Private Client Advisor: Wealth Planning & Client Growth

JPMorgan Chase & Co.; Sacramento (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build a book of business, rely on relationship-building skills, and provide advisory services with a focus on long-term client relationships. The role emphasizes understanding financial markets, maintaining integrity, and helping clients monitor and manage their investments through digital channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining client relationships and integrating with partners.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 or must be obtained within 60 days; Life/Health/LTC license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a relationship-management focus.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on digital channels for monitoring investments.
• Foster a culture of integrity and client-first service.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

CFP certification

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/LTC insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build a book of business, rely on relationship-building skills, and provide advisory services with a focus on long-term client relationships. The role emphasizes understanding financial markets, maintaining integrity, and helping clients monitor and manage their investments through digital channels.