UHNW Wealth Architect & Trusted Advisor

Aumni; Worcester (MA); On-site; USD 150,000 - 250,000; Full time

Job summary

J.P. Morgan is seeking a senior Private Wealth Advisor to lead client relationships and deliver tailored wealth solutions in Worcester, MA. You will partner with product specialists and internal teams to propose strategic investments, conduct client meetings, and provide ongoing market insights.

The role emphasizes long-term client retention, KYC adherence, risk awareness, and collaboration across functions to uphold the firm's high standards and integrity.

Qualifications

• Bachelor’s degree or equivalent with 12+ years in wealth management.
• Strong communication and stakeholder management skills.
• Organizational and prioritization skills with high integrity and risk awareness.

Responsibilities

• Develop, manage, and deepen long-term client relationships.
• Partner with product specialists to propose and deliver tailored wealth solutions.
• Provide clients with strategic market insights, portfolio updates, and investment opportunities.
• Ensure seamless client onboarding, KYC updates, and meetings coordination.
• Collaborate to ensure compliance with regulatory requirements and internal policies.
• Monitor client portfolios, AUM, and revenue, supporting data-driven decisions.
• Drive growth by expanding the client base through networking and cross-selling.

Skills

Wealth management

Client management

Stakeholder management

Communication skills

Education

Bachelor’s degree

Job description

J.P. Morgan is seeking a senior Private Wealth Advisor to lead client relationships and deliver tailored wealth solutions in Worcester, MA. You will partner with product specialists and internal teams to propose strategic investments, conduct client meetings, and provide ongoing market insights.

The role emphasizes long-term client retention, KYC adherence, risk awareness, and collaboration across functions to uphold the firm's high standards and integrity.