J.P. Morgan Wealth Management – Private Client Advisor - Alameda, CA

Position: J.P. Morgan Wealth Management – Private Client Advisor - Alameda, CA and Surrounding Areas

J.P. Morgan Wealth Management – Private Client Advisor - Alameda, CA and Surrounding Areas

Join the J.P. Morgan Wealth Management team as a Private Client Advisor in the Alameda, CA region. This role offers a dynamic opportunity to represent the brand, interact with clients, and provide comprehensive financial planning and advisory services.

Base Pay Range

$68,640.00/yr - $68,640.00/yr

Job Description

At J.P. Morgan Chase, we are committed to helping clients, supporting our employees, and maintaining a strong diversity and inclusion ethos. Using our broad investment platform and advanced digital technology, you will be front‑and‑center representing our brand and offering tailored investment solutions.

As a Private Client Advisor, you will deliver comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.

Job Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on technology and channels available to better monitor and manage their investments.
• Provide a holistic view of clients’ needs and offer financial coaching beyond investments.
• Embrace digital innovations to help clients become more confident using our products.

Required Qualifications , Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goal‑based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license, or obtain within 60 days.
• Valid and active Life, Health and Long‑Term Care Insurance license, or obtain within 60 days.

Preferred Qualifications , Capabilities, And Skills

• Certified Financial Planner (CFP®) certification is preferred.
• Bachelor’s degree preferred.

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers await contingent upon JPMorgan

Chase’s review of criminal conviction history.

Investment And Insurance Products Are

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

About Us

Chase is a leading financial services firm delivering a broad range of products and solutions to millions of households and businesses. We emphasize customer relationships and embrace diversity and inclusion.

Benefits

Competitive total rewards, including base salary, commission, discretionary incentive compensation, health care, retirement plans, childcare, tuition reimbursement, mental health support, and more.

Equal Opportunity Employer

We are an equal opportunity employer and provide reasonable accommodations for applicants and employees.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales

Referrals increase your chances of interviewing at JPMorgan

Chase by 2x.

#J-18808-Ljbffr