JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Union City, CA and Surrounding Areas
$69K
Union City, CA +2 · Full-time · Posted Sep 25, 2026
- Location
- Union City, CA
Fremont, CA
Hayward, 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 delivering personalized investment solutions.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while fostering a culture of diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, 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 obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
Union City, CA $68,640 - $68,640 (USD, base salary); Fremont, CA $68,640 - $68,640 (USD, base salary); Hayward, CA $68,640 - $68,640 (USD, base salary)
Model-written summary · the original posting is authoritative