JPMorgan Chase
J.P. Morgan Chase Wealth Management | Private Client Advisor (Bilingual: English/Cantonese) | San Francisco, CA
$70K
San Francisco, CA · Full-time · Posted Aug 25, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, builds client relationships, and offers advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and goals-based advice, and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while maintaining integrity, strong client relationships, and a commitment to diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining client relationships, and integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) required or obtainable within 60 days of starting.
- Bilingual English/Cantonese; Life, Health and Long Term Care Insurance license required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$70,320 - $70,320 USD base salary
Model-written summary · the original posting is authoritative