Private Client Advisor: Wealth Planning & Digital Guidance

Testing Site - JPMC; San Francisco (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Financial planning support

Job summary

J.P. Morgan Chase in San Francisco seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, educate clients on digital tools, and coordinate with partners to provide tailored solutions.

The role emphasizes integrity, client education, and proactive wealth management across a diverse client base in a dynamic market.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or to be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Champion teammates’ success and bank diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain client integrity and fiduciary best practices.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations for client empowerment.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Financial markets knowledge

Integrity

Education

Bachelor's degree

Job description

J.P. Morgan Chase in San Francisco seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships, educate clients on digital tools, and coordinate with partners to provide tailored solutions.

The role emphasizes integrity, client education, and proactive wealth management across a diverse client base in a dynamic market.