J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA and Surrounding Areas
On-site · San Francisco, California, United States
Job Summary
Private Client Advisor within Chase Wealth Management in San Francisco, CA. Build a book of business and deliver personalized investment solutions, leveraging leadership and relationship-building to provide comprehensive financial planning and advice to individuals and families. Engage clients with in-depth understanding of financial markets, promote an investor experience through digital channels, and collaborate with partners to deepen client relationships while upholding integrity and client-centric service. Emphasizes goals-based planning, cutting-edge digital tools, and holistic client coaching beyond investments; requires active Series 7 and Series 66 licenses and Life/Health/LTC licenses (or obtain within 60 days).
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
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