J.P. Morgan Wealth Management - Private Client Advisor - College Park, Maryland
JPMorgan Chase
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/VeteransABOUT 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 JPMorgan Chase- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment... ...Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth...Private client
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment... ...Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth...Private client
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- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and... ...and educate clients on digital tools to monitor and manage investments. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY... ...and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...duties directed by local management ADMINISTRATIVE SUPPORT... .../Equivalency • College degree preferred • Active...Private clientTemporary workWork at officeLocal area- ...Job Description Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth...Private clientWork experience placement
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...Deloitte’s Washington National Tax (WNT) Private Wealth Tax Controversy practice is seeking... ...practitioners and their private wealth clients (high-net-worth individuals, their businesses... ...opportunity for you!Work you'll doAs a Manager, Tax Services on the WNT Private Wealth...Private clientPrivate practiceWork at officeLocal area$83.92k - $125.88k
...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...Private clientFull timeWork at office- ...TritonPoint Wealth in Chevy Chase, MD is seeking an experienced Relationship Manager to partner with Wealth Advisors and support high-net-worth clients in delivering exceptional client experiences and contributing... ...of new accounts, and business development. #J-18808-Ljbffr...
- TritonPoint Wealth, LLC is seeking an experienced Relationship Manager to partner with Wealth Advisors in serving high-net-worth clients, delivering exceptional client experiences, and supporting... ...client book, with a focus on accuracy #J-18808-Ljbffr TritonPoint Wealth,...
- ...representing a local RIA seeking a Wealth Advisor to join its team. This role will have... ...financial planning and ongoing relationship management for existing clients. Responsibilities Develop and... ...'s degree or equivalent experience preferred. #J-18808-Ljbffr JCW GroupLocal area
$100k - $135k
...real value to our clients.Our mission is... ...seeking a Tax Manager or Director to... ...join our growing Private Client Services... ...be a strategic advisor with strong... ...estate, gift, and wealth transfer taxes.... ...an accredited college/university required... ...& Parking benefits programsInclusive...Private clientFull timePrivate practiceLocal area3 days per week$38.02 per hour
...deterrent to crime and client rule infractions; they detect... ...and Sunday 3:00 p.m. to 11:00 p.m. 3 years... ...Permit is required for Maryland Hourly pay rate $38.02... ...enforcement, military, or private armed security experience... ...For more information: #J-18808-Ljbffr Alliedbarton...Hourly payFull timePart timeFor contractorsLocal areaShift workWeekend work$100k
...VP Private Client Group - Washington, DC Our client, a... ...billion in assets under management, islooking for qualified... ...present our client's wealth managementsolutions to... ...~ Current Investment Advisor Representative designation... ...OPPORTUNITY EMPLOYER #J-18808-Ljbffr...Private clientWork at officeRemote workHome office$116.25k - $159.64k
...assurance firm, providing clients with a genuine coast-... ...Baker Tilly as a Tax Manager with our New York... ...opportunity to be a valued advisor delivering tax and... ...expand your career in Private Wealth tax and accounting, becoming... ...126,500 to $166,300 #J-18808-Ljbffr Baker...Private clientWork at officeLocal areaWorldwide- ...Private Client Banker You have a passion for taking care... ...the Branch. You will manage their complete... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...skills College degree or military equivalent... ...government clients under the J.P. Morgan and Chase brands. Our...Private clientImmediate startAfternoon shift
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...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, Real... ...marketplace. EY's FSO EDGE Private practice provides... ...status as a trusted advisor to maintain and further... ....****@*****.***. #J-18808-Ljbffr EYPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours$95k - $110k
...Description Housing Program Manager The City of College Park is committed to expanding... ...collaborate with public, private, and nonprofit partners to... ...expert and strategic advisor to the Director, City leadership... ...participation in the Maryland State Retirement and Pension...Full time- ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized... ...build substantial, enduring practices around client segments for which they feel a genuine passion....Full timeFlexible hours
- Jobot is seeking a high-impact private client tax professional to advise ultra‑high-net-worth investors... ...clientele, performing complex tax work, and collaborating with fund CFOs and management companies to ensure optimal tax outcomes and client service. #J-18808-Ljbffr JobotPrivate client
- ...providing specialized tax services to US and global clients. The team focuses on high-net-worth clients, private companies, and cross-border engagements, offering... ...leadership development, with a hybrid work model and extensive Total Rewards including #J-18808-Ljbffr EYPrivate clientPrivate practice
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...Civil Engineer - Deputy Project Manager to serve major public, private and institutional clients in our Lanham Maryland office. The candidate will... ...site development, schools, parks & recreation facilities,... ...k) Profit Sharing Plan, 529 College Savings Plans, Travel Assistance...Private clientFull timeTemporary workFor contractorsWork at officeLocal areaFlexible hours$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning... ..., data and design.Private Wealth Management (PWM)Goldman...Full timeTemporary workPart time- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning... ..., data and design.Private Wealth Management (PWM)Goldman...
- 6404 Ivy Lane, Greenbelt, Maryland 20770 Crowne Plaza College Park- Washington D.C. is a premium business hotel... ...applicable). Understand, know and follow management company's accounting and credit... ...rights under Federal Employment Laws #J-18808-Ljbffr MelrosehoteldcPart timeWork at officeImmediate startNight shift
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