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- 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
- 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
$57.75k - $96.25k
...company's success. As a Premier Client Advisor within PNC Wealth Management, you will be based in Columbia Crossings, MD. PNC is an in-... ...branch staff. In partnership with Private Client Banker, leads the... ...information in our hiring practices. #J-18808-Ljbffr PNC Financial...Private clientFull timeTemporary workPart timeWork experience placementWork at office- ...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
- JPMorgan Chase & Co. Wealth Management is seeking a Private Client Advisor in College Park and Laurel, MD. You will deliver comprehensive financial planning and... ...management, while maintaining high ethical standards and service excellence. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- Beacon Pointe Advisors in Columbia, Maryland seeks an Associate Wealth Advisor to assist in client advisory, investment management and service delivery for high-net-worth families. You will support... ...and MS Office proficiency are essential. #J-18808-Ljbffr Beacon Pointe
- JPMorgan Chase in Maryland seeks a Private Client Advisor to deliver comprehensive financial planning and investment... .... You will collaborate with Chase Wealth Management partners, maintain strong client... ...tools to enhance the investor experience. #J-18808-Ljbffr JPMorganChasePrivate 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 Pointe
- PNC Wealth Management is seeking a Premier Client Advisor to provide comprehensive investment and insurance guidance in Columbia Crossings, MD. You will manage the client experience, deliver tailored... ...incentive eligibility and a strong service culture. #J-18808-Ljbffr PNCWork at office
- 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
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions... ...and partnerships with Chase partners to deepen client relationships, while supporting a #J-18808-Ljbffr AumniPrivate client
- 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...
$115k - $150k
Project Manager- Highway Design Division BRUDIS & ASSOCIATES, INC. (... ...consulting services to public and private sector clients in the Maryland, Virginia, and District of Columbia region. Since 1992, BAI has... ...and professional growth. #J-18808-Ljbffr Brudis & Associates...Private clientTemporary workWork at officeLocal area$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 WithumPrivate client- ...candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland office. The ideal candidate... ...for assisting in client advisory, investment management, and administrative aspects... ...visit Awards Disclosures . #J-18808-Ljbffr Beacon PointeWork experience placementWork at office
- 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
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$194.5k
...Storage Sales Specialist - Maryland Procurement Office TS/... ...: All, District of Columbia, United States of America... ...the flexibility to manage our work and personal needs... ...readiness and reduces client learning curve through... ...sales compensation is 50%/50%.\" #J-18808-Ljbffr...Full timeWork experience placementWork at officeRemote workWork from home$85k - $100k
...proactive Financial Manager / Organizational Management... ...for our Financial Wealth Advisory and in... ...Our location in Columbia, Maryland is in the Merrill Lynch... ...solutions for our expanding clients. You will be responsible... ...clients. Assist advisors and resources and...Full timeWork at officeLocal areaWork from homeFlexible hours- ...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... ...visit Awards Disclosures. #J-18808-Ljbffr Beacon...Work at office
- ...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
- JPMorgan Chase in Odenton, MD is seeking a Private Client Banker to manage affluent clients' full banking relationships within a branch setting. You will... ...banking regulations while offering convenient self-service solutions to clients. #J-18808-Ljbffr Testing Site - JPMCPrivate client
$85.01k - $140k
...leaders interested in a Branch Manager career within the National... ...Wells Fargo experience across Wealth & Investment Management, Business... ...Ave. - Silver Spring, Maryland 20906 ~4323 Collington Road.... ...0400 Little Patuxent Pkwy. - Columbia, Maryland 21044 ~1623 Crofton...Full timeWork experience placementInterim role- Blueprint Wealth Management in Ellicott City, MD is seeking a Client Service Associate to serve as a welcoming, knowledgeable contact for clients. You will... ...is preferred, with 1+ years in financial services; training provided. #J-18808-Ljbffr Advisor Talent SolutionsWork at office
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Neuroscience Sales Representative - Columbia, Maryland Intra‑Cellular Therapies Inc , a Johnson & Johnson... .... Collaborate with the District Manager to develop a local business plan that aligns... ..., Sales Trend Analysis, Strategic Sales Planning #J-18808-Ljbffr RxSalesProsLocal areaNight shift$17.83 per hour
...locations: downtown, Overlea, Reisterstown, Lutherville, Glen Burnie, Overlea, Hunt Valley, Annapolis and Columbia. The Patient Service Associate is responsible... ...talent for Mercy Health Services, which serves the greater Baltimore Metro and surrounding Maryland areas....Temporary workWork at officeImmediate startFlexible hours$16 per hour
...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 team members. If you...Hourly payFull timePart timeLocal areaFlexible hoursShift workAfternoon shift$100k - $135k
...Senior Environmental Project Manager ATI, Inc. is a full-service consulting firm... ...environmental challenges for government and private sector clients. Committed to industry leadership, we... ...to fill a position based out of the Columbia, MD office. The Project Manager will...Private clientFull timeContract workTemporary workWork experience placementLocal areaImmediate startRemote workMonday to Friday
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