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Senior Private Client Wealth Relationship Manager

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 127500 - 172500 USD Yearly USD 127500.00 172500.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships and deliver bespoke financial planning and wealth management guidance.

You will build a durable new business book, collaborate across teams, and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 63/65) are required or must be obtained within 150 days of hire.

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Position Requirements
10+ Years work experience
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