J.P. Morgan Wealth Management - Private Client Advisor - Spartanburg, SC

Location: Spartanburg, SC, 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 Spartanburg, SC branch. In this client-centric role, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth objectives. As a key member of our team, you will leverage J.P. Morgan's world-class resources, including advanced investment tools and research, to create personalized strategies that encompass retirement planning, investment management, and legacy preservation. This position offers the opportunity to build meaningful relationships in the vibrant Spartanburg community while contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending tailored solutions from J.P. Morgan's suite of products, such as Chase Private Client banking integration and sophisticated wealth management portfolios. You will collaborate with internal specialists in lending, philanthropy, and alternative investments to provide holistic advice. Compliance and client trust are paramount; you will ensure all recommendations adhere to the highest standards of integrity, regulatory requirements, and J.P. Morgan's client-first philosophy. Success in this role requires a proactive approach to business development, including local networking and leveraging branch resources to grow your client base. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive innovation. The ideal candidate thrives in a dynamic, branch-based setting and is passionate about delivering exceptional service in the financial services industry. With Spartanburg's growing economy and affluent clientele, this role presents a unique chance to make a lasting impact while advancing your career within one of the world's leading financial institutions. Join us to help clients navigate their financial journeys with confidence and expertise.

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 Spartanburg community through branch-based interactions and networking
• 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
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Identify opportunities to deepen client relationships by recommending appropriate J.P. Morgan products and services
• Maintain accurate client records in J.P. Morgan's proprietary systems and prepare regular performance reports
• Educate clients on market trends, economic factors, and portfolio management strategies
• Participate in local community events to enhance J.P. Morgan's brand presence in Spartanburg
• Monitor and adjust client portfolios to align with changing financial needs and market conditions

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 building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Southeast region
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Spartanburg
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Networking and business development
• Knowledge of tax and estate planning principles
• Data interpretation from financial reports
• Adaptability to market volatility
• Team collaboration in a corporate environment
• Ethical decision-making in high-stakes scenarios

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 for eligible candidates moving to Spartanburg

JP Morgan Chase is an equal opportunity employer.