JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Laredo, TX
JPMorganChase, Laredo, Texas, United States, 78045
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J.P. Morgan Wealth Management – Private Client Advisor - Laredo, TX
role at
JPMorganChase .
3 days ago Be among the first 25 applicants
Job Description At J.P. Morgan Chase we are passionate about helping clients, caring for our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting‑edge 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, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job Responsibilities
Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than 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 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 required or must be obtained within 60 days of starting in the role.
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 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), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals with a broad range of products. We create engaged, lifelong relationships, placing our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to meet all financial needs.
Benefits and Compensation We offer a competitive total rewards package including a base salary determined by role, experience, skill set and location, with optional commission‑based pay and discretionary incentive compensation. Benefits include health coverage, on‑site wellness centers, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute. Reasonable accommodations are provided for religious practices and disabilities. Visit our FAQs for more information about requesting an accommodation.
Referrals increase your chances of interviewing at JPMorganChase by 2x.
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J.P. Morgan Wealth Management – Private Client Advisor - Laredo, TX
role at
JPMorganChase .
3 days ago Be among the first 25 applicants
Job Description At J.P. Morgan Chase we are passionate about helping clients, caring for our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting‑edge 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, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job Responsibilities
Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than 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 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 required or must be obtained within 60 days of starting in the role.
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 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), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals with a broad range of products. We create engaged, lifelong relationships, placing our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to meet all financial needs.
Benefits and Compensation We offer a competitive total rewards package including a base salary determined by role, experience, skill set and location, with optional commission‑based pay and discretionary incentive compensation. Benefits include health coverage, on‑site wellness centers, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute. Reasonable accommodations are provided for religious practices and disabilities. Visit our FAQs for more information about requesting an accommodation.
Referrals increase your chances of interviewing at JPMorganChase by 2x.
#J-18808-Ljbffr