J.P. Morgan Wealth Management – Private Client Advisor - Fresno and Bakersfield, CA

Location: Fresno, 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 Fresno and Bakersfield, CA branches. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. This position is ideal for a seasoned professional passionate about wealth management, with a focus on building trust and providing tailored solutions in the heart of California's Central Valley. You will leverage J.P. Morgan's global resources and innovative tools to offer holistic services, from investment strategies to estate planning, ensuring clients receive the highest standard of personalized care. In this client-centric role, you will conduct in-depth financial assessments, recommend diversified investment portfolios, and integrate J.P. Morgan's banking and lending products to create seamless wealth solutions. Working closely with branch colleagues and broader Wealth Management teams, you will identify opportunities to deepen client relationships and grow assets under management. Compliance and ethical advisory practices are paramount, as you navigate regulatory landscapes while fostering a supportive environment for clients navigating economic complexities in the region. The ideal candidate thrives in a fast-paced branch setting, excels at community engagement to source new business, and is committed to continuous learning through J.P. Morgan's robust professional development programs. This role offers the chance to contribute to a prestigious firm renowned for its integrity and innovation in financial services, while making a meaningful impact on the financial futures of diverse families in Fresno and Bakersfield.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Fresno and Bakersfield branches, identifying opportunities for holistic financial solutions
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, and risk management, tailored to client goals
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Prospect and acquire new clients through community engagement, referrals, and branch networking in the Central Valley area
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to recommend adjustments and optimize performance
• Educate clients on J.P. Morgan's suite of products, including Chase Private Client services and investment options
• Participate in branch events and professional development to enhance client service delivery
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

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 3-5 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work in Fresno and/or Bakersfield, CA, with flexibility for client meetings and branch operations
• 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 high-net-worth individuals and families in the Central Valley region
• Bilingual proficiency in English and Spanish to serve diverse client bases in Fresno and Bakersfield
• Previous experience with J.P. Morgan Chase systems or similar enterprise wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Sales acumen and business development
• Knowledge of tax implications in wealth management
• Digital literacy with CRM and banking platforms
• Adaptability to market changes and client preferences
• Team collaboration in a branch environment
• Ethical decision-making under pressure

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans 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 academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Fresno and Bakersfield areas

JP Morgan Chase is an equal opportunity employer.