J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)
On-site · San Francisco, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions and financial planning to individuals and families, leveraging leadership, relationship-building, and technology to help clients monitor and manage their investments. The role emphasizes client relationships, guidance on financial markets, integrity, education of clients on digital channels, and collaboration with partners to deepen client engagement. Bilingual Mandarin/Cantonese is preferred; a Bachelor’s degree is preferred; licensure includes Series 7, Series 66 (or 63/65 within 60 days), and Life/Health/Long Term Care Insurance licenses. Locations noted: San Francisco, CA, United States.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bilingual Chinese Mandarin/Cantonese (preferred)
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