J.P. Morgan Wealth Management – Private Client Advisor - Wallington, New Jersey - Bilingual Polish/English Preferred

Location: Wallington, 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 Wallington, New Jersey branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to provide personalized advice on investments, retirement planning, estate strategies, and more. Our commitment to client-centric service means you'll play a pivotal role in helping clients navigate complex financial landscapes, build lasting relationships, and achieve financial security in a dynamic market environment. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored investment portfolios using J.P. Morgan's suite of products, including equities, fixed income, and alternative assets. You'll collaborate closely with branch colleagues to offer integrated solutions, such as combining advisory services with banking and lending options. Compliance and ethical standards are paramount; you'll ensure all recommendations adhere to regulatory requirements while maintaining meticulous records in our secure systems. Bilingual candidates fluent in Polish and English are especially encouraged to apply, as we value serving our diverse local community in Wallington and surrounding areas. This position offers a rewarding opportunity to grow within one of the world's leading financial institutions. J.P. Morgan Wealth Management is renowned for its expertise and integrity, providing advisors with cutting-edge tools, ongoing training, and a supportive culture that fosters professional development. If you are passionate about empowering clients through sound financial guidance and thrive in a collaborative, high-performance setting, we invite you to bring your expertise to our team and contribute to the success of J.P. Morgan's esteemed legacy in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Build and nurture long-term relationships with clients through regular consultations, proactive outreach, and exceptional service in the Wallington, NJ branch
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and portfolio management
• Recommend and implement J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments, while ensuring compliance with SEC and FINRA regulations
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Identify opportunities to expand client relationships by referring to other J.P. Morgan services like lending or trust management
• Maintain accurate client records in J.P. Morgan's proprietary systems and stay updated on market trends and economic developments
• Educate clients on financial literacy topics, leveraging J.P. Morgan's resources to empower informed decision-making
• Monitor portfolio performance and adjust strategies as needed to align with client objectives and market conditions

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) 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 financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based setting and collaborate with team members

Preferred Qualifications

• Bilingual proficiency in Polish and English to serve diverse client communities
• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience working with high-net-worth individuals or families in wealth management
• Knowledge of J.P. Morgan's investment platforms and tools

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC, FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and negotiation abilities
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Market research and economic forecasting
• Bilingual communication (Polish/English)
• Team collaboration and leadership
• 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 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 platforms
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers at select locations

JP Morgan Chase is an equal opportunity employer.