JPMC
J.P. Morgan’s Wealth Management is seeking a Personal Advisor to grow its new remote advice channel, providing financial guidance to a broader range of clients. In this role, you will partner with clients to create custom financial plans, match them with investment portfolios, and offer ongoing advice through video or phone appointments. The position supports a full book of clients within a full-time office environment while maintaining a focus on work-life balance and diversity.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.