Wealth & Relationship Advisor

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

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build a book of business, provide personalized solutions, and deepen client relationships through trusted guidance and digital tools. The role requires 2+ years of advisory experience, active Series 7 and Series 66 licenses, and appropriate insurance credentials; a Bachelor’s degree is preferred.

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients
• Provide comprehensive financial planning and advice to individuals and families
• Offer advised solutions and Chase partner referrals to deepen client relationships
• Demonstrate deep understanding of financial markets and sound business judgement
• Embrace digital innovations to help clients monitor and manage investments
• Offer holistic view of clients’ needs and financial coaching beyond investments

Skills

Client relationships

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build a book of business, provide personalized solutions, and deepen client relationships through trusted guidance and digital tools. The role requires 2+ years of advisory experience, active Series 7 and Series 66 licenses, and appropriate insurance credentials; a Bachelor’s degree is preferred.