J.P. Morgan Wealth Management – Private Client Advisor - St George, UT

Location: Saint George, UT, 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 in Saint George, UT. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and research expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement and estate planning. This branch-based position offers the opportunity to build lasting relationships in a vibrant community, contributing to J.P. Morgan's mission of empowering clients to achieve their financial aspirations in the dynamic financial services industry. Your primary focus will be on understanding client goals and providing personalized advice on J.P. Morgan's diverse portfolio of investment products, including equities, fixed income, and alternative assets. You will conduct in-depth financial assessments, monitor market conditions, and adjust strategies to optimize returns while managing risks. Collaboration with J.P. Morgan's network of specialists ensures seamless delivery of holistic services, such as banking integration and philanthropic advisory. Compliance with all regulatory standards is paramount, upholding the integrity and reputation of J.P. Morgan Chase in every client interaction. Success in this role requires a passion for client success, strong analytical skills, and the ability to thrive in a team-oriented branch environment. You will actively engage in local networking to grow your client base, drawing on J.P. Morgan's innovative tools and insights to differentiate our services in the competitive Utah market. Join a firm renowned for its leadership in wealth management and enjoy a rewarding career path with opportunities for advancement within one of the world's most respected financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the St. George, UT branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment strategies, including J.P. Morgan's suite of wealth management products such as mutual funds, ETFs, and alternative investments
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax-efficient strategies
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth solutions
• Prospect and acquire new clients through community networking, referrals, and branch-based outreach in Saint George
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends and J.P. Morgan's research-driven insights
• Contribute to branch goals by supporting team efforts in 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) securities licenses
• At least 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 setting
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work in a branch-based environment in Saint George, UT
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse clients in Utah
• Prior success in growing client assets under management in a competitive market
• Knowledge of local economic factors influencing wealth management in the Intermountain West region

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management in a fast-paced environment
• Empathy and active listening for client needs
• Team collaboration across departments
• Market research and economic trend analysis
• Digital advisory tools and CRM systems
• Ethical decision-making in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including access to J.P. Morgan's training academy and certification support
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym reimbursements and mental health support
• Relocation assistance for qualifying candidates moving to Saint George, UT

JP Morgan Chase is an equal opportunity employer.