J.P. Morgan Wealth Management – Private Client Advisor

Welcome to J.P. Morgan Wealth Management at Chase Bank! We are seeking a driven and client-focused Private Client Advisor to join our team. As a Private Client Advisor, you will have the opportunity to work with high-net-worth individuals and families to provide personalized financial advice and solutions. Our ideal candidate is a motivated self-starter with a strong passion for helping others achieve their financial goals. With a minimum of 5 years of experience in the financial industry and a proven track record of success, you will play a crucial role in our mission to deliver exceptional service and build long-lasting relationships with our clients. Join us in shaping the future of wealth management and make a meaningful impact on the lives of our clients.

1. Meet with high-net-worth individuals and families to understand their financial goals and develop personalized financial plans.
2. Provide comprehensive financial advice and solutions to clients, taking into account their risk tolerance, investment objectives, and overall financial situation.
3. Continuously monitor and review clients' portfolios to ensure they are aligned with their goals and make necessary adjustments as needed.
4. Build and maintain strong relationships with clients through regular communication and exceptional service.
5. Proactively identify opportunities to deepen relationships with existing clients and generate new business through referrals and networking.
6. Stay current on industry trends, market conditions, and regulatory changes to provide up-to-date and accurate advice to clients.
7. Collaborate with other team members, including portfolio managers and specialists, to provide a holistic approach to client service and deliver the best solutions.
8. Maintain accurate and detailed records of client interactions, financial plans, and recommendations.
9. Adhere to all compliance and regulatory requirements and ensure all client interactions are in line with company policies and procedures.
10. Act as a brand ambassador for J.P. Morgan Wealth Management and represent the company in a professional and ethical manner at all times.
11. Continuously seek opportunities for personal and professional development, including attending trainings and obtaining relevant certifications.
12. Contribute to the overall success of the team and the company by meeting individual and team goals and targets.

According to JobzMall, the average salary range for a J.P. Morgan Wealth Management – Private Client Advisor in Sarasota, FL, USA is $80,000-$120,000 per year. This range can vary based on factors such as experience, education, and performance.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.