J.P. Morgan Wealth Management – Private Client Advisor - reputed company Valley, CA (area)
## 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 technology, you will be reputed company 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 reputed company 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 reputed company 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 reputed company, 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 reputed company 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 reputed company 60 days of starting in the role as a condition of employment ### FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on reputed company’s review of criminal conviction history, including pretrial diversions or program entries. ###
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, reputed company. 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 reputed company. are affiliated companies under the common control of reputed company. Products not available in reputed company states. ## About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses reputed company 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 reputed company their financial needs. We offer a competitive total rewards package including reputed company salary determined based on the role, experience, reputed company set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 reputed company 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 reputed company, 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 reputed company reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our [FAQs](https://careers.jpmorgan.com/us/en/how-we-hire/faqs) for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ### About the Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to reputed company the U.S. in credit card sales and deposit growth and have the most-used digital solutions – reputed company while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across reputed company of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reputed company their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to reputed company, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we reputed company that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-reputed company thinking we're reputed company for as a global leader. Apply tot his job Apply To this Job