J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas

Location: Walnut Creek, 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 Walnut Creek and San Ramon, CA branches, serving clients in surrounding affluent areas of the Bay Area. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to high-net-worth individuals and families. Leveraging J.P. Morgan's world-class resources and global expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, ensuring their long-term wealth preservation and growth. This position offers the opportunity to build meaningful relationships in a collaborative environment, contributing to J.P. Morgan's legacy of excellence in wealth management. Your primary focus will be on understanding each client's unique financial objectives, risk tolerance, and life goals to craft bespoke solutions using J.P. Morgan's innovative platforms and products. You will conduct in-depth consultations, analyze market trends, and recommend diversified portfolios that align with regulatory standards and client needs. By fostering trust through exceptional service, you will drive client loyalty and acquisition, while partnering with J.P. Morgan bankers and specialists to provide seamless, holistic advisory experiences. Success in this role requires a passion for financial services, a client-centric approach, and the ability to thrive in a fast-paced, goal-oriented setting. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge tools, ongoing training, and a supportive culture that values diversity and inclusion. In this role, you will have access to extensive professional development opportunities, including mentorship from senior advisors and participation in J.P. Morgan's renowned learning programs. If you are a licensed professional with a proven track record in wealth advisory and a drive to make a tangible impact on clients' financial futures, we invite you to bring your expertise to our team and help shape the next chapter of success for J.P. Morgan in the vibrant California market.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Walnut Creek and San Ramon areas
• Develop and maintain long-term relationships with clients by understanding their unique financial goals and risk profiles
• Conduct comprehensive needs assessments and recommend tailored investment portfolios using J.P. Morgan's proprietary tools
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in surrounding California regions
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, in all advisory activities
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on J.P. Morgan Wealth Management products, such as brokerage accounts, trusts, and alternative investments
• Participate in local market initiatives to enhance J.P. Morgan's presence in the affluent Bay Area communities
• Document client interactions and maintain accurate records in J.P. Morgan's CRM 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) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory 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
• Valid driver's license and willingness to travel within Walnut Creek, San Ramon, and surrounding areas

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Bay Area
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of estate planning, retirement strategies, and tax-efficient investment approaches

Required Skills

• Financial analysis and portfolio management
• Investment strategy development
• Client relationship building and retention
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Time management and organizational abilities
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical judgment in financial advising

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 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs featuring gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for qualifying candidates moving to the Walnut Creek or San Ramon areas

JP Morgan Chase is an equal opportunity employer.