J.P. Morgan Wealth Management – Private Client Advisor - Syracuse, NY

Location: Syracuse, NY, 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 Syracuse, NY branch team. In this branch-based 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 and retirement planning to estate and philanthropic goals. As a key member of our Syracuse team, you will embody our commitment to client-centric service, fostering lasting relationships that drive both personal success and community impact in Central New York. Your day-to-day responsibilities will include 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 internal partners, such as Chase bankers and investment specialists, to provide seamless access to lending, banking, and alternative investments. Prospecting for new clients through local networks and referrals will be essential, as you build a sustainable book of business while ensuring all advice adheres to the highest ethical and regulatory standards. This position offers the opportunity to thrive in a dynamic branch environment, contributing to J.P. Morgan's leadership in the financial services industry. We value professionals who are passionate about empowering clients to achieve their financial aspirations. With Syracuse's growing economy and diverse population, this role provides a platform to make a meaningful difference. J.P. Morgan Wealth Management supports your growth through ongoing training, cutting-edge technology, and a collaborative culture that rewards innovation and excellence. If you are a licensed advisor with a proven track record in wealth management, join us to advance your career while helping Syracuse families secure their futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Syracuse area
• Develop and maintain long-term relationships with private clients, identifying opportunities to expand their J.P. Morgan Wealth Management portfolios
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Prospect and acquire new clients through branch networking, referrals, and community events in Syracuse
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's risk management and regulatory standards
• Educate clients on J.P. Morgan's suite of products, including Chase Private Client services and investment options
• Participate in branch team meetings and contribute to local market growth initiatives
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Syracuse, NY, with flexibility for local travel
• Clean background check and adherence to FINRA and SEC 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 or similar enterprise systems
• Bilingual proficiency in English and Spanish to serve diverse Syracuse clientele
• Prior success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of local Syracuse economic trends and community financial needs

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and prospecting techniques
• Risk assessment and mitigation
• CRM tools (e.g., Salesforce or J.P. Morgan proprietary systems)
• Time management and organization
• Empathy and active listening
• Market research and economic trend analysis
• Negotiation and advisory persuasion
• Team collaboration in a branch environment

Benefits

• Competitive base salary plus uncapped performance-based incentives tied to client assets and revenue
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match up to 6%
• 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 with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for qualifying candidates moving to Syracuse, NY

JP Morgan Chase is an equal opportunity employer.