Private Client Advisor – Wealth Management (Silicon Valley)

Testing Site - JPMC; Saratoga (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will leverage market knowledge and fiduciary mindset to manage client relationships and grow a book of business with exceptional service.

Collaborate with internal partners, stay compliant with regulatory requirements, and use digital platforms to enhance the client experience and monitor investments across portfolios.

Qualifications

• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advisory services.
• Familiarity with regulatory and licensing requirements for financial professionals.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a relationship-focused approach.
• Provide comprehensive financial planning and guidance to individuals and families.
• Demonstrate understanding of financial markets and strong business judgement.
• Demonstrate integrity and prioritize client interests in all actions.
• Educate clients on digital tools to monitor and manage investments.

Skills

Relationship building

Client acquisition

Financial advisory

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in California is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will leverage market knowledge and fiduciary mindset to manage client relationships and grow a book of business with exceptional service.

Collaborate with internal partners, stay compliant with regulatory requirements, and use digital platforms to enhance the client experience and monitor investments across portfolios.