J.P. Morgan Wealth Management
4 weeks ago
Private Client AdvisorAt 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 ResponsibilitiesChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversityBuild 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 managementDemonstrate a deep understanding of financial markets and sound business judgementExhibit unwavering integrity that points toward doing right by clients at every opportunityDemonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investmentsProvide a holistic view of clients' needs and financial coaching beyond investmentsEmbrace digital innovations to help clients become more digitally confident and bank when, where, and how they wantRequired Qualifications, Capabilities, and SkillsAt least 2 years in a Financial Advisor role or equivalent financial services experienceDemonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partnersDemonstrated ability and commitment to goals-based planning and adviceA valid and active Series 7A 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 employmentA 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 employmentPreferred Qualifications, Capabilities, and SkillsCertified Financial Planning (CFP) certification is preferredBachelor's degree preferredThis position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.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.
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J.P. Morgan Wealth Management
1 week ago
Orange, California, United States JPMorganChase Full time $80,000 - $120,000 per yearJOB 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,...
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Orange, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Private Client Advisor - Orange and Anaheim, CAJoin to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Orange and Anaheim, CA role at JPMorganChaseJ.P. Morgan Wealth Management – Private Client Advisor - Orange and Anaheim, CA2 weeks ago Be among the first 25 applicantsJoin to apply for the J.P....
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J.P. Morgan Wealth Management
3 weeks ago
Orange, United States JPMorganChase Full timeAt 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...
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Orange, United States Empower Full time $128,600Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Los Angeles area region at Empower summary: The Senior Private Wealth Advisor, Practice Lead provides tailored financial advice and relationship management to high-net-worth clients, focusing on long-term asset growth and retention. This role leads a client service team to deliver a...
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