JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Pittsboro, NC
JPMorganChase, Pittsboro, North Carolina, United States, 27312
Overview
J.P. Morgan Wealth Management – Private Client Advisor - Pittsboro, NC Job Description: At J.P. Morgan Chase, we focus on helping clients, taking care of employees, building relationships, and delivering excellent customer service with a strong commitment to diversity and inclusion. Using a broad investment product and leadership platform along with 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity
Build a book of business and deliver personalized investment solutions through relationship-building and relationship management (not portfolio management)
Demonstrate a deep understanding of financial markets and sound business judgment
Demonstrate unwavering integrity and do right by clients at every opportunity
Educate clients on the technology and channels available to monitor, maintain, and manage investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients be 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, nurturing 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 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
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 adviser, 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 focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve their financial needs.
We offer a competitive total rewards package including base salary based on role, experience, skill set and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, retirement savings, and other programs. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees as required by law.
About The Team: Consumer & Community Banking and J.P. Morgan Wealth Management serve clients across financial needs, from self-directed investing to full-service advisor relationships. We encourage diverse talent at every level to deliver exceptional service and solutions.
#J-18808-Ljbffr
J.P. Morgan Wealth Management – Private Client Advisor - Pittsboro, NC Job Description: At J.P. Morgan Chase, we focus on helping clients, taking care of employees, building relationships, and delivering excellent customer service with a strong commitment to diversity and inclusion. Using a broad investment product and leadership platform along with 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity
Build a book of business and deliver personalized investment solutions through relationship-building and relationship management (not portfolio management)
Demonstrate a deep understanding of financial markets and sound business judgment
Demonstrate unwavering integrity and do right by clients at every opportunity
Educate clients on the technology and channels available to monitor, maintain, and manage investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients be 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, nurturing 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 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
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 adviser, 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 focused on helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve their financial needs.
We offer a competitive total rewards package including base salary based on role, experience, skill set and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, retirement savings, and other programs. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants and employees as required by law.
About The Team: Consumer & Community Banking and J.P. Morgan Wealth Management serve clients across financial needs, from self-directed investing to full-service advisor relationships. We encourage diverse talent at every level to deliver exceptional service and solutions.
#J-18808-Ljbffr