Senior Private Client Wealth Advisor

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 135,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA.

You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively expanding the client base with bespoke solutions and superior service. In this role you will collaborate with licensed professionals, ensure regulatory compliance, and participate in an incentive plan that rewards growth.

Qualifications

• 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Ability to propose bespoke financial solutions and holistic planning.
• Strong network of high-net-worth referrals to grow a new book of business.
• Must obtain SIE, FINRA Series 7, and FINRA Series 66 (or 63/65) licenses within 150 days.

Responsibilities

• Cultivate meaningful client relationships with an exceptional, personalized experience.
• Collaborate with clients to discern needs and craft bespoke solutions across planning horizons.
• Deepen primary banking and lending relationships and facilitate introductions to wealth management.
• Present JPMorgan Private Client value and expand client base through networking.
• Share insights on economy and markets to build trust and grow business.
• Develop pipeline by acquiring new relationships and connecting with potential clients.
• Network with referral sources and external contacts to generate opportunities.
• Partner internally across lines to address client needs with precision.
• Maintain strong risk controls and adhere to regulatory guidelines.

Skills

Relationship management

Business development

Financial planning

Strategic thinking

Client service

Networking

Education

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA.

You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively expanding the client base with bespoke solutions and superior service. In this role you will collaborate with licensed professionals, ensure regulatory compliance, and participate in an incentive plan that rewards growth.