Wealth Planning Advisor for Private Clients

JP Morgan Chase; Saratoga (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Base salary

Commission-based pay

Discretionary incentive compensation

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California. You will deliver comprehensive financial planning and advice to individuals and families, building trusted relationships while guiding clients through investments, technology tools, and digital banking channels.

Your role emphasizes integrity, client-focused service, and collaboration with partners to deepen client relationships.

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.
• Licenses: Series 7, Series 66 (or 63/65) and Life/Health and Long-Term Care insurance (or ability to obtain within 60 days).
• Bachelor’s degree preferred; CFP is a plus.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills.
• Offer comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments and manage their wealth.
• Support a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management in California. You will deliver comprehensive financial planning and advice to individuals and families, building trusted relationships while guiding clients through investments, technology tools, and digital banking channels.

Your role emphasizes integrity, client-focused service, and collaboration with partners to deepen client relationships.