JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas
$70K
Corte Madera, CA +1 · Full-time · Posted Jan 15, 2026
- Location
- Corte Madera, CA
Greenbrae, 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 delivering personalized solutions through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions through client relationship management.
- Offer holistic financial coaching, goals-based advice, and education on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and demonstrating integrity and sound business judgment.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating 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 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 (Corte Madera, CA); $70,320 - $70,320 USD base salary (Greenbrae, CA)
Model-written summary · the original posting is authoritative