J.P. Morgan Wealth Management - Private Client Advisor - Alameda, and San Leandro, CA (Alameda County) and Surrounding Areas

Location: Oakland, CA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in Oakland, CA, serving clients in Alameda, San Leandro, and surrounding areas of Alameda County. As a branch-based advisor, you will deliver comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources, cutting-edge research, and innovative tools, you will build trusted relationships by understanding each client's unique financial situation, risk tolerance, and aspirations. This role is ideal for a seasoned professional passionate about empowering clients in the dynamic San Francisco Bay Area market. Your day-to-day responsibilities will include conducting in-depth client consultations, developing customized investment strategies, and monitoring portfolios to ensure alignment with objectives. You will collaborate closely with J.P. Morgan's team of experts to offer holistic solutions, including retirement planning, education funding, and legacy preservation. Compliance is paramount; you will adhere to all regulatory requirements while fostering a client-centric environment that drives loyalty and referrals. By hosting educational workshops and leveraging our proprietary platforms, you will position J.P. Morgan as the premier choice for wealth management in the region. We value advisors who thrive in a collaborative, high-performance culture and are committed to continuous learning. With access to J.P. Morgan's extensive training programs and career advancement opportunities, this position offers the chance to grow within one of the world's leading financial institutions. If you are a licensed professional with a proven ability to deliver results and exceptional client experiences, join us to make a meaningful impact on the financial futures of our Alameda County clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Alameda and San Leandro areas
• Develop and maintain long-term relationships with private clients through comprehensive needs assessments and tailored solutions
• Collaborate with J.P. Morgan branch teams to identify and onboard new clients from the surrounding communities
• Recommend and implement investment portfolios, retirement planning, estate strategies, and risk management solutions
• Ensure all advisory services comply with J.P. Morgan's policies, SEC regulations, and industry standards
• Conduct client meetings, seminars, and educational sessions to enhance financial literacy and trust
• Monitor client portfolios and market conditions to proactively adjust strategies and maximize returns
• Leverage J.P. Morgan's proprietary tools and research to deliver data-driven insights
• Contribute to branch goals by cross-referring opportunities for banking, lending, and other J.P. Morgan services
• Stay updated on financial trends, tax laws, and economic factors impacting clients in California

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting serving clients in Alameda, San Leandro, and surrounding areas
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Alameda County
• Previous success in meeting or exceeding sales targets in financial advisory services
• Knowledge of local market dynamics in the San Francisco Bay Area

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance and risk assessment
• Sales and consultative advising techniques
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Knowledge of tax and estate planning principles
• Digital literacy with CRM systems like Salesforce
• Adaptability to market volatility
• Team collaboration in a branch environment
• Ethical decision-making in high-stakes advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Alameda County area

JP Morgan Chase is an equal opportunity employer.