JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL
JPMorganChase, Naples, Florida, United States, 33939
Overview
J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships, using a broad investment product and thought leadership platform along with cutting-edge digital technology. Responsibilities
Champion and support your teammates’ success and the goals of the bank, 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 judgment. Maintain unwavering integrity and act in the best interest of clients at every opportunity. Educate clients on technology and channels 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. Proven success in client acquisition, relationship management, and collaboration with key partners. Commitment to goals-based planning and advisory services. Active Series 7 license. Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment. Active Life, Health and Long Term Care Insurance license 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 preferred. Bachelor’s degree preferred. Investment And Insurance Products Are
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR 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, doing business as Chase Insurance Agency Services, Inc. in Florida. 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 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. We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, with benefits such as comprehensive health care coverage, retirement savings, and more. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and we provide reasonable accommodations for applicants and employees with religious practices or mental/physical disabilities. Visit our FAQs for more information about requesting an accommodation. 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, small business loans and payment processing. We lead in several areas of the market and prioritize customer satisfaction. Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales
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J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships, using a broad investment product and thought leadership platform along with cutting-edge digital technology. Responsibilities
Champion and support your teammates’ success and the goals of the bank, 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 judgment. Maintain unwavering integrity and act in the best interest of clients at every opportunity. Educate clients on technology and channels 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. Proven success in client acquisition, relationship management, and collaboration with key partners. Commitment to goals-based planning and advisory services. Active Series 7 license. Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment. Active Life, Health and Long Term Care Insurance license 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 preferred. Bachelor’s degree preferred. Investment And Insurance Products Are
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR 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, doing business as Chase Insurance Agency Services, Inc. in Florida. 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 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. We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, with benefits such as comprehensive health care coverage, retirement savings, and more. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and we provide reasonable accommodations for applicants and employees with religious practices or mental/physical disabilities. Visit our FAQs for more information about requesting an accommodation. 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, small business loans and payment processing. We lead in several areas of the market and prioritize customer satisfaction. Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales
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