JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - South San Jose, CA
$70K
San Jose, CA · Full-time · Posted Jan 30, 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 Chase Wealth Management.
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 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 cultivation and maintenance, 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 $70,320.00 - $70,320.00 base salary
Model-written summary · the original posting is authoritative