Private Client Advisor — Napa & Surrounding Areas

Fairygodboss; Napa (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will develop a book of business, deliver investment solutions, and deepen client relationships through leadership and strategic partnerships. The role requires active Series 7 and Series 66 licenses and a Life/Health/Long-Term Care license, or the ability to obtain them within 60 days.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, relationship management, and partner collaboration.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advisory services to individuals and families.
• Educate clients on technology and channels to monitor investments and enhance digital access.

Skills

Client acquisition

Relationship-building

Financial markets understanding

Integrity

Digital channel proficiency

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65) license

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will develop a book of business, deliver investment solutions, and deepen client relationships through leadership and strategic partnerships. The role requires active Series 7 and Series 66 licenses and a Life/Health/Long-Term Care license, or the ability to obtain them within 60 days.