JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Sacramento and Elk Gove, CA
$70K
Sacramento, CA +1 · Full-time · Posted Oct 1, 2026
- Location
- Sacramento, CA
Elk Grove, CA - 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 delivering advised 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 holistic financial coaching and educate clients on digital tools and channels for managing investments.
- Support teammates and bank goals while maintaining client-focused integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship cultivation and maintenance, 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 each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
Sacramento,CA $70,320.00 - $70,320.00 USD base salary; Elk Grove,CA $70,320.00 - $70,320.00 USD base salary
Model-written summary · the original posting is authoritative