J.P. Morgan Wealth Management – Private Client Advisor - Tenafly / Closter / Paramus - New Jersey

Location: Tenafly, NJ, 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 dynamic team in the Tenafly, Closter, and Paramus branches in New Jersey. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's renowned expertise in investment management, banking, and advisory services, you will provide personalized strategies that encompass retirement planning, estate optimization, and portfolio diversification. This position offers the opportunity to work in a collaborative environment where innovation and client-centric solutions drive success in the competitive financial services landscape. Your primary focus will be on cultivating deep, trust-based relationships with clients from diverse backgrounds in the New York metropolitan area. You will conduct thorough financial needs assessments, recommend tailored investment solutions from J.P. Morgan's extensive product offerings—including equities, fixed income, and alternative assets—and ensure seamless execution through our state-of-the-art digital platforms. Compliance with regulatory standards is paramount, and you will uphold J.P. Morgan's commitment to ethical practices while navigating complex market dynamics. Additionally, you will engage in proactive business development, such as community outreach and referral partnerships, to grow your client base and contribute to branch performance goals. This role demands a blend of technical acumen and interpersonal finesse, rewarding those who thrive in a fast-paced, goal-oriented setting. J.P. Morgan Wealth Management provides unparalleled resources for professional growth, including access to global research, training academies, and mentorship from industry leaders. Join us to empower clients' financial futures while advancing your career in one of the world's most prestigious financial institutions, right in the heart of New Jersey's affluent communities.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Tenafly, Closter, and Paramus branches
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management
• Recommend and implement investment portfolios using J.P. Morgan's suite of products, such as mutual funds, ETFs, and alternative investments
• Collaborate with branch teams and specialists to offer holistic wealth management services
• Prospect for new clients through networking, referrals, and community engagement in New Jersey
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital tools for wealth management
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting serving clients in Tenafly, Closter, and Paramus, New Jersey
• 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 with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse New Jersey clientele
• Previous success in meeting sales targets for investment products and advisory services
• Knowledge of local market dynamics in the New York metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Sales and negotiation techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Customer service orientation
• Market research and economic analysis
• Team collaboration
• Digital literacy for wealth management platforms
• 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
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible roles and commuter benefits for New Jersey locations

JP Morgan Chase is an equal opportunity employer.