J.P. Morgan Wealth Management – Private Client Advisor - Savannah, GA (Downtown Savannah)

Location: Savannah, GA, 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 downtown Savannah, GA branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide holistic financial planning, including investment strategies, retirement planning, estate services, and access to exclusive banking and lending products. This position offers the opportunity to build lasting client relationships in the vibrant Savannah community while contributing to the growth of assets under management in a dynamic, client-centric environment. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess financial needs and risk tolerances, recommending personalized investment portfolios, and coordinating with J.P. Morgan specialists to integrate services like private banking and alternative investments. You will proactively engage with clients through regular reviews, market updates, and educational seminars, ensuring they feel confident in their financial future. Compliance with all regulatory standards, including FINRA and SEC guidelines, is paramount, and you will utilize J.P. Morgan's advanced tools and analytics to monitor performance and mitigate risks. Networking in the local Savannah area, including participation in community events, will be essential for sourcing new high-net-worth clients and expanding our presence in the Southeast market. We value professionals who thrive in a collaborative yet autonomous setting, with a passion for helping clients achieve their aspirations. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where diverse perspectives drive innovation. If you are a licensed advisor with a proven track record in financial services, eager to make an impact in Savannah's growing affluent demographic, we invite you to bring your expertise to our esteemed firm. This role not only offers substantial professional growth but also the chance to be part of one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Savannah area
• Develop and maintain long-term relationships with private clients, identifying opportunities to expand their J.P. Morgan Wealth Management portfolios
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Prospect for new clients through networking, referrals, and community involvement in downtown Savannah
• Ensure all advisory services comply with J.P. Morgan's risk management protocols and regulatory requirements
• Monitor client portfolios and market conditions to recommend timely adjustments and rebalancing
• Educate clients on J.P. Morgan's suite of products, including alternative investments and sustainable options
• Track performance metrics and report on client satisfaction and asset under management growth
• Participate in branch events and professional development to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Commitment to ethical standards and fiduciary responsibilities as per FINRA and SEC guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Southeast region, particularly Georgia
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Savannah
• Previous success in meeting or exceeding sales and asset growth targets in a competitive market

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (equities, fixed income, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced environment
• Empathy and active listening for client needs
• Negotiation and closing deals
• Digital literacy with CRM systems like Salesforce
• Market trend analysis
• Ethical decision-making in fiduciary roles

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 opportunities, including tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Savannah, GA

JP Morgan Chase is an equal opportunity employer.