JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Bloomfield Hills, MI an
JPMorganChase, Bloomfield Hills, Michigan, United States, 48302
Overview
J.P. Morgan Wealth Management – Private Client Advisor – Bloomfield Hills, MI and Surrounding Areas. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience through advised solutions and Chase partner referrals to deepen client relationships. Responsibilities
Champion and support your teammates’ success and the bank’s goals, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to clients, with a focus on relationship management rather than portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit integrity and do right by clients at every opportunity Educate clients on available technology and channels to monitor, maintain, and manage 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 to 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 Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners Commitment to goals-based planning and advice A valid and active Series 7 license A valid and active Series 66 (63/65) license or must obtain within 60 days of starting A valid and active Life, Health and Long Term Care Insurance license or must obtain within 60 days of starting 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, member of FINRA and SIPC. 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. About Us
Chase is a leading financial services firm, helping nearly half of America’s 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 our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Equal Opportunity Employer
We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes; we also make reasonable accommodations for applicants’ and employees’ religious practices, mental health, or disability needs. Visit our FAQs for information about requesting an accommodation. 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. The Wealth Management group provides a spectrum from self-directed investing to full-service advisor relationships.
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J.P. Morgan Wealth Management – Private Client Advisor – Bloomfield Hills, MI and Surrounding Areas. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience through advised solutions and Chase partner referrals to deepen client relationships. Responsibilities
Champion and support your teammates’ success and the bank’s goals, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to clients, with a focus on relationship management rather than portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit integrity and do right by clients at every opportunity Educate clients on available technology and channels to monitor, maintain, and manage 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 to 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 Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners Commitment to goals-based planning and advice A valid and active Series 7 license A valid and active Series 66 (63/65) license or must obtain within 60 days of starting A valid and active Life, Health and Long Term Care Insurance license or must obtain within 60 days of starting 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, member of FINRA and SIPC. 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. About Us
Chase is a leading financial services firm, helping nearly half of America’s 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 our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. Equal Opportunity Employer
We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes; we also make reasonable accommodations for applicants’ and employees’ religious practices, mental health, or disability needs. Visit our FAQs for information about requesting an accommodation. 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. The Wealth Management group provides a spectrum from self-directed investing to full-service advisor relationships.
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