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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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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience.
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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.
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We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. 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.
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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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Certified Financial Planning (CFP®) certification is preferred. 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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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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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. Provide a holistic view of clients' needs and financial coaching beyond investments.
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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.
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You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Demonstrate a deep understanding of financial markets and sound business judgement.
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Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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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. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
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This will be done with a consistent focus on relationship management, not portfolio management. 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. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. Additional details about total compensation and benefits will be provided during the hiring process.
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You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer.
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client services financial mental health jobs Title: advisor Company: Jpmorgan Chase
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