Private Client Advisor: Wealth Planning & Digital Growth

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

Job summary

JPMorgan Chase & Co. in the San Francisco Bay Area seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance within Chase Wealth Management. You will build a trusted client book and deliver tailored solutions aligned to clients’ goals and risk tolerance.

The role emphasizes relationship management, regulatory compliance, and leveraging digital tools to help clients monitor and manage their wealth. Series 7/66 are required, CFP preferred.

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.

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.
• 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.

Skills

Financial Advisor experience

Client acquisition

Relationship building

Education

Bachelor's degree

CFP certification

Tools

CRM software

Financial planning software

Job description

JPMorgan Chase & Co. in the San Francisco Bay Area seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance within Chase Wealth Management. You will build a trusted client book and deliver tailored solutions aligned to clients’ goals and risk tolerance.

The role emphasizes relationship management, regulatory compliance, and leveraging digital tools to help clients monitor and manage their wealth. Series 7/66 are required, CFP preferred.