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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. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
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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. 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. Additional details about total compensation and benefits will be provided during the hiring process.
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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. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
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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. Certified Financial Planning (CFP®) certification is preferred.
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CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. This will be done with a consistent focus on relationship management, not portfolio management. 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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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. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
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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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