J.P. Morgan Wealth Management

2 weeks ago

Brooklyn, United States JPMorgan Chase Full time $62,400
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 AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Brooklyn, NY $62,400.00 - $62,400.00

  • J.P. Morgan Wealth Management

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $25 - $35

    JOB 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...

  • J.P. Morgan Wealth Management

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $25 - $35

    JOB 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...

  • Private Client Advisor

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $62,400

    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...

  • Private Client Advisor

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $62,400

    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...

  • Business Analyst- Portfolio and Performance Analysis

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $88,350 - $130,000

    JOB DESCRIPTION If you want to make valuable contributions to your team and expand your career and skills in Wealth Management and business operations in the financial operations world, then Portfolio & Performance Analysis within JP Morgan Chase has a great opportunity for you. In JP Morgan Wealth Management you’ll be part of the Portfolio Analysis...

  • Business Analyst- Portfolio and Performance Analysis

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $88,350 - $130,000

    JOB DESCRIPTION If you want to make valuable contributions to your team and expand your career and skills in Wealth Management and business operations in the financial operations world, then Portfolio & Performance Analysis within JP Morgan Chase has a great opportunity for you. In JP Morgan Wealth Management you’ll be part of the Portfolio Analysis...

  • Performance Analyst

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $121,000 - $136,500

    JOB DESCRIPTION DESCRIPTION: Duties: Drive a broad spectrum of fixed income performance measurement and attribution calculations, and create reporting across regional offices. Provide risk and return analysis to portfolio managers and investment specialists across variety of fixed income strategies such as long/short duration, mortgages, high yield,...

  • Performance Analyst

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $121,000 - $136,500

    JOB DESCRIPTION DESCRIPTION: Duties: Drive a broad spectrum of fixed income performance measurement and attribution calculations, and create reporting across regional offices. Provide risk and return analysis to portfolio managers and investment specialists across variety of fixed income strategies such as long/short duration, mortgages, high yield,...

  • Alternative Investments Support Associate

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $79,800 - $110,000

    JOB DESCRIPTION Apply today for a unique opportunity to work in a fast-paced environment within a high performing, dynamic team! As an Trading Services Associate in Trading Services Operations, you will provide back-office support to the product team through a comprehensive knowledge base and a constant strive for innovation. You will be...

  • Alternative Investments Support Associate

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $79,800 - $110,000

    JOB DESCRIPTION Apply today for a unique opportunity to work in a fast-paced environment within a high performing, dynamic team! As an Trading Services Associate in Trading Services Operations, you will provide back-office support to the product team through a comprehensive knowledge base and a constant strive for innovation. You will be...

  • Corporate Development

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $118,750 - $187,500

    Join us on our mission to reimagine business payments by partnering with the latest and greatest Fintechs As a Vice President in the Corporate Development & Partnerships-Payments team at J.P. Morgan Payments, you will be leading the charge in transforming the payments industry. Your role will involve identifying and capitalizing on unique opportunities to...

  • Corporate Development

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $118,750 - $187,500

    Join us on our mission to reimagine business payments by partnering with the latest and greatest Fintechs As a Vice President in the Corporate Development & Partnerships-Payments team at J.P. Morgan Payments, you will be leading the charge in transforming the payments industry. Your role will involve identifying and capitalizing on unique opportunities to...

  • Safety Management Specialist

    2 days ago

    Brooklyn, Connecticut, United States Morgan Truck Body Full time

    Join Morgan Truck Body LLC, the largest truck body builder in North America, as a Safety Management Specialist. We are proud to celebrate our 70th year of innovative design and quality construction. We offer a comprehensive benefits package including Medical, Dental, Vision, and Life insurance, a 401(k) Savings Plan with Company Match, Tuition Reimbursement,...

  • Securities Services

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $66,500 - $97,000

    Join the team that is driving the talent attraction for one of the world's most innovative banks. Your principle responsibility is to support a team of professionals in the delivery of fund accounting, transfer agency and financial reporting services to Private Equity fund administration clients. In this role you will be involved in day-to-day client...

  • Securities Services

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $66,500 - $97,000

    Join the team that is driving the talent attraction for one of the world's most innovative banks. Your principle responsibility is to support a team of professionals in the delivery of fund accounting, transfer agency and financial reporting services to Private Equity fund administration clients. In this role you will be involved in day-to-day client...

  • Private Equity Fund Admin

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $76,000 - $135,000

    Posting Description J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the...

  • Private Equity Fund Admin

    2 weeks ago

    Brooklyn, United States JPMorgan Chase Full time $76,000 - $135,000

    Posting Description J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the...

  • Global Finance and Business Management

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $58,900 - $95,000

    JOB DESCRIPTION Join our Commercial and Investment Bank (CIB) Treasury Team as a high-performing Analyst responsible for the reporting and analysis of Advanced and Standardized Basel III Risk Weighted Assets (RWA) across the CIB. This role offers the opportunity to engage in projects supporting the CIB RWA and Capital team, including new firm initiatives,...

  • Global Finance and Business Management

    2 weeks ago

    Brooklyn, United States JPMorganChase Full time $58,900 - $95,000

    JOB DESCRIPTION Join our Commercial and Investment Bank (CIB) Treasury Team as a high-performing Analyst responsible for the reporting and analysis of Advanced and Standardized Basel III Risk Weighted Assets (RWA) across the CIB. This role offers the opportunity to engage in projects supporting the CIB RWA and Capital team, including new firm initiatives,...

  • Manufacturing Quality Assurance Specialist

    4 weeks ago

    Brooklyn, Connecticut, United States Morgan Truck Body Full time

    Quality Control Inspector - 2nd ShiftLocation: Plainfield, CTAbout the Role:The Quality Control Inspector will be responsible for ensuring that units are manufactured to sales agreement and Morgan's engineering drawings, standards, and specifications.Insp ect and ensure all units are manufactured to sales agreement.Inspect and ensure all units are...