JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Fairfield, CA and Surrounding areas
$70K
Berkeley, CA +2 · Full-time · Posted May 4, 2026
- Location
- Berkeley, CA
Fairfield, CA
El Cerrito, CA - 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, building client relationships and offering personalized 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, while educating clients about available digital tools and channels.
- Support teammates and bank goals while fostering an inclusive culture and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship cultivation and maintenance, and integration with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $70,320 - $70,320 base salary (Berkeley, CA); USD $70,320 - $70,320 base salary (Fairfield, CA); USD $70,320 - $70,320 base salary (El Cerrito, CA)
Model-written summary · the original posting is authoritative