J.P. Morgan Wealth Management - Private Client Advisor - Arlington and South Tarrant County, TX
JPMorganChase
Overview Job Description 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. 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 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. 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- ...Overview Sr. Associate, Client & Advisor Services role at... ...Location: Dallas, TX Position Summary... ...’s core business management teams. The Client... ...that support the Private Client Group. As a... ...experience specifically in wealth management, RIA,... ...in multiple cities. #J-18808-Ljbffr...Private clientWork at office
- Chase Wealth Management is seeking a Private Client Advisor in Grand Prairie, Texas, to offer comprehensive financial planning. The role focuses on building relationships... ...to contribute to our diverse and inclusive culture while advancing your career. #J-18808-Ljbffr TwinThreadPrivate client
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...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage... ...more. You will report to the Inside Sales Manager who will make sure you have the training... ...This is an in-office job located in Plano, TX. The Day-to-Day: Be the...Private clientWork at office$60k - $65k
...Northwestern Mutual - Private Client Group | Irving, TX | In-Office We are... ...advisory, brokerage, and managed account platforms.... ...rebalancing workflows, prepare advisor and client meeting... ...operations, wealth management support, brokerage... ...-facing communication. #J-18808-Ljbffr...Private clientPrivate practiceWork at office- ...financial services firm in Texas is seeking a Private Client Advisor to deliver personalized financial solutions. The role involves building and managing a book of business, requiring at least 2... ...package and values diversity in its workforce. #J-18808-Ljbffr JPMorganChasePrivate client
- ...leading financial services firm is seeking a Private Client Advisor to deliver comprehensive financial... ...role emphasizes client relationship management and fostering diversity while utilizing... ...compensation and comprehensive benefits are offered. #J-18808-Ljbffr JPMorganChasePrivate client
- Fairygodboss is looking for a Financial Advisor in Colleyville, Texas, who is passionate about client success and fostering a diverse... ...investment solutions and manage client relationships while adhering... ...health benefits, and additional perks. #J-18808-Ljbffr FairygodbossPrivate client
- ...DESCRIPTION Manage and strengthen relationships within... ...communication with clients to ensure an excellent... ...and service standards. Wealth management experience with... ...practices Serve as trusted advisor and thought leader... ...Job function Finance and Sales #J-18808-Ljbffr...Full timeWork at office
$90k - $150k
Welborn: affiliate company of A1 Garage Door in Phoenix, Arizona. In Arlington, TX we operate under the brand name Welborn. A Career Where Sales... ...workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. #J-18808-Ljbffr A1 GarageWeekly payWork at officeImmediate start- TwinThread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment... ...The company offers a supportive culture of diversity and opportunities for career advancement. #J-18808-Ljbffr AumniPrivate client
$1,452 per week
...Physical Therapy Assistant Location: Arlington, TX Agency: Medical Solutions Pay: $1,452 per week Shift Information: Days... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification...Full timeShift work$2,235 per week
...Physical Therapist Location: Arlington, TX Agency: Medical Solutions Pay: $2,235 per week Shift Information: Days... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeImmediate startShift work$1,766 per week
...Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Arlington, TX Agency: Coast Medical Service Pay: $1,766 per week... ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business Journal...Daily paidFull timeContract workShift work$2,431 per week
...Interventional Radiology Location: Arlington, TX Agency: Medical Solutions Pay: $2,431 per week Shift Information: Days... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeImmediate startShift work$1,206 per week
...Registered Respiratory Therapist Location: Arlington, TX Agency: Medical Solutions Pay: $1,206 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeShift workNight shift$2,031 per week
...Dietitian/Registered Dietitian Location: Arlington, TX Agency: Medical Solutions Pay: $2,031 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeImmediate startShift work$1,297 per week
...Ultrasound Tech Location: Arlington, TX Agency: AHS Staffing Pay: $1,297 per week Shift Information: Days - 3 days x 1... ...Liability / Malpractice Coverage ~ Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing Allowance ~ Referral Bonuses up...Hourly payWeekly payDaily paidFull timeContract workImmediate startFlexible hoursShift work$1,361 per week
...Registered Nurse (RN) | Postpartum Location: Arlington, TX Agency: Medical Solutions Pay: $1,361 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification...Full timeShift workNight shift$1,583 - $1,665 per week
...Registered Nurse (RN) | Cardiovascular Operating Room Location: Arlington, TX Agency: AMN Healthcare Pay: $1,583 to $1,665 per... ...travelers! We offer: ~Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~401(k) and Flex Spending...Extra incomeFull timeContract workTemporary workShift work$1,532 - $1,611 per week
...Nurse (RN) | Cardiovascular Intensive Care Unit Location: Arlington, TX Agency: AMN Healthcare Pay: $1,532 to $1,611 per week... ...travelers! We offer: ~Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~401(k) and Flex Spending...Extra incomeFull timeContract workTemporary workShift work$1,150 per week
...Registered Respiratory Therapist Location: Arlington, TX Agency: Medical Solutions Pay: $1,150 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeShift workNight shift- ...individuals committed to improving our clients' financial futures. At Fisher... ...our Fisher campus in Plano, TX. You will report directly to... ...who serve our high-net-worth private clients * Work to schedule... ...meritocracy * Gain exposure to upper management and work in an environment...Private clientPart timeWork at office
$1,490 per week
...Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Arlington, TX Agency: Medical Solutions Pay: $1,490 per week... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeShift work- Join to apply for the Client Experience Group Manager role at Risk... ...Strategies is the 9th largest privately held US brokerage... ...services and financial & wealth solutions. With more... ...Service Manager) Frisco, TX $55,000.00-$60,000.00... ...the help of AI. #J-18808-Ljbffr Risk...Private clientFull time
$1,361 per week
...Registered Nurse (RN) | Postpartum Location: Arlington, TX Agency: Medical Solutions Pay: $1,361 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification...Full timeTemporary workShift workNight shift$1,492 per week
...RN) | Intensive Care Unit (ICU) / Critical Care Location: Arlington, TX Agency: Medical Solutions Pay: $1,492 per week Shift... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification...Full timeShift workNight shift$1,534 - $1,613 per week
...Nurse (RN) | Cardiovascular Intensive Care Unit Location: Arlington, TX Agency: AMN Healthcare Pay: $1,534 to $1,613 per week... ...travelers! We offer: ~Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~401(k) and Flex Spending...Extra incomeFull timeContract workTemporary workShift workNight shift$2,859 per week
...Cardiovascular Operating Room Location: Arlington, TX Agency: AHS Staffing Pay: $2,8... ...~ Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing Allowance... ...supply the highest-quality candidates to our clients across the nation, including those in “hard...Hourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workImmediate startFlexible hoursShift work$1,826 - $1,920 per week
...Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Arlington, TX Agency: AMN Healthcare Pay: $1,826 to $1,920 per... ...travelers! We offer: ~Competitive pay rates ~Free, quality, private housing ~Medical, Dental, Vision ~401(k) and Flex Spending...Extra incomeFull timeContract workTemporary workShift work$1,490 per week
...Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Arlington, TX Agency: Medical Solutions Pay: $1,490 per week... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeTemporary workShift work
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