J.P. Morgan Wealth Management – Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)

Location: San Francisco, 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 dynamic team in the Financial District of San Francisco, CA, and surrounding areas. As a branch-based advisor, you will deliver comprehensive financial planning and advice to individuals and families, helping them navigate their financial journeys with confidence. This role is pivotal in building lasting client relationships and growing our presence in the vibrant Bay Area market, where your bilingual Cantonese skills will enable you to connect deeply with diverse communities. Leveraging J.P. Morgan's world-class resources, you will offer tailored solutions in investments, retirement planning, estate strategies, and more, all while upholding the highest standards of integrity and client-centric service. Your day-to-day responsibilities will include prospecting for new clients through networking and referrals, conducting in-depth financial assessments, and crafting personalized wealth management plans. You will collaborate with J.P. Morgan's network of experts to provide holistic advice, monitor market trends, and adjust portfolios to optimize returns and minimize risks. In this high-touch role, success is measured by your ability to deepen client trust, achieve asset growth targets, and contribute to the branch's overall performance. With a focus on the local San Francisco ecosystem, you will participate in community events and seminars to educate and engage potential clients. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where advisors like you can thrive. We offer robust training, cutting-edge technology, and a supportive culture that values innovation and excellence. If you are passionate about financial services, possess the required licenses, and are eager to make a meaningful impact in wealth management, this position provides an unparalleled opportunity to advance your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-net-worth clients within the Financial District and surrounding San Francisco areas
• Conduct client meetings, seminars, and educational sessions to enhance financial literacy, leveraging Cantonese for broader outreach
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth management solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory standards
• Utilize J.P. Morgan's proprietary tools and research to offer data-driven insights and recommendations
• Build a sustainable book of business through networking, referrals, and community engagement
• Maintain accurate records, adhere to risk management protocols, and stay updated on industry trends
• Support branch operations by contributing to team goals and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 2-3 years of experience in financial services, wealth management, or client advisory roles
• Fluency in Cantonese (bilingual required) to effectively serve the local community
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to build and maintain long-term client relationships in a branch-based environment
• 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 working with high-net-worth individuals or families in the San Francisco Bay Area
• Knowledge of local market dynamics and cultural nuances in the Financial District and surrounding areas
• Proven track record in asset gathering and portfolio management at a top-tier financial institution
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance (FINRA, SEC)
• Risk assessment and mitigation
• Communication (verbal and written)
• Bilingual proficiency in Cantonese and English
• Problem-solving and decision-making
• Time management and organization
• Data interpretation using financial software
• Networking and community engagement
• Ethical judgment in advisory roles
• Adaptability to market changes
• 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 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 San Francisco area

JP Morgan Chase is an equal opportunity employer.