Wealth Planning Advisor for Private Clients

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 within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build a book of business, partner with specialist teams, and educate clients on digital tools to monitor and manage their portfolios with integrity and a client‑first mindset.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses or must be obtained within 60 days.
• Proven success in client acquisition and relationship management.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain integrity and a client-first approach in all interactions.
• Collaborate with Chase partners to deepen client relationships.

Skills

Financial advisor experience

Client acquisition

Relationship-building

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 (63/65) license

Life, Health & LTC license

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build a book of business, partner with specialist teams, and educate clients on digital tools to monitor and manage their portfolios with integrity and a client‑first mindset.