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, . OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . 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, . are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states
Travel Registered Nurse - Med/Surg - $1,950 to $2,150 per week in Highlands Ranch, CO
TravelNurseSource is working with Titan Medical Group to find a qualified Med/Surg RN in Highlands Ranch, Colorado, 80126!. Highlands Ranch, CO, United States. Titan Medical is looking for travelers to fill a Travel Med Surg position for a 13 week assignment in Highlands Ranch, CO! Call Titan for ad...
Travel Registered Nurse - Med/Surg - $1,950 to $2,150 per week in Highlands Ranch, CO
Highlands Ranch, CO, United States. Titan Medical is looking for travelers to fill a Travel Med Surg position for a 13 week assignment in Highlands Ranch, CO! Call Titan for additional details. ...
Travel Nurse RN - Med/Surg - $1,950 to $2,150 per week in Highlands Ranch, CO
TravelNurseSource is working with Titan Medical Group to find a qualified Med/Surg RN in Highlands Ranch, Colorado, 80126!. Highlands Ranch, CO, United States. Titan Medical is looking for travelers to fill a Travel Med Surg position for a 13 week assignment in Highlands Ranch, CO! Call Titan for ad...
Travel CT Tech - $1,810 to $2,181 per week in Highlands Ranch, CO
Client in Highlands Ranch, CO is looking for a Computed Tomography Technician to help them out for 13 weeks. Start your medical travel career with Fusion Medical Staffing and gain access to competitive pay packages, comprehensive benefits, corporate discounts and perks, a clinical team to support yo...
Travel CT Tech - $2,592 per week in Highlands Ranch, CO
Travel nursing in Highlands Ranch, CO. Privately owned and operated, since 2002 Trustaff has specialized in matching skilled professionals with high-paying travel nursing jobs at the best facilities across the country as one of the most well-respected travel healthcare agencies. Employee discounts, ...
Travel CT Tech - $2,170 per week in Highlands Ranch, CO
AlliedTravelCareers is working with Triage Staffing LLC to find a qualified CT Tech in Highlands Ranch, Colorado, 80126!. Travel Radiology: Imaging Highlands Ranch. Location: Highlands Ranch. So if that gig near the ocean is really no day at the beach, or that third shift comes with a second...
J.P. Morgan Wealth Management - Private Client Advisor - Southern Colorado
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 ...
Travel CT Tech - $2,403 to $2,603 per week in Highlands Ranch, CO
AlliedTravelCareers is working with Titan Medical Group to find a qualified CT Tech in Highlands Ranch, Colorado, 80126!. Highlands Ranch, CO, United States. Titan Medical is looking for travelers to fill a Travel CT Technologist position for a 13 week assignment in Highlands Ranch, CO! Call Titan f...
Wealth Management Advisor - Denver, CO
Business Development, Client Relationship Management, Communication, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. The Weal...
Community Associate-CO, Highlands Ranch - Shea Ctr
You also need to be: * A good communicator, with the ability to build strong professional relationships and empathize with people’s needs (Ideally 1+ years of customer service experience) * Happy taking ownership of problems and finding ways to solve them * Positive, en...