J.p. morgan wealth management - private client advisor - orlando, fl
Company: Jpmorgan Chase & Co
Location: Orlando
Posted on: April 19, 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 Our
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.
Keywords: Jpmorgan Chase & Co, Pine Hills , J.p. morgan wealth management - private client advisor - orlando, fl, Executive , Orlando, Florida
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