J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA

Location: Suwanee, GA, 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 Suwanee, GA. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including advanced investment tools and research from our global network, to create personalized strategies encompassing investments, retirement planning, estate management, and more. Your focus will be on building enduring client relationships while navigating the dynamic financial services landscape to help clients achieve financial security and growth. Key to success in this position is your ability to prospect and engage with the Suwanee community, identifying opportunities to introduce J.P. Morgan's integrated suite of services, from banking and lending to sophisticated wealth advisory. You will conduct in-depth financial reviews, recommend diversified portfolios tailored to client risk tolerances, and ensure all advice adheres to the highest standards of regulatory compliance. Collaboration with branch colleagues and broader J.P. Morgan teams will be essential to provide seamless, holistic support, fostering client loyalty and driving business growth in this vibrant Georgia market. J.P. Morgan Wealth Management is committed to empowering advisors like you with cutting-edge technology, ongoing training, and a supportive culture that values integrity and innovation. If you are passionate about financial advisory and ready to make a meaningful impact on clients' lives, this role offers an exciting opportunity to thrive in a leading global financial institution. Join us in Suwanee, GA, and contribute to our mission of putting clients at the center of everything we do.

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 private clients in the Suwanee, GA branch
• Conduct comprehensive financial assessments, 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 compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Identify opportunities to deepen client relationships by recommending appropriate J.P. Morgan products and services
• Maintain accurate client records and documentation using J.P. Morgan's CRM and advisory platforms
• Educate clients on market trends, economic factors, and portfolio performance to build trust and confidence
• Participate in community outreach and networking events in Suwanee, GA to grow the client base
• Monitor and review client portfolios regularly to adjust strategies as needed

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
• 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 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 with high-net-worth individuals or families in wealth management
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual proficiency, particularly in languages spoken in the Suwanee, GA community
• Prior experience in retail banking or branch operations at a major financial institution

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
• Negotiation and advisory expertise
• Market research and economic awareness
• Team collaboration
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other investment perks
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Suwanee, GA location

JP Morgan Chase is an equal opportunity employer.