Private Client Wealth Advisor

JPMorgan Chase & Co.; Berkeley (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Berkeley seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment solutions to individuals and families. You will interact with clients, leveraging digital tools to enhance their experience and outcomes.

Applicants should have 2+ years in a financial advisory role, a valid Series 7/66, and Life/Health/LTC licenses within 60 days. CFP preferred; a bachelor’s degree is desirable.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire and grow client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 within 60 days of starting.
• Active Life, Health and Long Term Care licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.
• Educate clients on technology and digital channels for self‑service.
• Uphold integrity and a fiduciary standard in client interactions.
• Collaborate with partners to deepen client relationships and referrals.
• Offer holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Digital channel guidance

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. in Berkeley seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment solutions to individuals and families. You will interact with clients, leveraging digital tools to enhance their experience and outcomes.

Applicants should have 2+ years in a financial advisory role, a valid Series 7/66, and Life/Health/LTC licenses within 60 days. CFP preferred; a bachelor’s degree is desirable.