J.P. Morgan Wealth Management – Private Client Advisor - West Portal - San Franc

J.P. Morgan Wealth Management – Private Client Advisor – West Portal, San Francisco, CA and Surrounding Areas

Join J.P. Morgan Chase’s Wealth Management team as a Private Client Advisor. You will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs, leveraging our broad investment platform and cutting‑edge digital technology.

Job Overview

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support clients from beginners to those with significant wealth, providing an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support teammate success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity, doing right by clients at every opportunity.
• Educate clients on available technology and channels to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and offer financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining relationships, and integrating with key partners.
• Commitment to goals‑based planning and advice.
• Valid active Series 7 license.
• Valid active Series 66 (or 63/65) license, or obtain within 60 days of start.
• Valid active Life, Health and Long Term Care Insurance license, or obtain within 60 days of start.

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification.
• Bachelor’s degree.

EEO Statement

Equal Opportunity Employer. We do not discriminate on the basis of protected attributes. We provide reasonable accommodations for applicants and employees with religious practices and disability needs.

Disclaimer

Investment products and services are offered through J.P. Morgan Securities LLC and Chase Insurance Agency. They are not FDIC insured, not guaranteed by any federal agency, and involve investment risks. Consult the full policy for details.

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