J.P. Morgan Wealth Management Private Client Advisor
10 hours ago
Private Client Advisor 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 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.
-
Mount Gilead, United States Chase Full timePrivate 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...
-
Mount Gilead, United States Chase Full timePrivate Client Advisor 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...
-
Senior Trust and Wealth Advisor
7 hours ago
Mt Prospect, United States Trust Bank Full timeDescription: Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our clients expectations and be a part of Growing Prosperity Together. JOB TITLE: SENIOR TRUST & WEALTH ADVISOR...
-
Client Service Associate
8 hours ago
Mt Pleasant, United States Apollon Wealth Management, LLC Full timeClient Service Associate Reports to: SVP of Custodial Operations Status: Exempt We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...
-
Client Service Associate
3 hours ago
Mt Pleasant, United States Apollon Wealth Management, LLC Full timeClient Service Associate Reports to: SVP of Custodial Operations Status: Exempt We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...
-
Client Service Associate
2 hours ago
Mt. Pleasant, United States Apollon Wealth Management, LLC Full timeClient Service Associate Reports to: SVP of Custodial Operations Status: Exempt We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...
-
Sr Manager, Wealth Advisor
11 hours ago
Park County, MT, United States Charles Schwab Full timeHere, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations . Manager, Wealth Advisor within Schwab Wealth...
-
Project Manager, Transitions
8 hours ago
Mt Pleasant, United States Apollon Wealth Management, LLC Full timeProject Manager, Transitions The Project Manager, Transitions is responsible for driving the end-to-end transition project plan for new advisors and firms joining Apollon Wealth Management. This role ensures consistent execution of onboarding timelines, internal deliverables, cross-functional coordination, and risk management from transition kick-off through...
-
Project Manager, Transitions
59 minutes ago
Mt Pleasant, United States Apollon Wealth Management, LLC Full timeProject Manager, Transitions The Project Manager, Transitions is responsible for driving the end-to-end transition project plan for new advisors and firms joining Apollon Wealth Management. This role ensures consistent execution of onboarding timelines, internal deliverables, cross-functional coordination, and risk management from transition kick-off through...
-
Project Manager, Transitions
2 hours ago
Mt. Pleasant, United States Apollon Wealth Management, LLC Full timeProject Manager, Transitions The Project Manager, Transitions is responsible for driving the end-to-end transition project plan for new advisors and firms joining Apollon Wealth Management. This role ensures consistent execution of onboarding timelines, internal deliverables, cross-functional coordination, and risk management from transition kick-off through...
