Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Restaurant or gym access

Job summary

J.P. Morgan Chase in San Francisco seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth, deliver tailored investment solutions, and deepen relationships through Chase partner referrals and holistic coaching. The role emphasizes relationship management, client education on digital tools, and a commitment to integrity while leveraging a broad investment product platform and leadership

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

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Bilingual Mandarin/Cantonese

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in San Francisco seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth, deliver tailored investment solutions, and deepen relationships through Chase partner referrals and holistic coaching. The role emphasizes relationship management, client education on digital tools, and a commitment to integrity while leveraging a broad investment product platform and leadership