[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 · San Francisco, CA # J.P. Morgan Advisors - Wealth Planner - San Francisco, CA San Francisco, CA, United States Consulting Listed on JPMorganChase’s official careers site. Posted October 1, 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/210745107) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / J.P. Morgan Advisors - Wealth Planner - San Francisco, CA ## Job description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs. As a Wealth Planner within J.P. Morgan Advisors, you will work in close partnership with Financial Advisors to build financial strategies and plans that align with clients’ unique goals and personal values. The ideal candidate has a strong understanding of building financial strategies and plans that aligns with clients’ unique goals and personal values. ### Job Responsibilities Effectively build strong trust with clients through client profiling and an empathetic connection and proactively identify and delivery appropriate solutions that address the needs of our clients Create, lead and implement the strategy to effectively uncover client’s ideal financial goals. - Support the overall business development strategy as it relates to goals-based planning - Gather in-depth information to create financial plan through a holistic approach, Utilizing the client's financial data to create possible solutions to meet goals - Establish strong relationships with the client's financial team of advisors (Centers of Influence) - Schedule and prepare for client meetings, lead client meetings by offering recommendations and presenting the goals based financial plan Proactively review client plans and make appropriate changes on a regular basis and identify new opportunities. - Identify changes to the plan and confirm agreement with clients Onboard clients with the firm’s financial planning software and tools and utilize these tools effectively to monitor and adjust financial plans Required qualifications, capabilities, and skills: 5 plus years’ experience in Financial Services industry FINRA Series 7 and 66 licenses required - Bachelor's degree required Certified Financial Planner designation required - Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment - Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint and Excel 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. ## At a glance - Posted by the employer: Oct 1, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 20, 2026 - Listed for: 102 days - Location: San Francisco, CA, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210745107) ## More jobs at JPMorganChase ### [U.S. Private Bank - Private Banker - Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/581adf607f17d9df5aab/) San Francisco, CA, United States ### [Asset Management - Commercial Real Estate Acquisitions (West Coast Region) - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/d252254a78ee839dec09/) San Francisco, CA, United States ### [Associate Banker - Healthcare Services- Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/badf71b050588bfc4ccb/) San Francisco, CA, United States ### [Associate Banker, 30 Hours, Financial District San Francisco, CA Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/501d06efd92fc9a02144/) San Francisco, CA, United States ### [Associate Banker, 30 Hours, Peninsula North Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/257f01e9c4d9bfb61a02/) San Francisco, CA, United States ## Similar jobs at other companies ### [Wealth Planner](https://jobs.opennash.com/companies/huntington-bank/jobs/1892df627748af4428c6/) Huntington Bank · Pittsburgh, PA ### [Wealth Planner](https://jobs.opennash.com/companies/huntington-bank/jobs/24362e86c59e191b5657/) Huntington Bank · Cincinnati, OH Indianapolis, IN ### [Wealth Advisors Operations Specialist II](https://jobs.opennash.com/companies/cullen-frost-bankers/jobs/bee6efa4e79720b9f3a0/) Cullen/Frost Bankers · San Antonio, TX - Downtown ### [Private Wealth Management Senior Wealth Planner](https://jobs.opennash.com/companies/us-bancorp/jobs/f4a178ca460bfce8d928/) US Bancorp · Seattle, WA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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