Senior Private Client Advisor

Testing Site - JPMC; San Francisco (CA); On-site; USD 150,000 - 180,000; Full time

Job summary

JPMorgan Private Client in San Francisco is seeking a seasoned Relationship Manager to cultivate high-net-worth client relationships, deliver bespoke financial solutions, and drive business growth across banking and wealth services.

This role requires 10+ years in financial services, FINRA licenses, and a proactive, entrepreneurial approach. Base salary is $150,000 per year, with incentive opportunities and comprehensive benefits discussed during hiring.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Entrepreneurial spirit, resilience, and persistence in prospecting to expand business.
• High-net-worth referral network to develop a new book of business and demonstrate trusted relationships.
• Ability to solve complex financial challenges with holistic financial planning.
• Passion for guiding clients and delivering bespoke solutions and exceptional service.
• SIE exam, FINRA Series 7, and FINRA Series 66 (or 63/65) or equivalent licensing requirements; willingness to obtain licenses within 150 days.

Responsibilities

• Cultivate meaningful relationships with clients to deliver exceptional, personalized experiences.
• Collaborate with clients to identify needs and craft bespoke financial solutions across planning and banking.
• Foster long-term banking and lending relationships and facilitate introductions to wealth management services.
• Present JPMorgan Private Client value proposition and nurture client relationships.
• Share insights on economy and markets to build trust and grow business.
• Develop pipeline by acquiring new relationships and leveraging referrals outside the office.
• Establish partnerships across business lines to meet client needs with precision.
• Uphold risk and controls by adhering to policies and security guidelines.

Skills

Relationship management

Business development

Financial planning

Client service

Team collaboration

Regulatory compliance awareness

Education

Bachelor's degree or equivalent

Job description

JPMorgan Private Client in San Francisco is seeking a seasoned Relationship Manager to cultivate high-net-worth client relationships, deliver bespoke financial solutions, and drive business growth across banking and wealth services.

This role requires 10+ years in financial services, FINRA licenses, and a proactive, entrepreneurial approach. Base salary is $150,000 per year, with incentive opportunities and comprehensive benefits discussed during hiring.