JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, Auburn, CA and Surrounding Areas
$70K
Lincoln, CA +1 · Full-time · Posted Jan 30, 2026
- Location
- Lincoln, CA
Auburn, 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, builds client relationships and a book of business, and connects clients with 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 educate clients on digital tools and channels 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, relationship management, and integrating with key partners; demonstrated 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
USD $70,320.00 - $70,320.00 base salary (Lincoln, CA); USD $70,320.00 - $70,320.00 base salary (Auburn, CA)
Model-written summary · the original posting is authoritative