JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Napa, CA and Surrounding areas
$70K
Napa, CA · Full-time · Posted Jan 15, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and supporting their financial needs.
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, goals-based advice, and education on digital tools for managing investments.
- Support teammates and bank goals while fostering diversity and delivering strong client service.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, and integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) license required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license 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
Model-written summary · the original posting is authoritative