JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
$70K
Chico, CA +1 · Full-time · Posted Jan 30, 2026
- Location
- Chico, CA
Marysville, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through Chase Wealth Management.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and investment channels, while supporting teammates and bank goals.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 70,320.00 - 70,320.00 base salary; USD 70,320.00 - 70,320.00 base salary
Model-written summary · the original posting is authoritative