JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Chino Valley, CA (area)
JPMorganChase, Chino Hills, California, United States, 91709
J.P. Morgan Wealth Management – Private Client Advisor – Chino Valley, CA (Bilingual in English and Mandarin preferred)
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.
Location & Compensation Chino Valley, CA – $70,320.00/yr – $70,320.00/yr (base salary).
Job 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 by relying on leadership and relationship‑building skills; focus on relationship management, not portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Demonstrate a passion for educating clients on the technology and channels available to them to better 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.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals‑based planning and advice.
A valid and active Series 7 license.
A valid and active Series 66 (or 63/65) license, or must be obtained within 60 days of starting in the role.
A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting in the role.
Compliance with the Federal Deposit Insurance Act (review of criminal conviction history).
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.
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 based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility, including comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer/Disability/Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction.
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Location & Compensation Chino Valley, CA – $70,320.00/yr – $70,320.00/yr (base salary).
Job 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 by relying on leadership and relationship‑building skills; focus on relationship management, not portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Demonstrate a passion for educating clients on the technology and channels available to them to better 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.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals‑based planning and advice.
A valid and active Series 7 license.
A valid and active Series 66 (or 63/65) license, or must be obtained within 60 days of starting in the role.
A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting in the role.
Compliance with the Federal Deposit Insurance Act (review of criminal conviction history).
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.
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 based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility, including comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer/Disability/Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction.
#J-18808-Ljbffr