Private Client Advisor — Wealth & Digital Solutions

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 200,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families.

You will build client relationships, deliver personalized investment solutions, and guide clients through digital channels for a seamless experience. The role emphasizes integrity, client education, and a holistic view of clients’ financial needs, with opportunities to leverage cutting-edge technology and

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.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Bilingual: English/Cantonese
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating 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

Skills

Relationship building

Client acquisition

Financial planning

English/Cantonese bilingual

Series 7 license

Series 66 license

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families.

You will build client relationships, deliver personalized investment solutions, and guide clients through digital channels for a seamless experience. The role emphasizes integrity, client education, and a holistic view of clients’ financial needs, with opportunities to leverage cutting-edge technology and