JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA
$70K
Roseville, CA +2 · Full-time · Posted Apr 22, 2026
- Location
- Roseville, CA
Folsom, CA
El Dorado Hills, 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 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 goals-based financial advice, financial coaching, and education on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting with integrity in client relationships.
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 integration 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
USD 70,320.00 - USD 70,320.00 base salary (Roseville, CA); USD 70,320.00 - USD 70,320.00 base salary (Folsom, CA); USD 70,320.00 - USD 70,320.00 base salary (El Dorado Hills, CA)
Model-written summary · the original posting is authoritative