JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)
$70K
San Francisco, CA · Full-time · Posted May 28, 2026
- 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 through relationship management.
What you'll do
- Build a book of business, acquire and maintain client relationships, and provide personalized investment solutions.
- Offer holistic financial coaching and goals-based advice, including referrals to Chase partners.
- Educate clients about digital tools and investment channels, while supporting teammates and bank goals.
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 to be obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 70,320- USD 70,320 base salary
Model-written summary · the original posting is authoritative