J.P. Morgan Wealth Management – Private Client Advisor - South 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 South San Jose, CA branch. In this role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will guide clients through investment strategies, retirement planning, tax optimization, and estate considerations, all while fostering long-term relationships in the dynamic Silicon Valley market. This position offers the opportunity to thrive in a collaborative branch environment, where your success directly impacts client outcomes and contributes to J.P. Morgan's legacy of excellence in financial services. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized portfolios from J.P. Morgan's suite of investment products, and coordinating with internal specialists for integrated banking and lending solutions. You will actively prospect for new clients through local networking, seminars, and referrals, while ensuring all advice adheres to the highest regulatory standards set by FINRA and the SEC. Success in this role requires a client-centric approach, where you educate and empower individuals to achieve financial security, drawing on J.P. Morgan's cutting-edge research and analytics tools to stay ahead of market trends. J.P. Morgan Wealth Management is committed to your professional growth, providing robust training, mentorship, and access to advanced platforms that enhance your advisory capabilities. Joining our team in South San Jose means becoming part of a prestigious institution with a proven track record of innovation and integrity in the financial services industry. If you are passionate about helping clients navigate complex financial landscapes and excel in a high-performance culture, this role offers unparalleled opportunities for impact and advancement.

Key Responsibilities

• Develop and implement personalized financial plans for high-net-worth individuals and families, including investment, retirement, and estate planning
• Prospect, acquire, and retain clients through branch-based networking, referrals, and community engagement in South San Jose
• Conduct comprehensive financial reviews and provide tailored advice on wealth management products offered by J.P. Morgan
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan regulatory standards
• Monitor client portfolios and market conditions to adjust strategies and mitigate risks
• Build long-term relationships by delivering exceptional client service and educational resources
• Participate in branch events and initiatives to grow J.P. Morgan's presence in the local community
• Utilize J.P. Morgan's proprietary tools and analytics to optimize client outcomes and performance reporting
• Mentor junior advisors and contribute to team goals within the Wealth Management division

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) 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 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 regulatory history with no U.S. Securities and Exchange Commission or FINRA sanctions

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Silicon Valley or technology sector
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse client bases
• Prior experience with JPMorgan Chase systems and tools or similar enterprise platforms
• Master's degree in finance, economics, or a related discipline

Required Skills

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

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 leave, 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, 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.