.P. Morgan Wealth Management - Private Client Advisor - Hempstead, NY (Spanish Speaking)

Location: Hempstead, 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 Hempstead, NY branch. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our team, you will leverage your expertise in investments, retirement planning, and estate strategies to provide personalized solutions tailored to each client's unique needs. Fluency in Spanish is essential to effectively serve our diverse client base in the Hempstead community, fostering trust and accessibility in a multicultural environment. This position offers the opportunity to thrive in a dynamic retail banking setting, where you will collaborate with branch colleagues to uncover opportunities and drive client satisfaction. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending J.P. Morgan's suite of wealth management products, including mutual funds, ETFs, and advisory services. You will prospect for new clients through referrals, networking events, and community engagement in Hempstead, while nurturing existing relationships to support asset growth and retention. Compliance is paramount; you will adhere to all regulatory standards, ensuring ethical practices and accurate documentation. By staying abreast of market trends and J.P. Morgan innovations, you will empower clients with informed decisions, contributing to their financial success and the firm's reputation as a leader in wealth management. J.P. Morgan Chase is committed to an inclusive workplace where diverse perspectives drive innovation. As a Private Client Advisor, you will benefit from robust training, cutting-edge tools, and a supportive culture that values work-life balance. This role is ideal for a motivated professional passionate about financial services and community impact. Join us in Hempstead to make a meaningful difference in clients' lives while advancing your career in one of the world's most respected financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Prospect, develop, and retain a client base within the Hempstead branch, leveraging Spanish language skills to engage diverse communities
• Conduct client meetings to assess financial goals, recommend tailored investment portfolios, and monitor performance
• Collaborate with J.P. Morgan Chase branch teams to identify referral opportunities and cross-sell banking and lending products
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate client records
• Educate clients on market trends, risk management, and retirement planning strategies specific to J.P. Morgan offerings
• Build long-term relationships by delivering exceptional service and proactive advice in a branch-based setting
• Participate in community outreach events in Hempstead to promote J.P. Morgan Wealth Management services
• Analyze client portfolios using J.P. Morgan proprietary tools to optimize returns and mitigate risks
• Stay updated on industry developments and J.P. Morgan product innovations to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Fluency in Spanish (both written and verbal) required for serving diverse client base
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Proven track record of building and maintaining client relationships in a branch environment
• Ability to work in Hempstead, NY, with flexible hours including evenings and weekends as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience in J.P. Morgan Chase systems and wealth management platforms
• Bilingual proficiency in additional languages to support multicultural clients
• Prior success in asset gathering and portfolio management within a retail banking setting
• Knowledge of local Hempstead market dynamics and community financial needs

Required Skills

• Financial analysis and portfolio management
• Investment advisory and planning expertise
• Client relationship building and retention
• Spanish language proficiency (conversational and professional)
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and customer service orientation
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Negotiation and consultative selling
• Adaptability to market changes
• Team collaboration in a branch environment

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 programs, including tuition reimbursement and 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 if applicable, plus commuter benefits for Hempstead location

JP Morgan Chase is an equal opportunity employer.