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JPMC
The Private Client Advisor at Chase Wealth Management provides comprehensive financial planning and investment advice to individuals and families, ranging from new savers to high-net-worth clients. This role focuses on building and managing a book of business through relationship management, client education, and leveraging digital innovations to deliver personalized investment solutions. The advisor acts as a trusted partner, offering holistic financial coaching and deepening client relationships through advised solutions and bank referrals.
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.
Right around the average for this role