J.P. Morgan Wealth Management - Private Client Advisor - Salinas, CA (Main St. Salinas)

Location: Salinas, 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 branch on Main Street in Salinas, CA. In this role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their financial goals. As part of the J.P. Morgan Chase family, you will leverage our world-class resources, including advanced investment tools and a global network of experts, to deliver personalized wealth management solutions. This branch-based position emphasizes building meaningful relationships with clients in the vibrant Salinas community, where you will focus on holistic financial strategies encompassing investments, retirement, estate planning, and more. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored J.P. Morgan products such as Chase Private Client banking and investment portfolios. You will collaborate with branch colleagues to provide seamless service integration, while actively prospecting for new clients through local events and referrals. Compliance and ethical standards are paramount, ensuring all advice aligns with J.P. Morgan's rigorous regulatory framework and client-first philosophy. Success in this role requires a passion for helping others navigate complex financial landscapes in a dynamic market like California's Central Coast. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive innovation. As a Private Client Advisor, you will have access to ongoing training, mentorship, and career growth opportunities within one of the world's leading financial institutions. If you are a licensed professional with a proven advisory track record and a desire to make a tangible impact in Salinas, join us to empower clients on their journey to financial security.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Build and nurture long-term relationships with private clients in the Salinas branch, identifying opportunities to deepen client engagement
• Conduct financial needs assessments and develop tailored strategies including retirement planning, estate planning, and portfolio management
• Collaborate with J.P. Morgan Chase teams to deliver integrated banking, lending, and investment services
• Prospect for new clients through community networking, referrals, and branch events in Salinas, CA
• Ensure all advisory activities comply with J.P. Morgan Chase policies, SEC, and FINRA regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's suite of wealth management products, such as Chase Private Client services
• Achieve individual and team sales goals while maintaining high client satisfaction scores
• Participate in professional development to stay current with industry trends and J.P. Morgan tools

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) 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations
• Compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Bilingual proficiency in English and Spanish, given the Salinas, CA demographic
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local economic factors in California's Central Coast region

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Risk assessment and mitigation
• Data analysis for client reporting
• Networking and referral generation
• Adaptability to market changes
• Team collaboration in a corporate environment

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 access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Salinas location

JP Morgan Chase is an equal opportunity employer.