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

J.P. Morgan Wealth Management Private Client Advisor - Glendale, CA

JPMorgan Chase • Glendale, CA, United States
19 hours ago
Job type
  • Full-time
Job description

Private Client Advisor In Chase Wealth Management

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

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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

Preferred Qualifications, Capabilities, and Skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

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.

Create a job alert for this search

J.P. Morgan Wealth Management Private Client Advisor - Glendale, CA • Glendale, CA, United States

Similar jobs

Financial Advisor - Logix Federal Credit Union

LPL FinancialBurbank, CA, United States
Full-time

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Logix Federal Credit Union in Burbank, CA would allow... Show more

 • Promoted

Wealth Management Associate

Morgan StanleySanta Monica, CA, United States
Full-time

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.As senior members of the ser... Show more

 • Promoted

Relationship Manager

Consultative Search GroupLa Canada Flintridge, CA, United States
Full-time

Headquartered in California, our client is a top performing financial institution with an exclusive focus on the U.With a strong foundation, and enterprising spirit and a commitment to absolute int... Show more

 • Promoted

Senior Account Manager - Personal Lines Insurance

Marsh & McLennanVan Nuys, CA, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 9,000 of the industry's brightest talent drive our efforts to d... Show more

 • Promoted

Membership Sales Consultant

Gold's GymNorth Hollywood, CA, United States
Full-time

Fitness Consultant Opportunity At Gold's Gym SoCal.Gold's Gym SoCal and its affiliated clubs are growing fast and looking for an hourly Fitness Consultant to help us provide world-class service to ... Show more

 • Promoted

Financial Advisor

Northwestern MutualLong Beach, CA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Negotiator, Strategy & Investment

Publicis Groupe Holdings B.VBurbank, CA, United States
Full-time

Negotiator, Strategy And Investment.Zenith is a full-service media agency with capabilities and expertise across all channels and disciplines.Zenith is part of Publicis Media, the #1 media buying n... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce90014 Los Angeles, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Development AssociateSylmar, California, United States

Discovery CubeSylmar, CA, United States
Full-time

Come join the fun and make a difference with Discovery Cube! For over 25 years, we've been inspiring kids and educators alike with our hands-on science education initiatives and interactive exhibit... Show more

 • Promoted

Senior Wealth Advisor, Los Angeles, CA

M&T BankLos Angeles, CA, United States
Full-time

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the d... Show more

 • Promoted

Relationship Manager - VP to SVP level - All Locations

American Business BankLong Beach, CA, United States
Full-time

Makes and services all types of business and individual loans and lines of credit, both secured and unsecured.Calls on potential or existing customers to develop new business and increase or retain... Show more

 • Promoted

Care Partner- PM

Cogir Senior LivingPalos Verdes Peninsula, CA, United States
Full-time

Cogir Senior Living, based in Scottsdale, Arizona, proudly oversees a network of senior living communities spanning 11 states nationwide.As a trusted leader in senior housing, we are dedicated to g... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Glendale, CA

JPMorgan ChaseGlendale, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Branch Teller- (Anticipating Openings PT 30hrs) -

Logix Federal Credit UnionBurbank, CA, United States
Full-time

The Branch Teller I is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions.Knowledgeably addressing membe... Show more

 • Promoted

Associate Account Manager - Management Liability Insurance

Marsh & McLennanVan Nuys, CA, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 9,000 of the industry's brightest talent drive our efforts to d... Show more

 • Promoted

Private Wealth Advisor

Blue TrustLos Angeles, CA, United States
Full-time

The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve.Provides leadership, direction, and acco... Show more

 • Promoted

Community Consultant

AvalonBay CommunitiesBurbank, CA, United States
Full-time

Creating a better way to live is the purpose that binds AvalonBay associates.At AvalonBay, every day is an opportunity to make a difference in someone's life.Whether it's helping someone choose one... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLong Beach, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Associate Account Manager - Personal Lines

Marsh McLennanVan Nuys, CA, United States
Full-time

Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and TV insurance, employee health & benefits insurance, and private client insurance solut... Show more

 • Promoted

Financial Advisor - Greater Los Angeles and Surrounding area

Thrivent Financial for LutheransBurbank, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more