J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas
On-site · San Ramon, California, United States or Walnut Creek, California, United States
Job Summary
Private Client Advisor role within Chase Wealth Management focusing on building a book of business and delivering personalized investment solutions for individuals and families. Responsibilities emphasize relationship management, client acquisition, and coaching clients on technology and channels to monitor investments, with compliance and fiduciary responsibilities in a regulated banking environment. Requires active Series 7 and Series 66 licenses (or obtained within 60 days), and Life/Health/Long-Term Care Insurance licenses (or obtained within 60 days). Preferred CFP certification and Bachelor's degree.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
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