J.P. Morgan Wealth Management – Private Client Advisor - Warren, Ohio

Location: Warren, OH, 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 Warren, Ohio branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative investment products to help clients achieve their financial objectives, from retirement planning to legacy building. This position offers the opportunity to thrive in a dynamic retail environment, fostering deep client relationships while contributing to the growth of assets under management in the local Warren community. Your primary focus will be on providing holistic financial advice, including investment strategies, tax-efficient planning, and estate considerations, all while ensuring adherence to the highest standards of regulatory compliance. You will collaborate closely with J.P. Morgan Chase colleagues, such as bankers and specialists, to offer seamless, integrated services that distinguish us in the competitive financial services industry. Success in this role requires a client-centric approach, where you proactively identify opportunities, educate on market insights from J.P. Morgan's renowned economists, and drive business development through networking and referrals in Warren, Ohio. J.P. Morgan Wealth Management is committed to empowering advisors like you with robust support, including advanced technology platforms, ongoing training, and a culture of excellence. If you are passionate about financial advisory and eager to make a meaningful impact on clients' lives, this role provides a rewarding career path with significant growth potential within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Warren, Ohio branch
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax strategies
• Recommend and implement suitable investment products, such as mutual funds, annuities, and J.P. Morgan proprietary offerings
• Collaborate with J.P. Morgan Chase bankers and specialists to deliver holistic wealth management solutions
• Prospect for new clients through community networking, referrals, and branch events in Warren, Ohio
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic conditions, and J.P. Morgan's research insights
• Achieve individual and team sales goals for assets under management and advisory fees

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
• At least 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 independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Previous success in meeting or exceeding sales targets for investment products
• Knowledge of local market dynamics in Warren, Ohio, and surrounding areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and management
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• 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 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 licensing support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health resources, and onsite fitness centers
• Relocation assistance if applicable, plus commuter benefits for Warren, Ohio location

JP Morgan Chase is an equal opportunity employer.