J.P. Morgan Wealth Management – Private Client Advisor - Sacramento and Elk Gove, CA

Location: Sacramento, CA, 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 Sacramento and Elk Grove, CA branches. As a branch-based advisor, you will play a pivotal role in delivering personalized financial planning and comprehensive advice to affluent individuals and families. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement and legacy planning. This position offers the opportunity to build lasting relationships in a supportive, high-performing environment, contributing to the firm's reputation as a leader in wealth management. Your primary focus will be on understanding each client's unique goals and risk tolerance to craft bespoke solutions using J.P. Morgan's suite of products, including equities, fixed income, alternative investments, and integrated banking services. You will collaborate with internal specialists to provide holistic advice, ensuring compliance with all regulatory requirements while driving client satisfaction and portfolio growth. In the vibrant Sacramento market, you will engage in community outreach to expand our client base, fostering trust and loyalty that aligns with J.P. Morgan's commitment to excellence. Success in this role requires a client-centric approach, blending technical financial acumen with interpersonal skills to thrive in a fast-paced branch setting. You will participate in ongoing training to stay ahead of industry trends and J.P. Morgan innovations, positioning yourself for career advancement within one of the world's most respected financial institutions. Join us to empower clients' financial futures while advancing your own professional journey in wealth management.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth individuals and families in the Sacramento and Elk Grove branches
• Develop and maintain long-term relationships with private clients, identifying opportunities for wealth management solutions
• Conduct needs-based assessments to recommend tailored investment portfolios, retirement planning, and estate strategies
• Collaborate with J.P. Morgan teams to deliver integrated banking, lending, and advisory services
• Ensure all client interactions comply with regulatory standards, including FINRA and SEC guidelines
• Prospect and acquire new clients through community networking, referrals, and branch events
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's wealth management products, such as mutual funds, ETFs, and alternative investments
• Participate in branch operations to support a seamless client experience in a team-oriented environment
• Track and report on key performance metrics to contribute to branch growth objectives

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 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 Sacramento and Elk Grove, CA locations with flexible scheduling
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and tools for wealth management
• Bilingual proficiency in Spanish or other languages spoken in the Sacramento area
• Previous success in meeting or exceeding sales targets in private banking
• Knowledge of local market dynamics in California for personalized client advice

Required Skills

• Financial analysis and portfolio management
• Investment advisory and risk assessment
• Client relationship building and retention
• Regulatory compliance and ethical standards
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software like Bloomberg or J.P. Morgan proprietary tools
• Time management and organizational abilities
• Empathy and active listening for client needs
• Negotiation and consultative selling
• Knowledge of tax planning and estate laws
• Team collaboration in a branch setting
• Adaptability to market changes and client preferences
• Digital literacy for virtual advisory sessions

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 and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Sacramento area

JP Morgan Chase is an equal opportunity employer.