J.P. Morgan Wealth Management National Branch Personal Advisor
5 days ago
If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.As a Personal Advisor, in . Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by . Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients. Job responsibilities:- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals- Convert high quality leads into new clients and help to maintain those relationships- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach- Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.Required qualifications, capabilities, and skills:• A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment• This role requires you to be licensed in all statesPreferred qualifications, capabilities, and skills:• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning• Bachelor’s degree preferred• CFP preferred
-
Tempe, United States Chase Full timePersonal AdvisorIf you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner...
-
Tempe, United States Arizona Staffing Full timePersonal AdvisorIf you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner...
-
Tempe, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Market Director of Wealth – Tempe, AZ 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...
-
J.P. Morgan Wealth Management
2 hours ago
Tempe, United States JPMorgan Chase Full timeLending SpecialistThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and...
-
J.P. Morgan Wealth Management
4 weeks ago
Tempe, United States Arizona Staffing Full timeMarket Director Of WealthAt 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
4 weeks ago
Tempe, United States Arizona Staffing Full timeVice President, Real Time ManagementThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management Business, J.P. Morgan Advisors, Personal Advisors and Self-Directed our digital investing platform. The combined business has ~$600 billion in Assets...
-
J.P. Morgan Wealth Management
4 weeks ago
Tempe, United States JPMorgan Chase Full timeThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management Business, J.P. Morgan Advisors, Personal Advisors and Self-Directed our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
3 days ago
Tempe, United States Chase Full timeNew Client Investment SpecialistAt J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will spend your day providing an...
-
J.P. Morgan Wealth Management
4 days ago
Tempe, Arizona, United States JPMorgan Chase Full timeThe Workforce Management team at J.P. Morgan Wealth Management plays a vital role in ensuring our contact centers run efficiently and deliver exceptional service. By partnering with local management and leveraging real-time data, the team optimizes staffing, manages schedules, and supports process improvements to meet business needs and client expectations....
-
J.P. Morgan Wealth Management
2 weeks ago
Tempe, Arizona, United States JPMorgan Chase Full time $90,000 - $120,000 per yearThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a variety of...
