Wealth Advisor: Digital-first, Relationship-Driven
testing site jpmcSan Jose (CA)
Wealth Advisor: Digital-first, Relationship-Driven
Posted 8 days ago
testing site jpmcSan Jose (CA)
SENIORITY
Senior
About the role
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.
You'll build a book of business, deliver personalized investment solutions, and leverage digital tools to help clients monitor and manage their investments. The role requires active securities licenses and insurance credentials, with a strong emphasis on integrity and client relationships.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.