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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.
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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. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
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Demonstrate a deep understanding of financial markets and sound business judgement. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
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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.
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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.
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At least 2 years in a Financial Advisor role or equivalent financial services experience. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary San Diego, CA $66,576.00; Santee,CA $66,576.00; Bonita,CA $66,567.00; Imperial Beach,CA $66,576.00; Coronado,CA $66,576.00; El Cajon,CA $66,576.00; Alpine,CA $66,576.00; Chula Vista,CA $66,576.00.
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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.
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JPMS, CIA and JPMorgan Chase Bank,. 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.
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Are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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.
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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.
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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. 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.
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Certified Financial Planning (CFP) certification is preferred. This will be done with a consistent focus on relationship management, not portfolio management. Provide a holistic view of clients' needs and financial coaching beyond investments.
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For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
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A valid and active Series 7. Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. 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.
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Job responsibilities Provide a holistic view of clients needs and financial coaching beyond investments Focus on relationship management not portfolio management relying on leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients Demonstrate an advanced understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
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business job Title: advisor Company: Jpmorgan Chase
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