J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, Maryland
JPMorganChase
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. 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 the firm's 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 the firm's 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, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED 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. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase- J.P. Morgan Chase in Columbia, MD seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will work with clients across wealth ranges, applying market knowledge and...Private client
- JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals... ...Series 66, Life/Health/LTC). CFP preferred; Bachelor’s degree preferred. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build and manage a book of business, leverage leadership and relationships with partners...Private client
- ...Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial... ...and families within Chase Wealth Management. You will build trusted client relationships... ...client engagement and investment oversight. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- Beacon Pointe Advisors in Columbia, MD seeks a Wealth Advisor to manage relationships with high-net-worth individuals and business... ...solutions, maintaining superior client service and retention. The ideal... ...in Finance) and holds an RIA license. #J-18808-Ljbffr Beacon PointeSuggested
- A private wealth firm in Columbia, Maryland is seeking a Junior Wealth Advisor to support client relationships and financial planning. The role requires... ...services or wealth management. Responsibilities include preparing... ...plus an incentive bonus. #J-18808-Ljbffr MOHR Talent
$176k - $315k
...operational leadership, client managers and Business Class... ...municipalities, private entities, distinct... ..., United States-Maryland-Baltimore, United... ...-District of Columbia-Washington DC, United... ...United States-Virginia-Glen Allen, United... ...States-Illinois-Ch #J-18808-Ljbffr HDRPrivate clientFull timeContract workTemporary workPart timeWork at officeLocal area- Withum is seeking a Private Client Services Tax Supervisor to join our Columbia, MD or Tysons Corner, VA offices. You will lead tax engagements for high-net-worth individuals... ...of public accounting experience, with strong communication, leadership and #J-18808-Ljbffr Withum PCPrivate client
- Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to work directly with the Managing Director and service sophisticated high-net... ...manage new and existing client relationships, delivering retirement... ...Investment Advisor firm. #J-18808-Ljbffr Beacon Pointe...
$90k - $115k
...as well as International and Private Client services. As a Private Client... ...Supervisor based out of our Columbia, MD or Tysons Corner, VA offices... ...relationships Ability to manage multiple engagements and competing... ...by federal, state, or local law. #J-18808-Ljbffr WithumPrivate clientWork at officeLocal area$82.5k - $95k
Withum is seeking a Tax Senior for Private Client Services, based in Columbia, MD or Tysons Corner, VA with a hybrid work model. You will lead tax engagements... ...analytical and communication skills. Salary ranges from $82,500 to $95,000 plus bonus. #J-18808-Ljbffr Withum PCPrivate client- Withum's Private Client Services Tax practice seeks a Tax Manager to lead tax engagements and supervise staff in the Columbia, MD or Tysons Corner, VA offices. You will build and maintain client... ...of public accounting tax experience are preferred. #J-18808-Ljbffr WithumPrivate clientPrivate practice
- Withum PC in Columbia, MD or Tysons Corner, VA seeks a Private Client Services Tax Manager. You will lead tax engagements, supervise staff, review returns for individuals,... ...contribute to client service excellence in a collaborative hybrid environment. #J-18808-Ljbffr WithumPrivate client
- ...candidates to join Beacon Pointe Advisors in our Columbia, MD office as a Wealth Advisor. This individual... ...work directly with the Managing Director and will be... ...managing new and existing client relationships, enhancing... ...please visit Awards Disclosures . #J-18808-Ljbffr...Work at office
- ...make financial lives better by connecting clients and communities to the resources they... ...counts by joining our industry-leading wealth management team at Bank of America and Merrill. We... ...for the next generation of financial advisors—those with a passion for people and drive...Full timeWork at officeImmediate startShift workDay shift
- ...employee health & benefits, retirement, private client insurance and wealth management solutions to organizations and... ...Black Diamond, Salesforce, Schwab Advisor Center, and other mutual fund/managed... ...@mmc.com . #MMAMID #MMAretirement #J-18808-Ljbffr Marsh McLennan AgencyPrivate clientWork at officeLocal areaFlexible hoursShift workNight shift
- ...financial services firm is seeking a Financial Advisor in Catonsville, Maryland to create personalized investment solutions for clients while fostering diversity and inclusion. The... ...package and a commitment to diversity in the workplace. #J-18808-Ljbffr JPMorganChasePrivate client
- Withum is seeking a Tax Senior based in Columbia, MD or Tysons Corner, VA to lead complex tax... ...engagements, supervise staff, and strengthen client relationships. You will prepare returns... ...collaborative team at a reputable firm with opportunities for growth. #J-18808-Ljbffr WithumPrivate client
$162.02k
...United States locations such as Columbia, MD, Chicago, IL, Oakbrook,... ...consulting firm serving private and public-sector clients to address new ventures and... ...and workflows meet project manager needs. On an ongoing basis,... ...1 #LI-Hybrid #LI-Onsite #J-18808-Ljbffr Geosyntec...Private clientContract work$95k - $110k
...Alpine Investors, a leading private equity firm focused on... ...Shield Consulting is a Maryland-based government... ...Key Responsibilities Manage accounting activities to... ...hybrid position located in Columbia, Maryland. The... ...dyslexia, dyspraxia, other #J-18808-Ljbffr Cedar Solutions...For contractorsShift work- ...Water/Wastewater Senior Project Manager to lead planning and... ...wastewater infrastructure in Laurel, Maryland. You will supervise design... ...complex projects for public and private clients. The role emphasizes... ...opportunities to mentor staff, support proposal #J-18808-Ljbffr StantecPrivate client
- ...construction management staff, environmental... ...facing our clients. Additionally... ...as public-private partnership (... ...(PE or P.Eng), PMI Project... ...United States-Maryland-Baltimore,... ...-District of Columbia-Washington DC... ...States-Virginia-Glen Allen, United... ...records. #J-18808-Ljbffr...Full timeContract workTemporary workPart timeWork at office
$100k - $135k
Senior Environmental Project Manager ATI, Inc. ( is a full-... ...challenges for government and private sector clients. Committed to industry leadership... ...a position based out of the Columbia, MD office. The Project... ...please let your recruiter know. #J-18808-Ljbffr ATI, Inc.Private clientFull timeContract workTemporary workWork experience placementLocal areaImmediate startRemote workMonday to Friday- ...in the DMV Area - District of Columbia, Maryland and Virginia. We’re committed... ...of and ability to apply private and public sector best practices... ...hours are from 8:30 a.m. to 5:00 p.m. with a one (1) hour unpaid... ...protected by law. #J-18808-Ljbffr Posted by: Haalufa...Temporary workWork experience placementWork at office
$64k - $128k
## Executive Team Leader of Specialty Sales (Assistant Manager of Merchandising) - Columbia, MDApplylocations: 6111 Dobbin Rd, Columbia,MD 21045-5802time... ...as application follow-ups or technical issues, will not be addressed through this channel. #J-18808-Ljbffr RoundelHourly payTemporary workWork experience placementMonday to FridayFlexible hoursNight shiftWeekend workDay shiftAfternoon shiftEarly shift$110k - $210k
...Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office... ...location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey... ...protected by federal, state, or local law. #J-18808-Ljbffr WithumPrivate clientWork at officeLocal areaRemote work$90k - $115k
## Private Client Services Tax SupervisorApplyremote type: Hybridlocations: Columbia, MD: Tysons Corner, VAtime type: Full timeposted on: Posted... ...relationships* Ability to manage multiple engagements and... ...protected by federal, state, or local law.* #J-18808-Ljbffr...Private clientWork at officeLocal area$95k - $129k
...serve as the primary Client Service Manager (CSM) for strategic municipal... ...Brown and Caldwell’s Maryland market, acting as the... ...contact and trusted advisor for assigned accounts.... ...formunicipalities, private industry, and government... ...of Labor. #J-18808-Ljbffr Brown and...Temporary work$16 per hour
...Front Desk Attendant Columbia Association, headquartered in Howard County, Maryland, is known for engaging our diverse community, cultivating a unique sense of place, and enhancing the quality of life in Columbia, Maryland, all thanks to the efforts of our remarkable...Hourly payFull timePart timeLocal areaFlexible hoursShift workAfternoon shift$60k - $80k
...need of a Field Sales Representative to increase sales in our Maryland and Virginia markets. The Field Sales Representative sells company... ...effective business rapport with customer's purchasing and management staff by ensuring all aspects of transactions are handled in a...Permanent employmentWork at officeLocal areaRelocationRelocation package
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