Private Client Advisor: Relationship-Driven Wealth Planner

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

Job summary

JPMorgan Chase & Co. is seeking a Financial Advisor in San Francisco to build a robust client book and deliver customized investment solutions.

You will leverage leadership, relationship-building, and market insight to guide clients through their financial journeys, striving for excellence in service and outcomes. The role emphasizes integrity, client education on digital tools, and holistic financial coaching beyond investments, with emphasis on diversity and teamwork within a leading financial

Qualifications

• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Experience in goals-based planning and providing strategic advice.

Responsibilities

• Champion teammates’ success and the bank’s goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Uphold unwavering integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor, maintain, and manage 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.

Skills

Relationship management

Client acquisition

Goals-based planning

Financial markets

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Financial Advisor in San Francisco to build a robust client book and deliver customized investment solutions.

You will leverage leadership, relationship-building, and market insight to guide clients through their financial journeys, striving for excellence in service and outcomes. The role emphasizes integrity, client education on digital tools, and holistic financial coaching beyond investments, with emphasis on diversity and teamwork within a leading financial