J.P. Morgan Wealth Management – Private Client Advisor - Berkeley CA and Surrounding areas

Location: Walnut Creek, 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 Walnut Creek, CA, serving clients in Berkeley and surrounding areas. As a key member of our team, you will deliver comprehensive financial planning and personalized advice to affluent individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources and expertise, you will create customized strategies that encompass investments, retirement, estate planning, and more, all while fostering trust-based relationships in a dynamic, branch-based environment. Your role will involve conducting in-depth client consultations to assess financial needs, recommending diversified investment solutions from J.P. Morgan's robust product offerings, and providing ongoing portfolio oversight amid evolving market conditions. You will collaborate with internal partners, such as J.P. Morgan bankers and specialists, to ensure seamless, holistic service delivery. Success in this position requires a client-centric approach, where you proactively identify opportunities for growth, educate clients on economic insights from J.P. Morgan Research, and drive asset accumulation through targeted networking in the Bay Area community. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge tools, continuous training, and a supportive culture that values integrity and innovation. If you are passionate about financial services and thrive in a high-touch advisory role, this opportunity allows you to make a meaningful impact on clients' financial futures while advancing your career within one of the world's leading financial institutions. Join us to contribute to our mission of reimagining the role of wealth management in an ever-changing landscape.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Berkeley and surrounding areas
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax strategies
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Prospect for new clients through community engagement, referrals, and branch-based networking in Walnut Creek, CA
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth solutions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards and regulatory requirements
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Contribute to branch goals by driving client acquisition and asset growth in the region

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Berkeley, CA, and surrounding areas
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase or similar large financial institutions
• Bilingual proficiency, particularly in Spanish or other languages common in the Bay Area
• Master's degree in finance or related discipline
• Prior success in generating new business through networking and referrals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and management
• Sales and business development
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 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 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 Berkeley/Walnut Creek area

JP Morgan Chase is an equal opportunity employer.