JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Modesto, Stockton and Lodi, CA
$70K
Modesto, CA +2 · Full-time · Posted Oct 1, 2026
- Location
- Modesto, CA
Stockton, CA
Lodi, 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, builds client relationships and a book of business, and connects clients with suitable investment solutions and digital banking tools.
What you'll do
- Develop client relationships and a book of business, focusing on relationship management rather than portfolio management.
- Provide goals-based financial advice, coaching, and personalized investment solutions.
- Educate clients on digital tools and channels for monitoring and managing their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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
Modesto,CA $70,320.00 - $70,320.00 USD (base salary); Stockton,CA $70,320.00 - $70,320.00 USD (base salary); Lodi,CA $70,320.00 - $70,320.00 USD (base salary)
Model-written summary · the original posting is authoritative