Wealth Advisor: Client Solutions & Planning

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and provide personalized investment solutions using leadership and referral networks.

The role emphasizes high standards of integrity, client education on digital channels, and a holistic view of clients’ financial needs, with opportunities to grow the book of business.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and nurturing relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Embrace digital tools to help clients monitor and manage investments.
• Educate clients on technology and channels for banking and investing.

Skills

Relationship-building

Goals-based planning

Client acquisition

Financial advisory

Industry knowledge

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and provide personalized investment solutions using leadership and referral networks.

The role emphasizes high standards of integrity, client education on digital channels, and a holistic view of clients’ financial needs, with opportunities to grow the book of business.