JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Fresno and Bakersfield, CA
$70K
Fresno, CA +1 · Full-time · Posted Jan 30, 2026
- Location
- Fresno, CA
Bakersfield, 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 personalized solutions through Chase Wealth Management.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Coach clients on their broader financial needs and educate them about digital tools for managing investments.
- Support teammates and bank goals while delivering client service with integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- 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
$70,320.00 - $70,320.00 USD base salary (Fresno, CA); $70,320.00 - $70,320.00 USD base salary (Bakersfield, CA)
Model-written summary · the original posting is authoritative