Private Wealth Advisor — Planning & Client Growth

Testing Site - JPMC; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Chase in San Jose is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will develop a client base, deliver tailored solutions, and partner with bank channels to deepen relationships. The role requires strong relationship management, integrity, and the ability to educate clients on using digital tools to monitor and manage investments.

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.
• Active Series 7 required and Series 66 (63/65) required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on digital channels.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital tools literacy

Financial coaching

Communication

Team collaboration

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/ LTC license

Job description

J.P. Morgan Chase in San Jose is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will develop a client base, deliver tailored solutions, and partner with bank channels to deepen relationships. The role requires strong relationship management, integrity, and the ability to educate clients on using digital tools to monitor and manage investments.