JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas
$69K
Walnut Creek, CA +1 · Full-time · Posted Sep 25, 2026
- Location
- Walnut Creek, CA
San Ramon, 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 connects clients with advised solutions and bank partners.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
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 working with key partners; ability and 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 68,640.00-USD 68,640.00 base salary; USD 68,640.00-USD 68,640.00 base salary
Model-written summary · the original posting is authoritative