Private Wealth Advisor — Build Lasting Client Relationships

JPMorgan Chase; Sunnyvale (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor to deliver holistic financial planning and investment guidance to individuals and families across Saratoga, Sunnyvale, Cupertino and nearby communities. You will build trusted relationships, deliver tailored investment solutions, and guide clients toward their financial goals using Chase platforms.

The role emphasizes client acquisition, relationship management, and a comprehensive approach to wealth needs, with onsite duties across multiple CA

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.
• CFP certification is preferred.
• Bachelor’s degree preferred.

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.
• 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

Education

Bachelor's degree

CFP (preferred)

Series 7

Series 66 (63/65) license

Life, Health & LTC license

2+ years financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Job description

JPMorgan Chase seeks a Private Client Advisor to deliver holistic financial planning and investment guidance to individuals and families across Saratoga, Sunnyvale, Cupertino and nearby communities. You will build trusted relationships, deliver tailored investment solutions, and guide clients toward their financial goals using Chase platforms.

The role emphasizes client acquisition, relationship management, and a comprehensive approach to wealth needs, with onsite duties across multiple CA