J.P. Morgan Wealth Management – Private Client Advisor - Alameda, CA and Surrounding Areas

Location: Alameda, 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 Alameda, CA branch and serve clients in surrounding areas. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and tailored advice to affluent individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and expertise, you will provide holistic solutions that encompass investment management, retirement strategies, estate planning, and more, all while fostering trust-based relationships in a dynamic Bay Area market. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique financial needs, recommending personalized investment portfolios from J.P. Morgan's diverse offerings, and collaborating with our network of specialists to integrate banking, lending, and philanthropic services. You will proactively monitor economic trends and client portfolios, ensuring strategies remain aligned with objectives and regulatory standards. Success in this role demands a client-centric approach, where you identify growth opportunities through referrals and community engagement, contributing to the overall success of our Alameda team. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge tools, ongoing training, and a supportive culture that values innovation and integrity. If you are passionate about financial services and ready to make a meaningful impact on clients' lives, this position offers an unparalleled platform to advance your career within one of the world's leading financial institutions. Join us to help clients navigate their financial futures with confidence.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Alameda, CA, and surrounding areas
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, tax optimization, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic wealth solutions
• Prospect and acquire new clients through networking, referrals, and community involvement in the local market
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to adjust strategies proactively
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, alternative investments, and philanthropic advisory
• Participate in branch-based team meetings and contribute to the overall growth of the Alameda office
• Maintain accurate records of client interactions and financial plans using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan teams
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with affluent clients in the Bay Area or similar markets
• Familiarity with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse Alameda communities
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Tax and estate planning expertise
• Analytical problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Market trend analysis
• Team collaboration and leadership

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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for qualifying candidates moving to the Alameda area

JP Morgan Chase is an equal opportunity employer.