Private Client Advisor: Wealth Planning & Digital Guidance

Testing Site - JPMC; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

JPMorgan Chase in San Francisco seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, grow a book of business, and collaborate with partners to provide tailored investment solutions while upholding fiduciary standards and superior client service. This role requires proactive relationship management, market insight, and the ability to educate clients on digital tools.

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
• 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 management

Financial planning

Client acquisition

Market knowledge

Digital literacy

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life, Health and Long-Term Care Insurance license

CFP certification

Job description

JPMorgan Chase in San Francisco seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, grow a book of business, and collaborate with partners to provide tailored investment solutions while upholding fiduciary standards and superior client service. This role requires proactive relationship management, market insight, and the ability to educate clients on digital tools.