JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Fremont, CA and Surroun
JPMorgan Chase, Milpitas, California, United States, 95035
Overview
At J.P. Morgan Chase, we are committed to helping clients, caring for our employees, building relationships, and delivering extraordinary customer service with a strong emphasis on diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will represent our brand and interact with 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. You will support a wide range of clients, from those just starting to save to those with significant wealth, providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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 clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management (not portfolio management).
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity and a commitment to doing right by clients at every opportunity.
Educate clients on the technology and channels available to 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 license.
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.
Regulatory and product notices FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on JPMorganChase\'s review of criminal conviction history, including pretrial diversions or program entries.
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. 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.
Company information and benefits Chase is a leading financial services firm, helping nearly half of America\'s households and small businesses achieve their financial goals. We offer a competitive total rewards package including base salary, potential commissions and incentives, and a range of benefits such as comprehensive health care coverage, retirement savings plans, and employee support programs. Details about total compensation and benefits are provided during the hiring process.
Equal opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes and we provide reasonable accommodations for religious practices, beliefs, and disabilities. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from those just starting to save to those with significant wealth, providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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 clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management (not portfolio management).
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity and a commitment to doing right by clients at every opportunity.
Educate clients on the technology and channels available to 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 license.
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.
Regulatory and product notices FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on JPMorganChase\'s review of criminal conviction history, including pretrial diversions or program entries.
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. 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.
Company information and benefits Chase is a leading financial services firm, helping nearly half of America\'s households and small businesses achieve their financial goals. We offer a competitive total rewards package including base salary, potential commissions and incentives, and a range of benefits such as comprehensive health care coverage, retirement savings plans, and employee support programs. Details about total compensation and benefits are provided during the hiring process.
Equal opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes and we provide reasonable accommodations for religious practices, beliefs, and disabilities. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr