Talent.com
JPMorgan Chase & Co.
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English andJPMorgan Chase & Co. • Tempe, AZ, United States
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and

J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and

JPMorgan Chase & Co. • Tempe, AZ, United States
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo
At . 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
  • Bilingual in English and Mandarin required
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.
Crear una alerta de empleo para esta búsqueda

J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) • Tempe, AZ, United States

Ofertas similares

Relationship Advisor II- Global Fund Banking

First Citizens BankPhoenix, AZ, United States
A tiempo completo

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office.Together, Silicon Valley Bank and First Citizens offer you the stren... Mostrar más

 • Oferta promocionada

A Calling Like No Other

U.S. Marine CorpsCasa Blanca, AZ, US
A tiempo completo

Those who put others before themselves.Who can rise up in the face of danger.This country we call home has been our haven of safety for 250 years.And it's up to us to keep it that way.There's a goo... Mostrar más

 • Oferta promocionada

Dental Hygienist

US NavyMaricopa, AZ, US
A tiempo completo

Navy is currently offering a new, limited-time pilot program to join as a Hospital Corpsman specializing in Dental Hygiene (HM/DH).This exclusive initiative provides a fast-track to advancement wit... Mostrar más

 • Oferta promocionada

Private Wealth Advisor - FineMark

Commerce BankScottsdale, AZ, United States
A tiempo completo

Investment Management Position.FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.We pr... Mostrar más

 • Oferta promocionada

Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)

Portage Point PartnersPhoenix, AZ, United States
Temporal

Managing Director, IB // Consumer, Beauty & Wellness M&A.At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being r... Mostrar más

 • Oferta promocionada

J.P. Morgan Wealth Management - Private Client Investment Associate - Scottsdale, AZ

JPMorgan Chase Bank, N.A.Scottsdale, AZ, United States
A tiempo completo

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 commitmen... Mostrar más

 • Oferta promocionada

Business Development Manager

Slice Merchant ServicesMaricopa, AZ, US
A tiempo completo

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Mostrar más

 • Oferta promocionada

Pediatric Dentist

Pacific Dental ServicesMaricopa, AZ, United States
A tiempo completo

Now is the time to join Maricopa Kids' Dentists and Orthodontics.You will have opportunities to learn new skills from our team of experienced professionals.If you're ready to take your career to th... Mostrar más

 • Oferta promocionada

Drive with Lyft - Earn on Your Own Schedule

LyftBapchule, AZ, United States
A tiempo completo +1

Get a maximum of $400 in bonuses in Phoenix.Earn $100 for every 10 rides in 7 days (limit 4).Lyft is a flexible earning opportunity and a platform that connects drivers with individuals that need r... Mostrar más

 • Oferta promocionada

Associate Wealth Advisor

Raymond James FinancialScottsdale, AZ, United States
A tiempo completo

Our team is driven by a personal approach to wealth management for each client.As our team grows, we are seeking an Associate Wealth Advisor who shares our long-term vision and values.The ideal can... Mostrar más

 • Oferta promocionada

Family Practice - Without OB Physician

CommonSpirit HealthMaricopa, AZ, US
A tiempo completo

Job Summary and Responsibilities.As our Family Medicine Core Faculty Physician you will deliver exceptional primary care within our rural/underserved track for Creighton East Valley Family Medicine... Mostrar más

 • Oferta promocionada

Managing Director, Major Gifts

ConfidentialDeer Valley, AZ, United States
A tiempo completo

Managing Director, Major Gifts.Pioneering organization advancing the Technion-Israel Institute of Technology.Consulting & Professional Services.Charitable Organizations & Foundations.The Company is... Mostrar más

 • Oferta promocionada

Complex Director, Ameriprise Financial Advisors - Desert Complex

Ameriprise FinancialPhoenix, AZ, United States
A tiempo completo

The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.P&L, implementing sound strategy and growth through advisor and client acquisition, retentio... Mostrar más

 • Oferta promocionada

Drive with DoorDash - Be Your Own Boss

DoorDashMARICOPA, AZ, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Mostrar más

 • Oferta promocionada

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ

The Goldman Sachs Group, Inc.Scottsdale, AZ, United States
A tiempo completo

Private Wealth Management (PWM).Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as wel... Mostrar más

 • Oferta promocionada

Wealth Advisor

TIAAPhoenix, AZ, United States
A tiempo completo

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial la... Mostrar más

 • Oferta promocionada

Centralized Financial Advisor

Desert Financial Credit UnionPhoenix, AZ, United States
A tiempo completo

The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment.Operating f... Mostrar más

 • Oferta promocionada

US Global | Chinese Services Group | Project Management Senior Consultant

DeloitteTempe, AZ, United States
A tiempo completo

Project Management Senior Consultant.Deloitte US Chinese Services Group (CSG) Project Management Senior Consultant (L45) About US CSG Established in 2003, the US Deloitte Chinese Services Group (C... Mostrar más

 • Oferta promocionada

SMS Treasury Management Advisor I

Western Alliance BancorporationPhoenix, AZ, United States
A tiempo completo

SMS Treasury Management Advisor I.As a Specialty Mortgage Service Treasury Management (TM) Advisor you'll be responsible at the divisional level for the development of new Treasury Management busin... Mostrar más

 • Oferta promocionada

Sales Development Representative - Mandarin Speaking (remote)

Crimson EducationPhoenix, AZ, United States
Teletrabajo
A tiempo completo

Want to revolutionize the future of education and do meaningful work that transforms future generations' lives?EdTech company Crimson Education was founded in 2013 from the idea that through person... Mostrar más