J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Location: San Francisco, CA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Private Client Advisor to join our San Francisco team in the Financial District and surrounding areas. In this branch-based role, you will serve as a trusted financial advisor to high-net-worth individuals and families, delivering comprehensive wealth management solutions. 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 long-term relationships in one of the nation's most vibrant markets. This position offers the opportunity to thrive in a collaborative environment where innovation and client-centric advice drive success. Your primary focus will be on understanding each client's unique financial goals and risk tolerance to craft personalized plans that incorporate J.P. Morgan's suite of products, including equities, fixed income, alternative investments, and integrated banking services. You will actively prospect for new clients through local networking, referrals, and community involvement, while maintaining a robust book of business. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. By partnering with internal specialists, you will provide holistic advice that extends beyond investments to include lending, estate planning, and philanthropy. Success in this role requires a passion for financial services, exceptional interpersonal skills, and a results-oriented mindset. You will conduct in-depth market analysis to identify opportunities and mitigate risks, regularly reviewing portfolios to optimize performance. J.P. Morgan Wealth Management supports your professional growth through ongoing training, cutting-edge technology, and a culture that values diversity and inclusion. If you are licensed, experienced, and eager to make a meaningful impact in San Francisco's affluent community, join us to empower clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the San Francisco Financial District and surrounding areas
• Develop and implement comprehensive wealth management strategies tailored to client goals, including portfolio construction and risk assessment
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local market
• Conduct regular client reviews to monitor portfolio performance and adjust strategies as needed
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client services and investment products
• Build long-term relationships by delivering exceptional service and achieving client satisfaction metrics
• Analyze market trends and economic conditions to provide timely advice and opportunities
• Maintain accurate records of client interactions and transactions using J.P. Morgan's proprietary systems

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 in the financial services industry
• Proven track record of building and maintaining client relationships leading to asset growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance in wealth management
• Ability to work in a branch-based environment serving high-net-worth individuals and families
• Residency or willingness to relocate to San Francisco, CA, and surrounding areas

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services or similar large financial institutions
• Bilingual proficiency, particularly in languages spoken in the San Francisco Bay Area
• Previous success in prospecting and acquiring new clients in a competitive market
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

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
• Analytical thinking and problem-solving
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Market research and economic analysis
• Negotiation and advisory skills
• Empathy and active listening
• 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 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 qualifying candidates moving to San Francisco

JP Morgan Chase is an equal opportunity employer.