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

Location: Millbrae, CA, United States

Job Family: Advisors

About the Role

J.P. Morgan Wealth Management is seeking a dedicated Private Client Advisor to join our branch in Millbrae, CA, and serve clients in surrounding Bay Area communities. In this role, you will act as a trusted financial partner, delivering comprehensive wealth management solutions to individuals and families seeking to achieve their long-term financial aspirations. Leveraging J.P. Morgan's global resources and expertise, you will create tailored strategies that encompass investment advisory, retirement planning, estate and tax optimization, and integrated banking services. This position is ideal for a client-focused professional passionate about helping affluent clients navigate complex financial landscapes in a dynamic market like the San Francisco Peninsula. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial data to recommend personalized portfolios, and fostering enduring relationships through proactive engagement. You will collaborate closely with J.P. Morgan's network of specialists to provide holistic advice, ensuring clients benefit from our firm's cutting-edge research, sustainable investing options, and digital platforms. Success in this role requires a deep commitment to ethical practices, staying abreast of regulatory changes, and driving business growth by identifying opportunities to expand client assets under management. Our branch-based model emphasizes community involvement, allowing you to build a local presence while accessing the full breadth of J.P. Morgan's institutional capabilities. At J.P. Morgan Chase, we invest in your professional growth with robust training programs, mentorship from seasoned advisors, and performance incentives that reward excellence. Joining our team means becoming part of a prestigious firm renowned for innovation in wealth management, with a focus on diversity, inclusion, and client-centric service. If you thrive in a high-energy environment and are driven to deliver exceptional value, this opportunity in Millbrae offers a platform to advance your career while making a meaningful impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Millbrae, CA branch and surrounding areas
• Develop and maintain long-term relationships with clients by understanding their financial goals, risk tolerance, and life objectives
• Conduct comprehensive financial reviews, including retirement planning, estate planning, tax strategies, and portfolio management
• Recommend and implement J.P. Morgan Wealth Management solutions, such as investment portfolios, insurance products, and banking services
• Prospect for new clients through community networking, referrals, and branch collaborations with Chase bankers
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies and regulations
• Collaborate with internal teams, including investment specialists and lending officers, to deliver holistic wealth solutions
• Monitor client portfolios and market conditions to adjust strategies and communicate updates proactively
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting in Millbrae, CA, and surrounding areas, including travel as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management offerings
• Bilingual proficiency in English and Spanish or another language spoken in the Bay Area community
• Previous success in meeting sales targets and growing assets under management in a competitive market

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems like Salesforce)
• Emotional intelligence and empathy
• Negotiation and advisory persuasion
• Data analysis for financial reporting
• Adaptability to market changes
• Team collaboration and networking

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 academy
• Employee stock purchase plan and financial wellness programs
• Wellness benefits, such as gym memberships and mental health support through partnerships
• Relocation assistance for qualifying candidates moving to the Millbrae area

JP Morgan Chase is an equal opportunity employer.