JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Menlo Park, CA and Surrounding Areas
$70K
Palo Alto, CA +1 · Full-time · Posted Sep 25, 2026
- Location
- Palo Alto, CA
Menlo Park, 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 offering personalized solutions and referrals.
What you'll do
- Build a book of business through relationship management and provide personalized investment solutions.
- Offer holistic financial coaching and goals-based planning beyond investments.
- Educate clients on digital tools and channels for managing their investments.
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 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
Palo Alto, CA, $70,320- $70,320 USD base salary; Menlo Park, CA, $70,320- $70,320 USD base salary
Model-written summary · the original posting is authoritative