J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, 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 team in Volusia County and Port Orange, FL. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term wealth goals. 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 personalized solutions in a dynamic retail environment. This position is ideal for professionals passionate about building meaningful client relationships and driving growth in a vibrant Florida market. Your primary focus will be on understanding clients' unique financial situations, from retirement aspirations to legacy planning, and crafting bespoke strategies using J.P. Morgan's suite of wealth management products. You will collaborate closely with branch colleagues to provide holistic advice that integrates banking, lending, and investment services. Success in this role requires a client-centric approach, where you proactively identify opportunities, educate on market insights, and ensure all recommendations align with regulatory standards and the firm's commitment to integrity. We value advisors who thrive in a collaborative, high-performance culture and are committed to continuous learning. With opportunities for career advancement within J.P. Morgan Chase, this role offers the chance to make a tangible impact on clients' financial futures while contributing to the firm's mission of empowering wealth creation. If you are licensed, experienced, and ready to elevate your career in wealth management, apply today to join our esteemed team.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Volusia County and Port Orange, FL
• 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 J.P. Morgan Wealth Management products such as investment portfolios, banking services, and lending options
• Collaborate with branch teams and specialists to ensure seamless client experiences and holistic wealth strategies
• Prospect for new clients through community networking, referrals, and branch-based interactions
• Monitor market trends and regulatory changes to keep advice current and compliant
• Achieve sales and growth targets for assets under management while adhering to ethical standards
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Document client interactions and maintain accurate records in compliance with firm policies

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Volusia County and Port Orange, FL
• 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 Chase products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in Florida
• Previous success in meeting sales targets and growing client assets under management
• Knowledge of local market dynamics in Volusia County and surrounding areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Knowledge of tax and estate planning
• Analytical thinking
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy for client platforms

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 licensing support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible roles within the firm

JP Morgan Chase is an equal opportunity employer.