J.p. morgan wealth management - private client advisor - bellaire, east liverpool - ohio
Company: Jpmorgan Chase & Co
Location: Bellaire
Posted on: April 18, 2024
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Job Description:
JOB DESCRIPTION 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. - 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.This will be done with a consistent 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 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 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 based on the role,
experience, skill set, and location.For those in eligible roles,
discretionary incentive compensation which may be awarded in
recognition of individual achievements and contributions.We also
offer a range of benefits and programs to meet employee needs,
based on eligibility.These benefits include comprehensive health
care coverage, on-site health and wellness centers, a retirement
savings plan, backup childcare, tuition reimbursement, mental
health support, financial coaching and more.Additional details
about total compensation and benefits will be provided during the
hiring process.We recognize that our people are our strength and
the diverse talents they bring to our global workforce are directly
linked to our success.We are an equal opportunity employer and
place a high value on diversity and inclusion at our company.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.Visit our - FAQs -for
more information about requesting an accommodation.Equal
Opportunity Employer/Disability/Veterans 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.As
part of the Consumer Bank, J.P.Morgan Wealth Management is
committed to serving clients across all of their financial needs,
with offerings ranging from self-directed and automated investing
to full-service advisor relationships. - The combined business has
-$400 billion in assets under management and -4,000 advisors who
work out of 3,500 branches and 21 offices. - We work directly with
clients every day to help them reach their goals, whether they're
focused on opportunities in the near future or larger aspirations
down the line.But our long-term investment philosophy doesn't just
apply to assets; it applies to our team, too.We're fostering and
promoting diverse talent at every level to ensure you feel
represented here, no matter who you are or where you come from. - -
As a business, we believe that fostering growth and mobility
internally empowers us to deliver the exceptional service, custom
solutions, and out-of-the-box thinking we're known for as a global
leader.
Keywords: Jpmorgan Chase & Co, Penn Hills , J.p. morgan wealth management - private client advisor - bellaire, east liverpool - ohio, Executive , Bellaire, Pennsylvania
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