JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Turlock and Modesto, CA
$70K
Turlock, CA +1 · Full-time · Posted Jan 30, 2026
- Location
- Turlock, CA
Modesto, 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, builds client relationships and a book of business, and connects clients with advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, emphasizing relationship management rather than portfolio management.
- Provide holistic financial coaching, educate clients about digital tools, and help them use available banking and investment channels.
- Support teammates and bank goals while demonstrating market knowledge, sound judgment, and integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and 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 - USD 70,320.00 base salary (Turlock, CA); USD 70,320.00 - USD 70,320.00 base salary (Modesto, CA)
Model-written summary · the original posting is authoritative