JPMorgan Chase
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner
$125K–$220K
San Francisco, CA +3 · Director · Full-time · Posted Aug 7, 2026
- Location
- San Francisco, CA
Los Angeles, CA
Irvine, CA
Palo Alto, CA - Experience
- Five plus years of experience in financial services. Series7 and 66 required upon hire or must successfully obtain within 90 days from start date.
- Education
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent required.
About the job
Provides customized financial planning to affluent and high-net-worth clients, presenting plans and collaborating with an integrated team to develop client relationships and business opportunities.
What you'll do
- Deliver financial planning advice and engage clients on tax, estate, retirement, education, philanthropic, risk-management, and asset-allocation topics.
- Prepare and explain financial plans in accessible language, using J.P. Morgan’s Wealth Plan software.
- Educate and collaborate with the integrated team and outside professional advisors; travel among regional offices and branches as needed.
What they ask for
- Five or more years of financial-services experience, including areas such as financial planning, goals-based investing, advisory, private banking, or retirement strategies.
- Bachelor's degree and Certified Financial Planner (CFP) or equivalent required.
- Strong financial-planning knowledge, client listening and communication skills, and ability to explain numerical guidance clearly.
- Willingness to travel regularly among offices and branches in the region.
Nice to have
- Knowledge of securities-based compensation, pre-liquidity planning, and concentrated-position management.
- Strong presentation skills; Microsoft Office knowledge; experience with Moneyguide Pro, eMoney, or Wealth Bench.
Pay
$128,000.00-$220,000.00 USD base salary (San Francisco, CA); $128,000.00-$220,000.00 USD base salary (Los Angeles, CA); $125,000.00-$210,000.00 USD base salary (Irvine, CA); $128,000.00-$220,000.00 USD base salary (Palo Alto, CA)
Tools
J.P. Morgan’s proprietary Wealth Plan software, Series7, 66, Microsoft Office, Moneyguide Pro, eMoney, Wealth Bench
Model-written summary · the original posting is authoritative