loyalty in a client-centric environment. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored investment solutions from J.P. Morgan's extensive suite of products, and collaborating with internal specialists to ensure seamless service delivery. You will actively engage with the local New Jersey community to identify and cultivate new client relationships, driving sustainable growth in assets under management. Compliance with industry regulations and adherence to J.P. Morgan's high ethical standards will be integral to your success, ensuring that every recommendation aligns with clients' best interests and risk profiles. This role offers a unique opportunity to thrive in a supportive, high-performance culture at one of the world's leading financial institutions. With access to cutting-edge tools, ongoing training, and a collaborative branch network, you will contribute to J.P. Morgan's mission of empowering clients to secure their financial futures. If you are passionate about wealth management and ready to make a meaningful impact in the financial services industry, apply today to join our team in New Jersey.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations in Roselle, Colonia, Short Hills, and Montclair
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management
• Collaborate with J.P. Morgan teams to offer access to banking, lending, and investment products
• Prospect and acquire new clients through networking, referrals, and community engagement in New Jersey
• Ensure compliance with all regulatory requirements and J.P. Morgan's ethical standards
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, J.P. Morgan's offerings, and wealth preservation strategies
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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 in a fast-paced, client-focused setting within New Jersey branches

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 New Jersey
• Prior success in meeting sales targets and growing assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Risk assessment and mitigation
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data analysis for client reporting
• Networking and business development
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions within New Jersey branches

JP Morgan Chase is an equal opportunity employer.