Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 100,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families, building strong relationships and delivering tailored investment solutions.

The role requires at least 2 years as a Financial Advisor, active Series 7 and 66, Life/Health/LTC licenses (or to obtain within 60 days), and bilingual English/Cantonese; CFP is preferred and a Bachelor’s degree is welcome.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Series 7 license active or required.
• Series 66 license active or must be obtained within 60 days.
• Bilingual English/Cantonese.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investor experience.
• Collaborate with partners to deepen client relationships.
• Monitor financial markets and provide informed guidance.
• Educate clients on technology and digital channels.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Bilingual English/Cantonese

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families, building strong relationships and delivering tailored investment solutions.

The role requires at least 2 years as a Financial Advisor, active Series 7 and 66, Life/Health/LTC licenses (or to obtain within 60 days), and bilingual English/Cantonese; CFP is preferred and a Bachelor’s degree is welcome.