JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Silicon Valley, CA and Surrounding areas
$70K
Saratoga, CA +3 · Full-time · Posted Jan 27, 2026
- Location
- Saratoga, CA
Cupertino, CA
San Jose, CA
Sunnyvale, CA - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and relationship-based service to individuals and families in Chase Wealth Management.
What you'll do
- Build a client book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and client education on investment technology and digital channels.
- Support teammates and bank goals while fostering client relationships and a culture of 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 management, 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
USD $70,320 - $70,320 base salary (Saratoga, CA); USD $70,320 - $70,320 base salary (Cupertino, CA); USD $70,320 - $70,320 base salary (San Jose, CA); USD $70,320 - $70,320 base salary (Sunnyvale, CA)
Model-written summary · the original posting is authoritative