J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd)

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 dynamic team in San Jose, CA, serving clients from our branches on Oakland Rd and Brokaw Rd. As a branch-based advisor, you will deliver comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals in the vibrant Silicon Valley market. This role is pivotal in fostering trust-based relationships, leveraging J.P. Morgan's global resources to offer holistic solutions including investments, retirement planning, estate strategies, and integrated banking services. You will thrive in a collaborative environment where innovation meets tradition, contributing to our mission of empowering clients to secure their financial futures. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique needs, crafting customized investment portfolios using J.P. Morgan's sophisticated tools, and continuously monitoring and adjusting strategies amid market fluctuations. You will also engage in proactive outreach to grow your client base through networking events, referrals, and community involvement in the San Jose area, while ensuring all recommendations adhere to the highest standards of regulatory compliance. Collaboration with cross-functional teams, such as lending specialists and research analysts, will be key to providing seamless, end-to-end wealth management experiences that distinguish J.P. Morgan in the competitive financial services industry. We value advisors who are passionate about client success and committed to professional growth. This position offers the opportunity to work with high-net-worth clients in a fast-paced, tech-driven region, supported by J.P. Morgan's unparalleled training programs and career advancement paths. If you are a licensed professional with a proven track record in wealth advisory, join us to make a meaningful impact on clients' lives while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the San Jose area, identifying opportunities to grow assets under management
• Conduct financial needs assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and advisory services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect and acquire new clients through networking, referrals, and community engagement in the Oakland Rd and Brokaw Rd branches
• Educate clients on market trends, risk management, and retirement planning strategies specific to the financial services landscape
• Prepare and present financial reports, performance analyses, and portfolio reviews using J.P. Morgan's proprietary tools
• Support branch operations by mentoring junior advisors and contributing to team sales targets
• Stay abreast of industry regulations and economic developments to provide proactive advice

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 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
• Ability to work in a branch-based environment in San Jose, CA
• 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 Silicon Valley market
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse client bases in San Jose
• Previous experience with J.P. Morgan Chase systems or similar enterprise wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic forecasting
• Team collaboration
• Digital literacy in CRM systems like Salesforce

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 for certifications like CFP
• 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.