Talent.com
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 ChaseTurlock, CA, US
30+ days 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
  • Preferred Qualifications, Capabilities, and Skills

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

    Wealth Management • Turlock, CA, US

    Related jobs
    • Promoted
    Physician (MD / DO) - Family Practice - $285,000 to $300,000 per year in Turlock, CA

    Physician (MD / DO) - Family Practice - $285,000 to $300,000 per year in Turlock, CA

    LocumJobsOnlineTurlock, CA, US
    Full-time +2
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice MD in Turlock, California, 95382!.This position is in an excellent area where major cities, wineries, national parks, ...Show moreLast updated: 30+ days ago
    • Promoted
    Family Practice

    Family Practice

    The Inline GroupTurlock, California, US
    Full-time
    Family Practice physician job in California : The Inline Group -.Hours : 40 hrs : Shifts based on location.Compensation : $235,000 $268,000 based on experience- $20,000 Sign-on Bonus.Benefits : - Med...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Waterford, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Waterford, CA

    LifeStance HealthWaterford, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    MAS Medical StaffingLos Banos, CA, US
    Full-time
    MAS Medical Staffing is seeking a travel Physical Therapist for a travel job in Los Banos, California.Job Description & Requirements. Licensed Physical Therapist, Los Banos, California| Up ...Show moreLast updated: 18 days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Modesto, Stockton and Lodi, CA

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

    JPMorgan ChaseSalida, CA, US
    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 moreLast updated: 30+ days ago
    • Promoted
    Westamerica Bank - Wealth Advisor

    Westamerica Bank - Wealth Advisor

    LPL FinancialSalida, CA, US
    Full-time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Westamerica Bank invites you to joi...Show moreLast updated: 27 days ago
    • Promoted
    Physician Assistant (PA) - Family Practice in Los Banos, CA

    Physician Assistant (PA) - Family Practice in Los Banos, CA

    LocumJobsOnlineLos Banos, CA, US
    Full-time
    LocumJobsOnline is working with The Inline Group to find a qualified Family Practice PA in Los Banos, California, 93635!. Golden Valley Health Centers -.Hours : 40 hrs : Shifts based on location.New G...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Prime Time Healthcare TherapyLos Banos, CA, US
    Full-time
    Prime Time Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Los Banos, California.Job Description & Requirements.Show moreLast updated: 1 day ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    ADN HealthcareLos Banos, CA, US
    Permanent
    ADN Healthcare is seeking a travel Physical Therapist for a travel job in Los Banos, California.Job Description & Requirements. ADN Healthcare has thousands of contract and direct hire positions...Show moreLast updated: 18 days ago
    • Promoted
    Travel Physical Therapist (PT) - $963 per week in Turlock, CA

    Travel Physical Therapist (PT) - $963 per week in Turlock, CA

    AlliedTravelCareersTurlock, CA, US
    Full-time
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Physical Therapist (PT) in Turlock, California, 95382!. Paid Weekly 13-week contract for PT in Turlock, CA, ASAP st...Show moreLast updated: 19 days ago
    • Promoted
    Physician Assistant (PA) - Family Practice in Dos Palos, CA

    Physician Assistant (PA) - Family Practice in Dos Palos, CA

    LocumJobsOnlineDos Palos, CA, US
    Full-time
    LocumJobsOnline is working with The Inline Group to find a qualified Family Practice PA in Dos Palos, California, 93620!. Golden Valley Health Centers -.Hours : 40 hrs : Shifts based on location.New G...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL FinancialEmpire, CA, US
    Full-time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join...Show moreLast updated: 30+ days ago
    • Promoted
    Physician (MD / DO) - Family Practice in Turlock, CA

    Physician (MD / DO) - Family Practice in Turlock, CA

    LocumJobsOnlineTurlock, CA, US
    Full-time +1
    LocumJobsOnline is working with The Inline Group to find a qualified Family Practice MD in Turlock, California, 95380!.Golden Valley Health Centers -. Hours : 40 hrs : Shifts based on location.New Gra...Show moreLast updated: 30+ days ago
    • Promoted
    Physician (MD / DO) - Family Practice - $285,000 to $310,000 per year in Turlock, CA

    Physician (MD / DO) - Family Practice - $285,000 to $310,000 per year in Turlock, CA

    LocumJobsOnlineTurlock, CA, US
    Full-time
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice MD in Turlock, California, 95382!.Come practice in an attractive community in northern California.It is a college town...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Travel Physical Therapist (PT) in Los Banos, CA

    Travel Physical Therapist (PT) in Los Banos, CA

    AlliedTravelCareersLos Banos, CA, US
    Full-time
    AlliedTravelCareers is working with Aequor to find a qualified Physical Therapist (PT) in Los Banos, California, 93635!.With Aequor, you can enjoy the freedom to advance your career and travel the ...Show moreLast updated: 20 hours ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Synergy Medical StaffingLos Banos, CA, US
    Permanent
    Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Los Banos, California.Job Description & Requirements. Location : Los Banos, California.Shift : 5x8 Days, 08 : 00 : 0...Show moreLast updated: 18 days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationTracy, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Family Practice

    Family Practice

    CompHealthTurlock, California, US
    Full-time
    Family Practice physician job in California : Come practice in an attractive community in northern California.It is a college town that is home to one of the most diverse populations in the state.C...Show moreLast updated: 30+ days ago