J.P. Morgan Wealth Management – Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA

Location: Roseville, 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 Roseville, Folsom, and El Dorado Hills branches in California. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and innovative platforms, you will guide clients through investment strategies, retirement planning, estate management, and integrated banking solutions, all while fostering trust in a high-touch, relationship-driven environment. This position offers the opportunity to serve a diverse clientele in the growing Sacramento region, contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored portfolios from J.P. Morgan's extensive product offerings, and ensuring seamless coordination with other Chase banking services. You will proactively engage with clients through scheduled reviews, market updates, and educational workshops, while also prospecting for new relationships within the local community. Compliance and ethical standards are paramount, so you will adhere to all regulatory requirements while utilizing J.P. Morgan's advanced tools for portfolio analysis and reporting. Collaboration with branch colleagues and wealth management specialists will be key to delivering holistic solutions that address clients' evolving needs in today's complex financial landscape. This role demands a client-centric mindset, with a focus on building lasting partnerships that drive asset growth and client satisfaction. J.P. Morgan Wealth Management provides unparalleled support, including cutting-edge technology, ongoing training, and a collaborative culture that values innovation and integrity. If you are passionate about financial services and ready to make a meaningful impact in the lives of clients across Roseville, Folsom, and El Dorado Hills, join us to advance your career in one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Roseville, Folsom, and El Dorado Hills areas
• Develop and maintain long-term relationships with clients through proactive outreach and branch-based consultations
• Analyze clients' financial situations, goals, and risk tolerances to recommend tailored wealth management solutions
• Collaborate with J.P. Morgan Chase teams to deliver integrated banking, lending, and investment services
• Identify opportunities to grow client portfolios by introducing J.P. Morgan's suite of products, including retirement planning and estate strategies
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Conduct educational seminars and community events to attract new clients in the local California market
• Monitor market trends and economic conditions to adjust client strategies accordingly
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Mentor junior advisors and contribute to branch goals for client acquisition and retention

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in multiple locations
• Valid driver's license and willingness to travel between Roseville, Folsom, and El Dorado Hills, CA

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase's wealth management products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in California
• Previous success in meeting sales targets and growing assets under management
• Knowledge of local market dynamics in the Sacramento region

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC guidelines)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Sales and negotiation techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Team collaboration in a branch setting
• Market research and economic forecasting
• Customer service orientation
• Ethical decision-making
• Adaptability to local market conditions in California

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
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for qualifying candidates moving to the Roseville area

JP Morgan Chase is an equal opportunity employer.