JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - South San Diego Market,
JPMorganChase, San Diego, California, United States, 92189
Overview
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J.P. Morgan Wealth Management – Private Client Advisor - South San Diego Market, CA
role at
JPMorganChase .
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 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.
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
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Educate 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
Qualifications
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
Licenses and Regulatory
Federal Deposit Insurance Act: This position is subject to Section 19 of the FDIA; employment offer contingent on review of criminal history
Preferred Qualifications
Certified Financial Planning (CFP) certification is preferred
Bachelor’s degree preferred
Investment and Insurance Disclosures
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. Annuities are made available through Chase Insurance Agency, Inc. (CIA). 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.
About Us Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. We offer a competitive total rewards package including base salary, potential commissions or discretionary incentive compensation, and a range of benefits based on eligibility. Details about total compensation and benefits will be provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and 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 Equal Opportunity Employer/Disability/Veterans
We recognize that our people are our strength and we are committed to fostering growth and mobility internally to deliver exceptional service and solutions.
About The Team Consumer & Community Banking division serves Chase customers with a broad range of financial services and supports the Wealth Management offering, including self-directed and automated investing as well as full-service advisory relationships.
#J-18808-Ljbffr
J.P. Morgan Wealth Management – Private Client Advisor - South San Diego Market, CA
role at
JPMorganChase .
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 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.
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
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Educate 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
Qualifications
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
Licenses and Regulatory
Federal Deposit Insurance Act: This position is subject to Section 19 of the FDIA; employment offer contingent on review of criminal history
Preferred Qualifications
Certified Financial Planning (CFP) certification is preferred
Bachelor’s degree preferred
Investment and Insurance Disclosures
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. Annuities are made available through Chase Insurance Agency, Inc. (CIA). 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.
About Us Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. We offer a competitive total rewards package including base salary, potential commissions or discretionary incentive compensation, and a range of benefits based on eligibility. Details about total compensation and benefits will be provided during the hiring process.
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and 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 Equal Opportunity Employer/Disability/Veterans
We recognize that our people are our strength and we are committed to fostering growth and mobility internally to deliver exceptional service and solutions.
About The Team Consumer & Community Banking division serves Chase customers with a broad range of financial services and supports the Wealth Management offering, including self-directed and automated investing as well as full-service advisory relationships.
#J-18808-Ljbffr