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

Location: Thornwood, 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 Thornwood, NY branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, helping them navigate their wealth-building journey with comprehensive planning and personalized advice. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including cutting-edge investment tools and a global network of experts, to deliver holistic solutions that align with clients' unique goals, from retirement planning to estate strategies and beyond. This position is ideal for professionals passionate about fostering long-term client relationships in a dynamic retail environment. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending suitable J.P. Morgan investment products such as diversified portfolios and alternative assets, and providing ongoing portfolio monitoring to ensure optimal performance. You will prospect for new clients through local networking in the Thornwood community, collaborate with branch colleagues to offer seamless service, and educate clients on market insights and digital wealth management platforms. Compliance is paramount; you will adhere to all FINRA and SEC regulations while upholding J.P. Morgan's commitment to ethical advisory practices, driving both client satisfaction and branch growth. We value professionals who bring a blend of technical expertise and interpersonal skills to create meaningful impact. With opportunities for career advancement within J.P. Morgan's renowned wealth management division, this role offers not only professional fulfillment but also a supportive culture focused on your success. If you are licensed (or pursuing licensure) and eager to make a difference in clients' financial lives, join us in Thornwood, NY, to help build brighter futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Thornwood branch
• 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 strategies, and portfolio management
• Recommend J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments, while ensuring suitability
• Collaborate with branch teams and specialists to offer holistic wealth management services
• Prospect for new clients through community networking, referrals, and branch events in Thornwood, NY
• 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, risk management, and J.P. Morgan's digital wealth tools
• 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 Series 7 and Series 66 (or 63 and 65) licenses, or willingness to obtain within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work in a branch-based setting in Thornwood, NY, with flexible hours including evenings and weekends as needed
• 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 clients in the Thornwood area
• Previous success in meeting sales targets for investment and advisory services
• Knowledge of local market dynamics in Westchester County, NY

Required Skills

• Financial analysis and modeling
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship management
• Sales and prospecting techniques
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Risk assessment and portfolio construction
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis for client reporting
• Team collaboration in a branch environment
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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 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 if applicable, plus commuter benefits for Thornwood, NY location

JP Morgan Chase is an equal opportunity employer.