J.P. Morgan Wealth Management – Private Client Advisor - Northern California - San Francisco, CA and Surrounding Areas

Location: Eureka, 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-based team in Northern California, covering San Francisco, Eureka, and surrounding areas. As a Private Client Advisor, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships that drive long-term success. This role is ideal for a passionate professional who thrives in a client-centric environment and is committed to upholding the highest standards of integrity and service in the financial services industry. Your primary focus will be on understanding clients' financial objectives, risk profiles, and life goals to create personalized plans that incorporate J.P. Morgan's innovative products, such as diversified portfolios, alternative investments, and integrated banking services through Chase Private Client. You will collaborate with a network of specialists, including tax advisors and estate planners, to provide holistic advice that aligns with evolving market conditions and regulatory requirements. In this branch-based position, you will actively engage in community outreach and networking to expand your client base, contributing to the growth of assets under management while ensuring all recommendations adhere to FINRA and SEC guidelines. J.P. Morgan Wealth Management offers unparalleled opportunities for professional growth, backed by world-class training and technology platforms that empower you to deliver exceptional value. If you have a proven track record in financial advising and a passion for helping clients achieve their dreams, join our team to make a meaningful impact in the lives of Northern California's diverse clientele. This role not only provides competitive compensation but also positions you at the forefront of one of the world's leading financial institutions, where innovation and client success are at the core of everything we do.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Northern California, including San Francisco and surrounding areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive needs assessments and recommend tailored investment portfolios using J.P. Morgan's wealth management solutions
• Collaborate with branch teams and specialists to deliver holistic financial services, including retirement planning, estate strategies, and lending options
• Prospect for new clients through networking, referrals, and community engagement in Eureka, CA, and nearby regions
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan Chase regulatory standards
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and investment banking integrations
• Participate in branch-based sales initiatives to grow assets under management (AUM) and achieve performance targets
• Stay updated on industry trends, tax laws, and economic factors to deliver informed advice

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 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting serving Northern California clients
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the wealth management sector
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual proficiency in English and Spanish to serve diverse client bases in San Francisco and surrounding areas
• Previous experience in a J.P. Morgan Chase branch or similar large financial institution

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance and risk management
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan proprietary tools)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced branch environment
• Empathy and active listening for client needs
• Knowledge of tax and estate planning principles
• Networking and business development
• Adaptability to market volatility
• Team collaboration with internal specialists
• Digital literacy for client portals and CRM systems

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 up to 5% of eligible pay
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for roles in Northern California, including San Francisco and Eureka areas

JP Morgan Chase is an equal opportunity employer.