Private Wealth Advisor: Holistic Planning & Relationships

JP Morgan Chase; Turlock (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in California to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes rigorous relationship management, a strong understanding of financial markets, and a commitment to integrity and client-first service.

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 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• 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.

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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Strong communication

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in California to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes rigorous relationship management, a strong understanding of financial markets, and a commitment to integrity and client-first service.