J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas
On-site · Millbrae, California, United States
Job Summary
J.P. Morgan Chase Wealth Management seeks a Private Client Advisor in Millbrae, CA to build a book of business and deliver personalized investment solutions for individuals and families. You will engage clients with financial planning, leverage leadership and relationship-building to provide holistic financial coaching beyond investments, educate clients on digital channels, and collaborate with partners to deepen client relationships. The role requires practical knowledge of financial markets, integrity in client service, and the ability to navigate various investment products while supporting clients’ digital and channel preferences. Licenses required or to be obtained within 60 days include Series 7, Series 66, and Life/Health/LTC insurance; CFP certification is preferred and a Bachelor's degree is preferred. The position emphasizes relationship management, client acquisition, goals-based planning, and delivering an excellent investor experience across Chase Wealth Management.
Required Qualifications
- 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
- Preferred: Certified Financial Planner (CFP®) certification
- Bachelor’s degree preferred
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