Private Client Advisor, Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and present advised solutions that deepen client connections using digital tools.

The role emphasizes education, holistic financial coaching, and delivering an exceptional investor experience while aligning with regulatory standards and firm guidance.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivation and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Compliance awareness

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and present advised solutions that deepen client connections using digital tools.

The role emphasizes education, holistic financial coaching, and delivering an exceptional investor experience while aligning with regulatory standards and firm guidance.