J.P. Morgan Wealth Management - Private Client Advisor - Uniontown, Ohio
Mcknights
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 license. A valid and active Series 66 (or 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: The following statements are for informational purposes only and depict the nature of the products offered.
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Additional benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information on requesting an accommodation, visit the FAQs section. #J-18808-Ljbffr Mcknights- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
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$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY role at J.P. Morgan Chase. Base pay range: $66,360.00/yr - $66,360.00/yr. We are enthusiastic about helping...Private clientFull time- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
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- J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion... ...trillion. J.P. Morgan Private Bank has been helping... .... With Private Bank advisors in 110 offices in 25 states... ...Private Bank provides clients with a global...Private clientLocal area
$28.85 - $39.9 per hour
Role Overview As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your responsibilities include managing operational requests...Private clientHourly pay- ...investment solutions to your clients by relying on leadership and relationship... ...focus on relationship management, not portfolio management... ...least 2 years in a Financial Advisor role or equivalent financial services... ...Employer/Disability/Veterans #J-18808-Ljbffr AumniPrivate client
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$157k - $285k
Within JPMorgan Wealth Management , the WM Banking Product Team... ...and delivers a client‑first banking product... ...Bank (CCB) and the U.S. Private Bank (USPB) , this role... ...Owner designs advisor and client journeys that... ...Product Owner within J.P. Morgan Wealth Management, you...Bank staffWork at officeVisa sponsorship- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY 1 day ago Be among... ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships...Full time
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