JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clar
JPMorganChase, Los Angeles, California, United States, 90079
Overview
J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clarita (area) Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor 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 with a focus on relationship management Demonstrate a deep understanding of financial markets and sound business judgment Exhibit integrity and do right by 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 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 Proven success in client acquisition, cultivation and retention, and collaboration 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 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 OBLIGATION OF JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL 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 and CIA are affiliated with JPMorgan Chase & Co. About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals. 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 incentive compensation, and a range of benefits. Equal Opportunity Employer/Disability/Veterans. We value diversity and inclusion and do not discriminate on protected attributes. We provide accommodations for applicants and employees as needed. About The Team
Consumer & Community Banking delivers a wide range of financial services including personal banking, credit cards, mortgages, auto financing, and investment advice. J.P. Morgan Wealth Management serves clients across financial needs, from self-directed investing to full-service advisor relationships.
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J.P. Morgan Wealth Management – Private Client Advisor - Northridge / Santa Clarita (area) Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor 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 with a focus on relationship management Demonstrate a deep understanding of financial markets and sound business judgment Exhibit integrity and do right by 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 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 Proven success in client acquisition, cultivation and retention, and collaboration 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 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 OBLIGATION OF JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL 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 and CIA are affiliated with JPMorgan Chase & Co. About Us
Chase is a leading financial services firm focused on helping households and small businesses achieve their financial goals. 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 incentive compensation, and a range of benefits. Equal Opportunity Employer/Disability/Veterans. We value diversity and inclusion and do not discriminate on protected attributes. We provide accommodations for applicants and employees as needed. About The Team
Consumer & Community Banking delivers a wide range of financial services including personal banking, credit cards, mortgages, auto financing, and investment advice. J.P. Morgan Wealth Management serves clients across financial needs, from self-directed investing to full-service advisor relationships.
#J-18808-Ljbffr