J.P. Morgan Wealth Management – Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)
On-site · San Francisco, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivering holistic financial planning and investment-solutions guidance to individuals and families. Build and manage client relationships, educate clients on technology-enabled channels, and collaborate with partners to provide personalized investment solutions while upholding integrity and guidance aligned with clients’ goals. Requires active Series 7 and Series 66 (or equivalent) licenses and Life/Health/LTC insurance licenses (or obtaining them within 60 days); CFP preferred and a Bachelor’s degree preferred.
Required Qualifications
- Series 7 license
- Series 66 license or to be obtained within 60 days
- Life, Health and Long Term Care Insurance license or to be obtained within 60 days
- Bachelor’s degree preferred
- CFP certification preferred
- 2+ years in a Financial Advisor role or equivalent financial services experience
Desired Qualifications
- CFP certification preferred
- Bachelor’s degree preferred
- Active Series 7 license
- Active Series 66 license or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license required or must be obtained within 60 days
- At least 2 years in a Financial Advisor role or equivalent financial services experience
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