JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas
$70K
Santa Rosa, CA +2 · Full-time · Posted Jan 15, 2026
- Location
- Santa Rosa, CA
Sebastopol, CA
Rohnert Park, 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 offering 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 delivering exceptional client service and acting with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, 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 (Santa Rosa, CA); USD $70,320 - $70,320 base salary (Sebastopol, CA); USD $70,320 - $70,320 base salary (Rohnert Park, CA)
Model-written summary · the original posting is authoritative