Strategic Private Client Wealth Advisor

JP Morgan Chase; San Jose (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

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

You will grow a book of business, advise on solutions, and collaborate with partners to deepen client relationships. The role emphasizes a client-centered approach, adherence to fiduciary standards, and utilization of digital tools to enhance client experience and investment oversight.

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 (or 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Foster diversity and inclusion within the team and the bank’s culture.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Job description

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

You will grow a book of business, advise on solutions, and collaborate with partners to deepen client relationships. The role emphasizes a client-centered approach, adherence to fiduciary standards, and utilization of digital tools to enhance client experience and investment oversight.