Private Client Advisor: Wealth Solutions & Digital Growth

JPMorgan Chase & Co.; Sacramento (CA); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Sacramento, CA, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while embracing digital tools to enhance client experience. A strong emphasis on integrity, goal-based planning, and clear communication about markets and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on digital channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Skills

Series 7 license

Series 66 license

Life, Health & LTC license

Client acquisition

Relationship management

Financial planning

Compliance knowledge

Financial advisory experience

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Sacramento, CA, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships while embracing digital tools to enhance client experience. A strong emphasis on integrity, goal-based planning, and clear communication about markets and