Talent.com
JPMorgan Chase
J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CAJPMorgan Chase • Modesto, CA, United States
J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CA

J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CA

JPMorgan Chase • Modesto, CA, United States
Hace 21 horas
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Private Client Advisor

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

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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.

Crear una alerta de empleo para esta búsqueda

J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CA • Modesto, CA, United States

Ofertas similares

Client Relationship Consultant 1 (Banker) - Turlock, CA (32hrs)

U.S. BankTurlock, CA, United States
A tiempo completo

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Mostrar más

 • Oferta promocionada

Travel Physical Therapist (PT) - $1,632 per week in Turlock, CA

AlliedTravelCareersTurlock, CA, US
1632,00 US$ semanal
A tiempo completo

AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapist (PT) in Turlock, California, 95380!.Travel Rehab: Physical Therapy Turlock.Shift Details: 8H Days (12:... Mostrar más

 • Oferta promocionada

Management Trainee

Enterprise HoldingsModesto, CA, United States
A tiempo completo

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Mostrar más

 • Oferta promocionada

J.P. Morgan Wealth Management Private Client Advisor - Modesto, Stockton and Lodi, CA

JPMorgan ChaseModesto, CA, 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

Travel Occupational Therapist (OT) in Turlock, CA

AlliedTravelCareersTurlock, CA, US
A tiempo completo

Competitive weekly pay (inquire for details) .Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for th... Mostrar más

 • Oferta promocionada

Associate Business Manager, Own Brands

DaymonModesto, CA, United States
A tiempo completo

At our Company, we grow People, Brands, and Businesses! We are seeking an Entry level position in Business Management, this role receives guidance and direct supervision from more senior level BM.M... Mostrar más

 • Oferta promocionada

Sales Associate

Ace HardwareEscalon, CA, United States
A tiempo completo

We are seeking outgoing, friendly, and helpful team members to welcome and assist customers.Previous hardware experience is a plus but not a requirement as we provide extensive training.At Strand A... Mostrar más

 • Oferta promocionada

Career Services Specialist

Digital NESTModesto, CA, United States
A tiempo completo

Full Time: 100% FTE, 40 hours per week.Benefits Overview: Medical, vision, dental and life insurance, vacation and sick time off, paid federal holidays, and retirement plan (See full job descriptio... Mostrar más

 • Oferta promocionada

Client Relationship Manager

Alphabe InsightModesto, CA, United States
A tiempo completo

At Hype Tier, we specialize in crafting unforgettable experiences that bring brands to life.We partner with clients across various industries to design, plan, and execute events that inspire, conne... Mostrar más

 • Oferta promocionada

Travel Physical Therapist (PT) - $1,535 to $1,805 per week in Newman, CA

AlliedTravelCareersNewman, CA, US
1535,00 US$ semanal
A tiempo completo

AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapist (PT) in Newman, California, 95360!.Centra Healthcare Solutions is seeking a Physical Therapist... Mostrar más

 • Oferta promocionada

Commercial Relationship Manager I-III

FFB BankModesto, CA, United States
A tiempo completo

Commercial Relationship Manager I-III (CRM).Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals thr... Mostrar más

 • Oferta promocionada

Associate Business Manager, Own Brands

Advantage Unified CommerceModesto, CA, United States
A tiempo completo

At our Company, we grow People, Brands, and Businesses! We are seeking an Entry level position in Business Management, this role receives guidance and direct supervision from more senior level BM.M... Mostrar más

 • Oferta promocionada

Client Relationship Manager

Alphabe Insight IncModesto, CA, United States
A tiempo completo

Company DescriptionAbout UsAt Hype Tier, we specialize in crafting unforgettable experiences that bring brands to life.We partner with clients across various industries to design, plan, and execute... Mostrar más

 • Oferta promocionada

J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CA

ChaseModesto, CA, 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 • Nueva oferta

Travel Physical Therapist (PT) - $1,726 to $2,031 per week in Turlock, CA

AlliedTravelCareersTurlock, CA, US
1726,00 US$–2031,00 US$ semanal
A tiempo completo

AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapist (PT) in Turlock, California, 95382!.Centra Healthcare Solutions is seeking a Physical Therapis... Mostrar más

 • Oferta promocionada

Work-From-Home Product Advisor - $45 per hour

Great LionPatterson, California
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Client Relationship Sales Specialist

Domus Building ProductsModesto, CA, United States
A tiempo completo

Residential or Commercial Sales Estimator- Door, Window, Moulding & hardware Sales MONTHLY Commission Opportunities! Begins after new-hire period, profit sharing % that increases with length of... Mostrar más

 • Oferta promocionada

J.P. Morgan Wealth Management Private Client Advisor - Turlock and Modesto, CA

JPMorgan ChaseModesto, CA, 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

Travel Physical Therapist (PT) - $1,880 to $2,080 per week in Turlock, CA

AlliedTravelCareersTurlock, CA, US
1880,00 US$–2080,00 US$ semanal
A tiempo completo +1

AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Turlock, California, 95382!.Looking for a change of scenery and a chance to help others? ... Mostrar más

 • Oferta promocionada

Travel Physical Therapist (PT) in Turlock, CA

AlliedTravelCareersTurlock, CA, US
10,00 US$ por hora
A tiempo completo

Concentric Healthcare Staffing.Competitive weekly pay (inquire for details).AlliedTravelCareers is working with Concentric Healthcare Staffing to find a qualified Physical Therapist (PT) in Turlock... Mostrar más