Private Client Advisor — Holistic Wealth Solutions

JPMorgan Chase & Co.; Lincoln (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, helping them grow, protect, and transfer wealth.

You will build a book of business, rely on relationships and leadership, and provide a holistic view of clients’ needs with solutions across investments, planning, and digital tools while maintaining ethical standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships and collaborate with partners.
• Strong emphasis on goals-based planning and compliant advice.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days, plus Life/Health/LTC license within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial coaching beyond investments and maintain client relationships.
• Educate clients on digital tools and channels to monitor and manage investments.
• Demonstrate financial market understanding and sound business judgment.
• Uphold integrity and adhere to regulatory requirements in all client interactions.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory knowledge

Communication skills

Sales targets

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, helping them grow, protect, and transfer wealth.

You will build a book of business, rely on relationships and leadership, and provide a holistic view of clients’ needs with solutions across investments, planning, and digital tools while maintaining ethical standards.