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 part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers 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. In this role, you are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilitiesTeamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.
Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement.
You will rely on your leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.
Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers.
You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
What you will receive : Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.
J.P. Morgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
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 INVESTEDInvestment 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.
J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CO (Denver West)
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer ser...
J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CO (Green Mountain)
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 ...
Wealth Advisor - CA CO TX
A company is looking for a Wealth Advisor in Lewisville TX or Remote in CO, CA. Key Responsibilities:Conduct phone-based discovery process with prospective clientsPrepare and analyze prospect proposals with Sr. ...
Client Service Associate (Denver)
This salary range is specific to the State of Colorado and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. Oppe...
Sales Agronomist for Turf & Ornamental with a focus on Vegetation Management, Nursery-Greenhouse, Lawn Care Operations, and Forestry (Denver, CO)
Wilbur-Ellis is seeking a motivated and experienced Turf and Ornamental Sales Agronomist responsible for developing and maintaining accounts and attracting new customers within the LCO (Lawn Care Operations), VM (Vegetation Management), NGH (Nursery-Greenhouse) and Forestry markets. Join us and grow...
U.S. Private Bank - Private Banker - Vice President or Executive Director
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Experience with and in-depth knowledge of the equity and fixed income markets and altern...
Senior Care Sales & Community Ambassador -Broomfield CO
Builds and maintains community, client and caregiver relationships and leverages those relationships to increase referral volume, extend length of services/added hours, caregiver retention and expand market share in the community we serve. Perform all phases of consultative sales process, including ...
J.P. Morgan Wealth Management - Vice President, Regional Support Lead - Mountain Region
Job responsibilities * Leads and tracks regional focus on Deposit and Investment growth plans across markets, while identifying opportunities to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within ...
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held busi...
Automotive Tire and Service Advisor - Aurora, CO
Drive sales and profitability for the store location by selling tires and recommended automotive services by communicating benefits and product features appropriately. Perform a variety of manual tasks for extended periods of time, which may include light and heavy lifting, including consumer tires ...