J.P. Morgan Wealth Management – Private Client Advisor - North San Jose, CA

Location: San Jose, 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 North San Jose, CA branch. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families in the dynamic Silicon Valley region, offering comprehensive financial planning, investment guidance, and wealth management solutions. Leveraging J.P. Morgan's global resources and cutting-edge research, you will help clients navigate complex financial landscapes, from retirement and estate planning to sophisticated investment strategies tailored to their unique needs. This position is ideal for a client-focused professional passionate about delivering exceptional service in a high-growth market like North San Jose, where technology executives and entrepreneurs seek personalized advice to grow and preserve their wealth. As a Private Client Advisor, your day-to-day responsibilities will include building deep relationships with clients through one-on-one consultations, analyzing their financial situations, and recommending bespoke solutions using J.P. Morgan's proprietary platforms. You will collaborate with our network of experts in banking, lending, and alternative investments to provide holistic advice, while also prospecting for new opportunities within the local community. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role demands a blend of analytical prowess and interpersonal skills to foster trust and drive client retention and growth. J.P. Morgan Wealth Management offers a supportive environment with robust training, competitive compensation, and opportunities for career advancement within one of the world's leading financial institutions. If you thrive in a fast-paced, client-centric setting and have a proven track record in financial advisory, this role provides the platform to make a meaningful impact on clients' financial futures while contributing to our branch's success in the vibrant San Jose market.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the North San Jose community
• Develop and maintain long-term relationships with clients to understand their financial goals and life objectives
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement tailored investment portfolios using J.P. Morgan's proprietary tools and research
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic wealth solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in the San Jose area
• Ensure all advisory activities comply with regulatory standards and J.P. Morgan's risk management policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's wealth management offerings
• Contribute to branch goals by participating in team meetings and client events

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
• At least 3 years of experience in financial services, wealth management, or client advisory 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 background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with affluent clients in the technology sector, common in the San Jose area
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse North San Jose clientele
• Previous success in meeting or exceeding sales targets in financial advisory services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and management
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and market research
• Team collaboration
• Adaptability to economic changes

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 eligible candidates moving to the San Jose area

JP Morgan Chase is an equal opportunity employer.