J.P. Morgan Wealth Management – Private Client Advisor – North San Jose, CA

Job Overview

At J.P. Morgan Chase, we are enthusiastic about helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while staying committed to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will represent our brand, interact with clients, and offer the best investment solutions to meet their financial needs. You will provide comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth, offering an exceptional investor experience by providing advised solutions and Chase partner referrals to deepen client relationships.

• Champion and support your teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills, with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

• 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.
• A valid and active Series 66 (or 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.

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

We offer a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.