JPMorgan Chase
J.P. Morgan Advisors - Wealth Planner - San Francisco, CA
$104K–$148K
San Francisco, CA · Full-time · Posted Oct 22, 2026
- Experience
- 5 plus years’ experience in Financial Services industry
- Education
- Bachelor's degree required
About the job
Partners with financial advisors to develop, present, and maintain personalized financial plans for ultra-high-net-worth clients.
What you'll do
- Build client relationships, identify financial goals, and recommend appropriate solutions.
- Gather client financial information and create, present, and implement goals-based financial plans.
- Review and update plans, coordinate with clients’ advisory teams, and use planning tools to monitor progress.
What they ask for
- FINRA Series 7 and 66 licenses
- Bachelor’s degree
- Certified Financial Planner designation
- Ability to work independently, take ownership, and communicate effectively with clients and team members
Nice to have
- Adaptability to changing technology and regulatory policies
- Proficiency in Word, PowerPoint and Excel
Pay
USD 104,500.00-$148,000.00 base salary
Tools
Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative