J.P. Morgan Wealth Management – Private Client Advisor - Westchester West

Location: Mount Vernon, NY, 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 Westchester West branch in Mount Vernon, NY. 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 and innovative platforms to help clients achieve their financial goals, from retirement planning and investment diversification to estate strategies and philanthropic advising. This position offers the opportunity to build lasting client relationships in a dynamic, high-growth market, while contributing to the firm's reputation as a leader in personalized wealth management. Your primary focus will be on understanding clients' financial situations through in-depth consultations and developing customized plans that integrate J.P. Morgan's extensive product offerings, including equities, fixed income, alternatives, and lending services. You will proactively identify opportunities to deepen client relationships by cross-referring to other J.P. Morgan lines of business, such as Chase Private Client banking. Success in this role requires a client-centric approach, where you educate and empower affluent clients in the Westchester area to navigate complex financial landscapes with confidence. You will also collaborate with branch colleagues to foster a seamless client experience and drive sustainable business growth. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive innovation. As a Private Client Advisor, you will benefit from ongoing training, access to cutting-edge research from J.P. Morgan's global experts, and a supportive culture that values work-life balance. If you are passionate about financial advisory and ready to make a meaningful impact in clients' lives, join us in Mount Vernon to advance your career at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and maintain long-term relationships with private clients in the Westchester West region, providing personalized financial advice
• Conduct comprehensive financial planning assessments, including investment strategies, retirement planning, and estate planning
• Prospect and acquire new clients through branch networking, referrals, and community events in Mount Vernon, NY
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking and investment solutions
• Monitor client portfolios and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's ethical standards and regulatory requirements
• Educate clients on J.P. Morgan's suite of wealth management products, including alternative investments and lending solutions
• Participate in branch initiatives to enhance client experience and drive business growth
• Analyze financial data and market trends to recommend tailored investment opportunities
• Maintain accurate records of client interactions and financial plans using J.P. Morgan's proprietary platforms

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client acquisition and retention in a branch-based environment
• Strong understanding of comprehensive financial planning principles
• Ability to work independently while collaborating with branch teams
• Compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience working with high-net-worth individuals and families in the New York metropolitan area
• Bilingual proficiency in Spanish or other languages spoken in Westchester County
• Prior experience with J.P. Morgan Chase systems and products
• Master's degree in finance or related discipline

Required Skills

• Financial planning and analysis
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs and gym membership discounts
• Relocation assistance for eligible candidates moving to the Mount Vernon area

JP Morgan Chase is an equal opportunity employer.