J.P. Morgan Wealth Management – Private Client Advisor - South San Jose, CA
On-site · San Jose, California, United States
San Jose, California, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management focused on building a book of business and delivering personalized investment solutions. Responsibilities include relationship management, educating clients on digital channels, leveraging leadership and partnership referrals, and providing holistic financial coaching beyond investments. Requires investment-knowledge leadership, integrity, client acquisition success, and applicable securities licenses. Location: San Jose, CA (on-site).
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
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