Client advisor • frisco tx
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Answering telephone, taking messages and answering routine questions.Maintaining vacation schedule and master schedule of whereabouts for staff.Maintaining master copies of organizational policy an...Show more
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...Show more
Answering telephone, taking messages and answering routine questions.Maintaining vacation schedule and master schedule of whereabouts for staff.Maintaining master copies of organizational policy an...Show more
The average salary range is between $ 46,802 and $ 126,169 year , with the average salary hovering around $ 62,436 year .
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:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
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.
