J.P. Morgan Wealth Management - Private Client Advisor - Southeast, MI and Surrounding areas
Company: JPMorgan Chase & Co
Location: Canton
Posted on: April 23, 2024
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Job Description:
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. 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, Pontiac , J.P. Morgan Wealth Management - Private Client Advisor - Southeast, MI and Surrounding areas, Executive , Canton, Michigan
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