JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL
JPMorganChase, Miami, Florida, us, 33222
Overview
J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL Position at JPMorganChase. The role involves helping clients, delivering extraordinary customer service, and representing the brand with a focus on diversity and inclusion. You will offer comprehensive financial planning and investment solutions to individuals and families, supporting clients from those starting to save to those with significant wealth. 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 with a 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 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 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 integration 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 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 Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP) certification is preferred Bachelor’s degree preferred Investment And Insurance Products
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 JPMorgan Chase & Co. 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. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commissions/bonuses, and comprehensive benefits. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on any protected attribute and provide reasonable accommodations for applicants and employees. Equal Opportunity Employer/Disability/Veterans About The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services including personal banking, credit cards, mortgages, auto financing, investment advice, and more.
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J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL Position at JPMorganChase. The role involves helping clients, delivering extraordinary customer service, and representing the brand with a focus on diversity and inclusion. You will offer comprehensive financial planning and investment solutions to individuals and families, supporting clients from those starting to save to those with significant wealth. 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 with a 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 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 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 integration 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 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 Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP) certification is preferred Bachelor’s degree preferred Investment And Insurance Products
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 JPMorgan Chase & Co. 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. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commissions/bonuses, and comprehensive benefits. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on any protected attribute and provide reasonable accommodations for applicants and employees. Equal Opportunity Employer/Disability/Veterans About The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services including personal banking, credit cards, mortgages, auto financing, investment advice, and more.
#J-18808-Ljbffr