J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)
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... ...financial needs. As a Private Client... ...in J.P. Morgan Wealth Management, you will provide... ...Private Client Advisors within Wealth Management... ..., skill set and location. Those in...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
- J.P. Morgan Chase in Arlington, VA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families... ...tailored advice, and coordinate with Chase Wealth Management to meet clients' financial needs. The role...Private client
- J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, delivering advised solutions and referrals to deepen relationships...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will help clients build stronger relationships by offering advised solutions and referrals...Private client
- J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, deliver tailored investment solutions...Private client
$156.98k - $261.63k
...Washington National Tax (WNT) Private Wealth Tax Controversy... ...their private wealth clients (high-net-worth individuals... ...!Work you'll doAs a Manager, Tax Services on the... ...and prioritizes multiple tasks in a fast-paced... ...Tax professionals to co-locate in person 2 - 3 days per...Private clientPrivate practiceWork at officeLocal area$83.92k - $125.88k
...Location: Vienna, Virginia, United... ...880.00Category: Private Client Coverage, WealthCompany... ...WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a... ...using multiple sources of information... ...client's preferred location, consistent... ...Consultants and Financial Advisor, Small Business...Private clientFull timeWork at office- J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will grow a book of business, deliver tailored investment solutions,...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build and manage a book of business, deliver tailored investment solutions, and deepen...Private client
- J.P. Morgan Chase & Co. in Wealth Management seeks a Private Client Investment Associate to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will help with account openings, trades, and client relationship activities...Private client
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...Private client
$157.23k - $192.17k
...from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for... ...income/high net worth private banking clients. Provides advice counsel and high... ...Security E-Verify program in all facilities located in the United States and certain U.S....Private clientFull timeTemporary workWork experience placementLocal area$33.28k - $85k
Client Service Associate Client Service Associates... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...directed by local management ADMINISTRATIVE SUPPORT... ...College degree preferred Morgan Stanley EOE committed... ..., please visit: #J-18808-Ljbffr Morgan...Private clientTemporary workWork at officeLocal areaWork visa- ...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 families, family offices...Private clientFull timeWork experience placement
$90k - $150k
...YTS Wealth Management is a rapidly growing wealth management... ...foundation of exceptional client service, long-term... ...offers experienced advisors the opportunity to expand... ...wealth management, private client advisory, or... ...Hybrid not available) Location Requirement:...Private clientFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- Charles P. Johnson & Associates, Inc... ...experienced Operations Manager to lead the private land development... ...in Fairfax, Virginia. This role oversees... ...will foster client relationships, drive... ...CPJ’s presence in Northern Virginia through... ...across engineering, #J-18808-Ljbffr...Work at office
$126k
...Supervisor - Family Wealth Services... ...| Client Advisory |... ...Benefits Package Location: Alexandria, Virginia Schedule:... ...a trusted advisor to high-net... ...toward Tax Manager and senior... ...firm serving privately held... ...and complete multiple tax engagements... ...employers. #J-18808-...Temporary workSummer workCasual workFlexible hours$17.75 per hour
...Representative, Arlington, Northern Virginia (VE260322555VAZ) Arlington... ...Department of Veterans Affairs. Location: This is a 100% virtual... ...with Customer Relationship Management (CRM) applications.... ...reason prohibited by law in employment. #J-18808-LjbffrHourly payFull timeTemporary workPart timeSeasonal workWork at officeWork from homeShift work$33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client... ...clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Private clientTemporary workWork at officeLocal area- Our client, an established and growing Registered... ...Investment Advisor (RIA) in Northern Virginia, is seeking an experienced Wealth Advisor to join... ...technical wealth management expertise with excellent... ...from an RIA, private wealth management... ...organization. #J-18808-Ljbffr JCW...Local area
$105.38k - $215.38k
...families, and their advisors? Do you bring... ..., trusts, or wealth transfer? If so, this Tax Manager opportunity... ...needed.Build strong client relationships... ...assignments across multiple deadlines.... ...individuals or private clients.Strong... ...associated with the location at which the...Private clientWork at officeLocal area- ...Private Wealth Client Associate Reston, Virginia To proceed with your application, you must... ...Description: Merrill Wealth Management is a leading provider... ...Merrill’s Financial Advisors and Wealth Management... ...support to potentially multiple Financial Advisors (FAs...Private clientSeasonal workWork at officeWork from homeShift workDay shift
- ...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
$111.6k - $186k
...Washington National Tax (WNT) Private Wealth Tax Controversy... ...their private wealth clients (high-net-worth individuals... ...and prioritizes multiple tasks in a fast-paced... ...complicated issues and help manage risk in today’s... ...Tax professionals to co-locate in person 2 - 3 days per...Private clientPrivate practiceWork at officeLocal area$175k - $250k
...Alvarez & Marsal Private Equity Performance Improvement... ...Manufacturing (OPEN TO ALL U.S. LOCATIONS) About Alvarez & Marsal... ...-on approach to solving our clients' problems and assisting them... ...Experience in leading teams, managing multiple stakeholders, and driving results...Private clientFull timePart timeInterim roleMonday to FridayMonday to ThursdayFlexible hoursNight shift- ...representing a local RIA seeking a Wealth Advisor to join its team. This... ...and ongoing relationship management for existing clients. Responsibilities Develop... ...skills. Ability to manage multiple client relationships while... ...experience preferred. #J-18808-Ljbffr JCW GroupLocal area
- 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
$94k - $141k
...$141 000,00Category: Private Client Coverage, WealthCompany... ...judgment, and escalating, managing, and transparently... ...for prior experience in wealth management or other... ...detailAbility to manage multiple concurrent deadlines... ...--------------Primary Location:Washington District Of...Private clientFull time
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