J.P. Morgan Wealth Management - Private Client Advisor - Silicon Valley, CA and Surrounding areas

JPMorganChase; Saratoga (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships.

Responsibilities include building a book of business, educating clients on digital solutions, and offering comprehensive financial advice. We provide a competitive compensation package and a commitment to diversity and inclusion within our workforce.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship building

Understanding financial markets

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long-Term Care Insurance license

Job description

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, caring for our employees, building relationships, delivering extraordinary customer service, and maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform combined with cutting‑edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship‑building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity by doing right for clients at every opportunity.
• Educate clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, and Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license, or the requirement to obtain it within 60 days of starting.
• A valid and active Life, Health and Long‑Term Care Insurance license, or the requirement to obtain it within 60 days of starting.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree is preferred.

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pre‑trial diversions or program entries.

Investment and Insurance Products Are

• Not FDIC insured.
• Not insured by any federal government agency.
• Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates.
• Subject to investment risks, including possible loss of the principal amount invested.

Benefits

We offer a competitive total rewards package, including base salary, commission‑based pay, discretionary incentive compensation, health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Equal Opportunity Employer / Disability / Veterans

We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy, disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs.