J.P. Morgan Wealth Management – Private Client Advisor - South San Diego Market, CA

Location: San Diego, 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 South San Diego Market branch in San Diego, CA. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering personalized wealth management solutions that align with their unique financial goals. Leveraging J.P. Morgan's global resources and cutting-edge investment research, you will provide comprehensive financial planning, including retirement strategies, estate planning, and investment portfolio optimization. This position is ideal for a seasoned professional passionate about helping clients navigate the complexities of the financial services industry while building lasting relationships in the vibrant South San Diego community. As a Private Client Advisor, your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing market trends, and recommending diversified investment options tailored to risk tolerance and life objectives. You will collaborate closely with J.P. Morgan's network of specialists to offer holistic advice, from banking integration to alternative investments. Success in this role requires a client-centric approach, where you proactively identify opportunities to grow assets under management and ensure all recommendations comply with stringent regulatory standards set by FINRA and the SEC. In the competitive San Diego market, you will also engage in local networking to attract new high-net-worth clients, contributing to the branch's growth objectives. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where advisors can thrive professionally and personally. We offer robust support through our proprietary platforms, ongoing training, and a collaborative team culture. If you have a proven track record in financial advising and a drive to deliver exceptional value, this role provides the platform to advance your career while making a meaningful impact on clients' financial futures in one of California's most dynamic regions.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth individuals and families in the South San Diego market
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct thorough needs assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth solutions such as estate planning and retirement strategies
• Prospect and acquire new clients through networking, referrals, and community involvement in the San Diego area
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Utilize J.P. Morgan's advanced analytics and research tools to deliver data-driven insights and market updates
• Educate clients on economic trends, risk management, and diversified investment options specific to the financial services landscape
• Track and report on client portfolio performance, adjusting strategies as needed to optimize returns
• Participate in branch events and client seminars to promote J.P. Morgan's brand and expertise in wealth management

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to thrive in a branch-based setting with a focus on personalized client service
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the San Diego market or similar coastal regions
• Bilingual proficiency in Spanish or other languages common in South San Diego demographics
• Prior success in asset gathering and portfolio management within a major financial institution
• Knowledge of J.P. Morgan's proprietary wealth management tools and platforms

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic trend analysis
• Negotiation and advisory expertise
• Team collaboration
• Adaptability to client needs in a dynamic financial environment

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates in the San Diego market

JP Morgan Chase is an equal opportunity employer.