Talent.com
JPMorgan Chase & Co.
J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NVJPMorgan Chase & Co. • Henderson, NV, United States
J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NV

J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NV

JPMorgan Chase & Co. • Henderson, NV, United States
30+ days ago
Job type
  • Full-time
Job description
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
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.
Create a job alert for this search

J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NV • Henderson, NV, United States

Similar jobs

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, NV (Eastern and Warm Springs)

ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

PWM Private Wealth AdvisorJob Id2025-0010720LocationLas Vegas, NV, United StatesPosting Start

US BankLas Vegas, NV, United States
Full-time

Private Wealth Management (PWM) Private Wealth Advisor.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 enabl... Show more

 • Promoted

Wealth Management Advisor- NV-Green Valley Henderson

U.S. BancorpHenderson, NV, United States
Full-time

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.The WMA is responsible for facilitating the delivery... Show more

 • Promoted

Wealth Management Advisor- NV-Green Valley Henderson

U.S. BankHenderson, NV, United States
Full-time

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... Show more

 • Promoted

Client Development Executive (Cox Business)

Cox CommunicationsParadise, NV, US
Full-time

Client Development Executive (Cox Business).Sales is about connecting with people - but there's a lot of strategy behind turning a cold call into a successful deal.We're looking for someone with th... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, NV (Eastern and Warm Springs)

JPMorgan ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - North Las Vegas, NV

JPMorgan ChaseNorth Las Vegas, NV, United States
Full-time

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... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, NV

JPMorgan ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

Licensed Marriage and Family Therapist (LMFT)

HeadwayLas Vegas, NV, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, Nevada (Bilingual in English and

ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BancorpLas Vegas, NV, United States
Full-time

Private Wealth Management (PWM) Private Wealth Advisor.Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals aroun... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BankLas Vegas, NV, United States
Full-time

Private Wealth Management (PWM) Private Wealth Advisor.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 enabl... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, Nevada (Bilingual in English and

JPMorgan ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: Nevada Market

Bank of AmericaHenderson, NV, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

 • Promoted

Licensed Marriage and Family Therapist (Virtual)

HeadwayNorth Las Vegas, Nevada, US
Full-time

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist —... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Henderson, NV

ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Henderson, NV

JPMorgan ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - North Las Vegas, NV

ChaseNorth Las Vegas, NV, United States
Full-time

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... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Las Vegas, NV

ChaseLas Vegas, NV, United States
Full-time

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... Show more

 • Promoted

Licensed Marriage and Family Therapist

HeadwayLas Vegas, NV, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more