J.P. Morgan Wealth Management – Private Client Advisor - Marin County and Surrounding Areas

Location: Corte Madera, 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 Corte Madera, CA, serving Marin County and surrounding areas. In this role, you will deliver comprehensive financial planning and tailored advice to high-net-worth individuals and families, helping them achieve their long-term financial aspirations. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic solutions, including investment management, retirement strategies, and estate planning. This branch-based position offers the opportunity to build meaningful client relationships in a dynamic, affluent market known for its unique lifestyle and financial needs. Your primary focus will be on understanding clients' personal and financial goals to create customized wealth strategies that align with their risk tolerance and objectives. You will collaborate with J.P. Morgan specialists in banking, lending, and alternative investments to offer integrated services that enhance client outcomes. Success in this role requires proactive client engagement, from initial consultations to ongoing portfolio reviews, while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who thrive in a client-centric environment and are passionate about delivering exceptional service. With access to J.P. Morgan's cutting-edge research and technology, you will stay ahead of market trends to provide informed guidance. This position not only offers professional growth through our renowned training programs but also the chance to contribute to the financial well-being of families in one of California's most vibrant regions. Join us to make a lasting impact in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Marin County and surrounding areas
• Develop and maintain long-term client relationships by understanding their unique financial goals and life objectives
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated solutions such as banking, lending, and investment services
• Prospect and acquire new clients through networking, referrals, and community engagement in the local market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and adjust strategies based on market conditions and client needs
• Educate clients on J.P. Morgan's wealth management products, including alternative investments and sustainable options
• Participate in branch-based events and seminars to promote financial literacy and J.P. Morgan services
• Document client interactions and maintain accurate records in compliance with regulatory standards

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3-5 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 independently in a branch-based setting while collaborating with team members
• Clean regulatory history with no U at Chase or other financial institutions

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 Marin County or Bay Area market
• Bilingual proficiency in Spanish or another language spoken in the local community
• Previous experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

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

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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 access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Corte Madera area

JP Morgan Chase is an equal opportunity employer.