J.P. Morgan Wealth Management - Private Client Advisor - Stuart and Vero Beach, FL

Location: Stuart, FL, United States

Job Family: Advisors

About the Role

J.P. Morgan Wealth Management is seeking a dedicated Private Client Advisor to join our branch in Stuart and Vero Beach, Florida. In this client-facing role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, all while fostering enduring relationships that drive long-term success. This position is ideal for a seasoned professional passionate about the financial services industry and committed to the highest standards of client service in a dynamic, branch-based environment. As a Private Client Advisor, your primary focus will be on understanding clients' financial objectives and providing holistic advice that integrates J.P. Morgan's full suite of offerings, including banking, lending, and alternative investments. You will conduct in-depth needs assessments, develop personalized financial plans, and monitor portfolios to ensure alignment with goals amid evolving market conditions. Collaboration with internal specialists, such as tax advisors and portfolio managers, will be key to delivering seamless, integrated solutions. Additionally, you will actively engage in local community outreach in Stuart and Vero Beach to build your client base and promote J.P. Morgan's reputation as a leader in wealth management. Success in this role requires a deep knowledge of financial regulations, investment principles, and client psychology, coupled with the ability to thrive in a performance-driven culture. J.P. Morgan Wealth Management provides robust support through cutting-edge technology, ongoing training, and a collaborative team atmosphere. If you are licensed, experienced, and eager to make a meaningful impact on clients' financial futures in the vibrant Florida market, we invite you to bring your expertise to our esteemed firm.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Stuart and Vero Beach areas
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan Wealth Management teams to offer integrated banking, lending, and investment services
• Prospect and acquire new clients through networking, referrals, and community involvement in local Florida markets
• 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 J.P. Morgan's suite of wealth management products, including alternative investments and philanthropy services
• Participate in branch events and seminars to promote financial literacy and J.P. Morgan's brand

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 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
• Clean U4 and background check with no disqualifying disclosures

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience working with affluent clients in the Florida market
• Advanced degree such as MBA or JD
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and platforms

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory consulting
• Data interpretation and reporting
• Networking and business development
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Stuart and Vero Beach areas

JP Morgan Chase is an equal opportunity employer.