J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach, Norfolk, and Chesapeake, VA

Location: Virginia Beach, VA, 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 team in the vibrant communities of Virginia Beach, Norfolk, and Chesapeake, VA. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and innovative tools, you will deliver tailored wealth management solutions, from investment portfolios to retirement strategies, in a client-centric environment that emphasizes trust and long-term partnerships. This position offers the opportunity to thrive in a dynamic financial services landscape, contributing to J.P. Morgan's legacy of excellence while building a rewarding career in one of the nation's leading wealth management firms. Your primary focus will be on understanding clients' unique financial goals and life circumstances to craft bespoke strategies that align with their needs. You will engage with a diverse clientele, including professionals, retirees, and growing families in the Hampton Roads area, using data-driven insights to recommend optimal investment options from J.P. Morgan's extensive product suite. Collaboration with internal experts ensures seamless integration of banking, lending, and advisory services, all while adhering to the highest standards of compliance and fiduciary responsibility. Success in this role demands a proactive approach to client acquisition, fostering relationships through local networking and leveraging J.P. Morgan's brand to generate referrals. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where advisors can grow professionally and personally. We provide robust training, cutting-edge technology, and a supportive team structure to empower you in delivering exceptional value. If you are passionate about financial empowerment and ready to make a meaningful impact in the lives of clients across Virginia's coastal regions, join us in redefining wealth management at J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Virginia Beach, Norfolk, and Chesapeake areas
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect and acquire new clients through branch referrals, community events, and digital outreach within J.P. Morgan's network
• Conduct regular client reviews to assess portfolio performance and adjust strategies based on market conditions and client goals
• Collaborate with J.P. Morgan specialists, such as tax advisors and estate planners, to deliver holistic financial solutions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate documentation
• Educate clients on J.P. Morgan's suite of investment products, banking services, and digital tools to enhance their financial well-being
• Build and nurture long-term relationships to drive client retention and referrals in a competitive financial services market
• Monitor economic trends and market developments to provide timely insights and recommendations to clients

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and 66 (or 63 and 65) securities licenses
• 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 branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in Virginia Beach, Norfolk, and Chesapeake, VA, with flexibility for client meetings across locations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Virginia region
• Prior success in generating new business through networking and referrals in community settings

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Networking and business development
• Emotional intelligence and empathy in client interactions
• Digital literacy with CRM systems like Salesforce
• Knowledge of tax and estate planning principles
• Adaptability to market volatility
• Team collaboration in a branch environment
• Ethical decision-making in financial advising

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 academy
• Employee stock purchase plan and financial wellness programs
• Wellness benefits, such as gym memberships and mental health support through J.P. Morgan's employee assistance program
• Relocation assistance for eligible candidates moving to the Virginia Beach area

JP Morgan Chase is an equal opportunity employer.