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

J.P. Morgan Wealth Management – Private Client Advisor - Reno and Sparks, NV

JPMorgan Chase & Co. • Sparks, 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 - Reno and Sparks, NV • Sparks, NV, United States

Similar jobs

Licensed Marriage and Family Therapist (LMFT)

HeadwaySparks, 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

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data AnnotationDayton, Nevada
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Your Gift, Their Family – Surrogates Needed with High Compensatione

Shining Light BabyReno, NV, US
Full-time

Surrogacy allows you to make a lasting impact in someone’s life while earning meaningful financial support for your own family.Whether you stay home with your children or work outside the home, sur... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionDayton, NV, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Cashier - Meadowood S/C

JC PenneyReno, NV, United States
Full-time

As a Cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as Omnichannel, recovery and invento... Show more

 • Promoted

SALES ASSOCIATE in DAYTON, NV S14469

Dollar GeneralDayton, NV, United States
Full-time

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, distribu... Show more

 • Promoted

Cashier

KrogerDayton, NV, United States
Part-time

Create an outstanding customer experience through exceptional service.Establish and maintain a safe and clean environment that encourages our customers to return.Demonstrate the company's core valu... Show more

 • Promoted

Retail Merchandiser - Carson City, NV

L&R DistributorsDayton, NV, United States
Full-time +1

L&R is the largest distributor and the 6th largest purchaser of cosmetics in the United States.We now distribute over 40,000 items (cosmetics, toys, school supplies, hosiery, hair accessories, OTC,... Show more

 • Promoted

Remote Corporate Development Associate - AI Trainer ($50-$60 per hour)

Data AnnotationDayton, Nevada
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausDayton, NV, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Flex Merchandiser

DrivelineDayton, NV, United States
Full-time

Retail Merchandisers Needed! Earn $13 / hour - Flexible Hours and Workdays Make Your Own Schedule! This is a flexible, variable hour position with hours that depend on business and project needs.C... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyValley, NV, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Information Technology Professional

US NavyDayton, NV, US
Full-time

Information Technology Professional (IT/CTN/IS).Information Systems Technicians, Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and secure by oper... Show more

 • Promoted

Partner Sales Executive

Global PaymentsReno, NV, United States
Full-time

Global Payments (Fortune 500 fintech leader) is hiring Outside Sales Executives to maintain bank and credit union partnerships and bring modern POS + payments solutions (Genius) to business clients... Show more

 • Promoted

Healthcare Credentialing & Provider Relations Specialist

Reno-Sparks Indian ColonyReno, NV, USA
$30.36 hourly
Full-time
Quick Apply

Join the Reno-Sparks Indian Colony as a Full-Time Healthcare Credentialing & Provider Relations Specialist and leverage your skills to make a meaningful impact in the community.This onsite posi... Show more

Board Member

Sierra Executive Solutions IncReno, NV, United States
Part-time

NOTE: The Board Member selected must have residence in Northern Nevada; if you are not local to Northern Nevada, you won't be contacted for an interview - local professionals are the only viable ca... Show more

 • Promoted

Orthodontic Assistant for Orthodontic Partners

Bluetree Practice ServicesReno, Nevada, United States, 89509
Full-time
Quick Apply

Creating Smiles, join our Orthodontic Team!.Orthodontic Partners in Reno, NV.Full-Time Orthodontic Assistant.For years, our providers have proudly delivered high-quality orthodontic care to the Ren... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausDayton, NV, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Mortgage Advisor

United Federal Credit UnionReno, NV, United States
Full-time

The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their real estate financing needs and genera... Show more

 • Promoted

Financial Solutions Advisor - Reno Area

Bank of AmericaReno, NV, United States
Full-time

Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible G... Show more