[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · Walnut Creek, CA # J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas Walnut Creek, CA, United States Executive & Management Listed on JPMorganChase’s official careers site. Posted September 25, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210679304) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / J.P. Morgan Wealth Management – Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas ## Job description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities 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. This will be done with a consistent focus on relationship management, not portfolio management - Demonstrate a deep understanding of financial markets and sound business judgement 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 Required qualifications, capabilities, and skills 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 (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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred - Bachelor’s degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. ### INVESTMENT AND INSURANCE PRODUCTS ARE - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. ## At a glance - Posted by the employer: Sep 25, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 20, 2026 - Listed for: 102 days - Location: Walnut Creek, CA, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210679304) ## More jobs at JPMorganChase ### [Associate Banker, 30 Hours, Diablo Hills Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/0086ee036e4bb47f4aef/) Walnut Creek, CA, United States ### [JPMorgan Private Client Relationship Manager – Walnut Creek, CA](https://jobs.opennash.com/companies/jpmorganchase/jobs/838464992c49861365d0/) Walnut Creek, CA, United States ### [Senior Home Lending Advisor - Walnut Creek CA](https://jobs.opennash.com/companies/jpmorganchase/jobs/dff780c23b60d8dffa3d/) Walnut Creek, CA, United States ### [U.S. Private Bank - Private Banker - Vice President or Executive Director](https://jobs.opennash.com/companies/jpmorganchase/jobs/cb815ed16b296a0b7cfc/) Walnut Creek, CA, United States ### [Business Relationship Manager I - Officer](https://jobs.opennash.com/companies/jpmorganchase/jobs/9650b9816f256d01bbe6/) Walnut Creek, CA, United States ## Similar jobs at other companies ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/f9b8581e0714e76bf774/) Goldman Sachs Group · Houston, United States ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/e5b4b923e2e15a0f4eed/) Goldman Sachs Group · Baltimore, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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