J.P. Morgan Wealth Management – Community Private Client Advisor - Oakland, CA (Broadway and 30th)

Location: Oakland, CA, United States

Job Family: Client Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Community Private Client Advisor to join our team in Oakland, CA, at the Broadway and 30th location. In this role, you will serve as a trusted financial advisor, delivering personalized wealth management solutions while actively engaging with the vibrant Oakland community. Your focus will be on building meaningful relationships with clients from diverse backgrounds, offering comprehensive financial planning that encompasses investments, retirement strategies, and legacy planning. By participating in local events and initiatives, you will embody J.P. Morgan's commitment to fostering financial inclusion and empowering community members to achieve their financial goals in a dynamic urban environment. As a Community Private Client Advisor, you will collaborate with our branch network to provide holistic advice, leveraging J.P. Morgan's world-class resources and investment expertise. You will identify opportunities to grow your client base through targeted outreach, educational workshops, and partnerships with local organizations, all while ensuring adherence to the highest standards of regulatory compliance and ethical practices. This position offers the chance to make a tangible impact in Oakland, combining client-centric service with community-driven efforts to promote financial literacy and economic empowerment. J.P. Morgan Chase is an equal opportunity employer committed to diversity and inclusion. We provide a supportive environment with robust training, cutting-edge technology, and a pathway for professional growth within one of the world's leading financial institutions. If you are passionate about finance, community involvement, and helping clients navigate their financial futures, join us in redefining wealth management for the Oakland community.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs, including investment, retirement, and estate planning
• Engage with the Oakland community through local events, workshops, and networking to build awareness of J.P. Morgan Wealth Management services
• Prospect and acquire new clients from diverse backgrounds, focusing on underserved or community-based segments
• Provide ongoing portfolio management, performance reviews, and adjustments to align with client goals and market conditions
• Collaborate with branch teams, specialists, and partners to deliver holistic wealth management solutions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate client records
• Host educational seminars and participate in community initiatives to promote financial literacy and J.P. Morgan's commitment to local impact
• Monitor economic trends and market developments to advise clients proactively on opportunities and risks
• Foster long-term client relationships by delivering exceptional service and personalized advice

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days of hire
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in diverse communities
• Strong understanding of financial planning principles, investment strategies, and regulatory compliance
• Ability to work independently in a branch environment while collaborating with local teams
• Valid driver's license and willingness to travel within the Oakland community for events

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in community outreach, local networking, or event planning in urban or diverse settings
• Bilingual proficiency in Spanish or other languages spoken in the Oakland community
• Prior experience with J.P. Morgan Chase products and services or similar high-net-worth advisory roles

Required Skills

• Financial planning and analysis
• Investment portfolio management
• Client relationship building
• Community engagement and networking
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical and problem-solving abilities
• Cultural sensitivity and diversity awareness
• Event planning and organization
• Risk assessment and management
• Digital tools proficiency (e.g., CRM systems like Salesforce)
• Time management and prioritization
• Empathy and active listening
• Adaptability to local market dynamics

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Opportunities for career advancement within J.P. Morgan Chase's global network

JP Morgan Chase is an equal opportunity employer.