J.P. Morgan Wealth Management – Private Client Advisor - West Portal - San Francisco, CA 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 dedicated Private Client Advisor to join our West Portal branch in San Francisco, CA, and serve clients in surrounding areas. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's renowned expertise in wealth management, you will provide personalized strategies that encompass investment advice, retirement planning, estate solutions, and more, all while fostering trust and loyalty in a dynamic, client-centric environment. This position is ideal for professionals passionate about the financial services industry and committed to upholding the highest standards of integrity and excellence synonymous with J.P. Morgan Chase. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess financial needs, recommending tailored J.P. Morgan products such as diversified investment portfolios, Chase banking integrations, and lending options, and ensuring seamless execution of plans. You will collaborate closely with branch colleagues, including bankers and specialists, to offer holistic advice and drive client satisfaction. Prospecting for new relationships through local networking in the vibrant San Francisco community will be key, as will staying abreast of market trends to provide proactive insights. Compliance with all regulatory requirements, including FINRA and SEC guidelines, is paramount, reflecting J.P. Morgan's commitment to ethical practices in wealth management. We value advisors who bring a blend of technical expertise and interpersonal skills to build enduring client partnerships. In this role, you will have access to J.P. Morgan's cutting-edge resources, including advanced analytics tools and research from our global team, empowering you to deliver sophisticated, data-driven advice. Join a firm that has been a leader in financial services for over 200 years, and contribute to empowering clients' financial futures while advancing your career in a supportive, high-performance culture.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the West Portal branch and surrounding San Francisco areas
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and risk management
• Recommend and implement J.P. Morgan Wealth Management products such as investment portfolios, banking solutions, and lending options
• Collaborate with branch teams and specialists to ensure seamless client experiences and holistic advice
• Prospect for new clients through community networking, referrals, and branch referrals
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor market trends and client portfolios to provide proactive advice and adjustments
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Track and report on client portfolio performance and advisory outcomes to meet internal goals

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in San Francisco and surrounding areas
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services
• Bilingual proficiency in English and Spanish or another language spoken in the San Francisco community
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local market dynamics in the Bay Area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Digital financial tools proficiency
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and 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
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Opportunities for career advancement within J.P. Morgan Chase's global network

JP Morgan Chase is an equal opportunity employer.