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

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

Millbrae, CA, United States

and 1
more

• Job Identification

• Job Category Advisors

• Business Unit Consumer & Community Banking

• Posting Date 09/25/2026, 06:30 PM

• Locations 10 S El Camino Real, Millbrae, CA, 94030, US1200 El Camino Real, San Bruno, CA, 94066, US

• Job Schedule Full time

• Job Shift Day

• Base Pay/Salary Millbrae, CA $70,320 - $70,320;
  San Bruno, CA $70,320 - $70,320

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

• Demonstrate a deep understanding of financial markets and sound business judgement

• Exhibit unwavering integrity that points toward doing right by clients at every opportunity

• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

• Provide a holistic view of clients’ needs and financial coaching beyond investments

• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• 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

• A valid and active Series 7

• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP®) certification is preferred

• Bachelor’s degree preferred

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan

Chase’s review of criminal conviction history, including pretrial diversions or program entries.

• 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

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a…