J.P. Morgan Wealth Management - Private Client Advisor - The Villages, FL

Location: FL, 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 The Villages, FL. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from retirement planning and estate strategies to investment diversification and tax optimization. As a branch-based advisor, you will foster deep, personal connections with clients in this vibrant retirement community, ensuring every interaction builds trust and drives long-term value. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios using J.P. Morgan's innovative tools and research. You will collaborate seamlessly with our Chase branch teams to provide integrated banking and advisory services, while staying ahead of market dynamics to offer proactive insights. Compliance is paramount; you will adhere to all regulatory requirements while upholding J.P. Morgan's commitment to ethical practices and client-centric advice. This position offers the opportunity to grow your practice within a supportive, high-performing environment dedicated to excellence in wealth management. We value advisors who are passionate about empowering clients to achieve financial independence. If you thrive in a dynamic, client-focused setting and have a proven ability to deliver results, join J.P. Morgan Wealth Management to make a meaningful impact on the lives of families in The Villages and beyond. Competitive compensation, robust benefits, and unparalleled professional development await top performers in this rewarding career path.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in The Villages, FL, by understanding their unique financial goals and risk profiles
• Conduct client meetings, financial reviews, and portfolio assessments to recommend tailored investment strategies using J.P. Morgan's suite of products
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial services and identify cross-selling opportunities
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan Chase regulatory standards
• Prospect and acquire new clients through community engagement, referrals, and branch networking in the local Florida market
• Monitor market trends and economic conditions to adjust client portfolios and provide proactive advice
• Prepare and present financial plans, reports, and educational resources to empower clients in decision-making
• Manage client portfolios to optimize returns while mitigating risks, leveraging J.P. Morgan's research and tools
• Participate in ongoing professional development to stay current with industry best practices and J.P. Morgan initiatives

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) 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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting and engage with clients face-to-face
• Clean regulatory history with no UCR or U5 disclosures

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or families in a private banking context
• Familiarity with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Florida
• Previous experience in a J.P. Morgan Chase branch or similar 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., Morningstar, Bloomberg)
• 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 persuasion
• Market research and trend analysis
• CRM software expertise (e.g., Salesforce)
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible roles and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.