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Private Client Advisor: Wealth Planning & Relationships

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in San Jose, CA seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions. You will build deep client relationships, leverage digital tools, and collaborate with partners to meet clients' evolving needs.

The role emphasizes fiduciary responsibility, market understanding, and proactive guidance to help clients manage wealth across generations, with a strong focus on service excellence and integrity.

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