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

JPMorganChase; Saratoga (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

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

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California. You will deliver comprehensive financial planning and advice to individuals and families, building trusted relationships while guiding clients through investments, technology tools, and digital banking channels.

Your role emphasizes integrity, client-focused service, and collaboration with partners to deepen client relationships.

Qualifications

• 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.
• Licenses: Series 7, Series 66 (or 63/65) and Life/Health and Long-Term Care insurance (or ability to obtain within 60 days).
• Bachelor’s degree preferred; CFP is a plus.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills.
• Offer comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments and manage their wealth.
• Support a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP preferred

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 Series7 license.
• A valid and active Series66 (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 Section19 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

• 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.