J.P. Morgan Wealth Management - Private Client Advisor - West Palm Beach, 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 West Palm Beach, FL branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's vast resources, including access to sophisticated investment tools, research from J.P. Morgan's global experts, and integrated banking services, to help clients navigate complex financial landscapes in the dynamic Southeast Florida market. Your primary focus will be on building long-term relationships through personalized financial planning, investment advice, and holistic wealth strategies. This includes assessing clients' needs, recommending diversified portfolios, and coordinating with specialists in areas like private banking, lending, and philanthropy. You will thrive in a collaborative environment, working closely with branch teams to identify opportunities for growth while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. Success in this role requires a passion for client success, a deep understanding of financial markets, and the ability to foster trust in a competitive wealth management industry. With J.P. Morgan's commitment to innovation and professional development, you will have the support to advance your career while making a meaningful impact on clients' financial futures in the vibrant West Palm Beach community.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to high-net-worth individuals and families in the West Palm Beach area
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through branch networking, referrals, and community engagement
• Conduct regular portfolio reviews and adjust recommendations to align with market conditions and client needs
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan Wealth Management offerings, including brokerage, retirement planning, and philanthropy
• Maintain accurate client records in CRM systems and prepare reports for performance analysis
• Participate in branch events and professional development to enhance advisory capabilities
• Drive business growth by identifying cross-selling opportunities within the J.P. Morgan ecosystem

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
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• State life and health insurance licenses preferred or ability to obtain within 90 days
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in West Palm Beach, FL

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience working with affluent clients in the Southeast Florida market
• Advanced degree such as MBA or JD
• Bilingual proficiency in English and Spanish to serve diverse clientele
• Prior experience with J.P. Morgan Chase products and services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Estate and tax planning basics
• Team collaboration and networking

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 match up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and CFP certification support
• Employee stock purchase plan and access to J.P. Morgan financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to West Palm Beach

JP Morgan Chase is an equal opportunity employer.