J.P. Morgan Wealth Management – Private Client Advisor - Sparta, New Jersey

Location: Sparta, 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 Sparta, New Jersey branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their life 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, and estate advisory services. This position offers the opportunity to build meaningful client relationships in a dynamic retail environment, contributing to J.P. Morgan's mission of empowering clients to achieve financial success. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios using J.P. Morgan's sophisticated tools and research. You will collaborate with Chase bankers and specialists to offer seamless integration of banking, lending, and investment products, ensuring clients receive a 360-degree view of their wealth. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance client outcomes while adhering to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who thrive in a collaborative yet autonomous setting, with a passion for financial education and community engagement. In Sparta, NJ, you will play a vital role in expanding J.P. Morgan's footprint by networking locally and fostering loyalty among high-potential clients. This position not only offers professional growth through ongoing training and certification support but also the chance to be part of a prestigious firm renowned for innovation in wealth management. If you are a licensed professional with a proven track record in financial advising, join us to make a lasting impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients in the Sparta, NJ branch and surrounding communities
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Identify opportunities to deepen client relationships by recommending J.P. Morgan products such as Chase Private Client services
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Educate clients on market trends, economic factors, and portfolio performance using J.P. Morgan's analytical tools
• Participate in community outreach and networking events to build J.P. Morgan's presence in Sparta, NJ
• Maintain accurate client records in CRM systems and prepare reports for internal reviews
• Mentor junior advisors and contribute to branch goals for client acquisition and retention

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of developing and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience with high-net-worth individuals and families in wealth management
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in New Jersey
• Previous success in meeting or exceeding sales targets in financial services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and negotiation techniques
• Communication and presentation skills
• Problem-solving and critical thinking
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Empathy and active listening
• Market research and economic analysis
• Team collaboration
• Ethical decision-making
• Adaptability to changing financial regulations

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 for certifications like CFP
• 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 candidates moving to the Sparta, NJ area

JP Morgan Chase is an equal opportunity employer.