J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MD
$47.52kJPMorgan 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 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 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. 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 Base Pay/Salary Columbia,MD $47,520.00 - $47,520.00; Glen Burnie,MD $47,520.00 - $47,520.00; #J-18808-Ljbffr JPMorgan Chase- ...investment solutions to your clients by relying on leadership and relationship... ...focus on relationship management, not portfolio management... ...least 2 years in a Financial Advisor role or equivalent financial services... ...Employer/Disability/Veterans #J-18808-Ljbffr AumniPrivate client
- ...Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
- J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families in the Columbia, MD area. You will build and manage client relationships, educate clients on...Private client
$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... ...and communication skills. Salary ranges from $82,500 to $95,000 plus bonus. #J-18808-Ljbffr Withum PCPrivate 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
- 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
$64k - $128k
...Executive Team Leader of Specialty Sales (Assistant Manager of Merchandising) - Columbia, MDApplylocations: 6111 Dobbin Rd, Columbia,MD 21045-5802time type: Full timeposted on:... ...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- 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
## Private Client Services Tax SupervisorApplyremote type: Hybridlocations: Columbia, MD: Tysons Corner, VAtime type: Full timeposted on: Posted... ...client relationships* Ability to manage multiple engagements and... ...by federal, state, or local law.* #J-18808-Ljbffr Withum PCPrivate clientWork at officeLocal area- 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 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
- ...Client Service Associate Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals... ...expected. This position will join the Columbia, MD office at Choreo and will assist...Work experience placementWork at office
$26 - $42 per hour
...allow you to work while managing your lifestyle needs in... ...our home healthcare clients. We are willing to train... ...awaiting to teach nurses. Private Duty Nurse for a 51 yo male, with bi-pap in Columbia, MD. The following shift(s)... ...training. #J-18808-Ljbffr East Palestine...Hourly payWeekly payFull timeShift work$105k - $190k
...ManagerApplyremote type: Hybridlocations: Columbia, MD: Princeton, NJ: Red Bank, NJ:... ..., as well as International and Private Client services.As an Employee Benefits Tax Manager based out of our **Maryland,** *... ...are from $135,000 - $175,000 annually #J-18808-Ljbffr Withum PCPrivate clientLocal area- A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role focuses on... ...to drive client success and engagement in a diverse and innovative environment. #J-18808-Ljbffr JPMorgan Chase & Co.Private 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... ...team at a reputable firm with opportunities for growth. #J-18808-Ljbffr WithumPrivate client
- 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
$162.02k
...States locations such as Columbia, MD, Chicago, IL, Oakbrook, IL... ...and consulting firm serving private and public-sector clients to address new ventures... ...and workflows meet project manager needs. On an ongoing basis... ...to eligible employees. #J-18808-Ljbffr Geosyntec Consultants...Private clientContract work$176k - $315k
...operational leadership, client managers and Business Class... ...local municipalities, private entities, distinct water... ...United States-District of Columbia-Washington DC, United States... ...United States-Virginia-Glen Allen, United States-... ..., United States-Illinois-Ch #J-18808-Ljbffr HDRPrivate clientFull timeContract workTemporary workPart timeWork at officeLocal area$120k - $140k
A private pediatric office is seeking a Nurse Practitioner to join their team in Columbia, MD. The ideal candidate will have experience in pediatrics and be a team player. This role... ...is offered within the range of $120K to $140K annually. #J-18808-Ljbffr Nirvana HealthcareFull timePart timeWork at officeMonday to FridayWeekend work$120k - $140k
About the job Nurse Practitioner PEDS Columbia, MD $120K - $140K Nurse Practitioner or Physician... ...it takes to help our patients! We are a Private Pediatric Office that specializes in treating... ...copy of your resume or CV for more information. #J-18808-Ljbffr Nirvana HealthcareFull timePart timeWork at officeMonday to FridayWeekend work$95k - $110k
...and Alpine Investors, a leading private equity firm focused on... ...growth. Key Responsibilities Manage accounting activities to ensure... ...a hybrid position located in Columbia, Maryland. The anticipated compensation... ...dyslexia, dyspraxia, other #J-18808-Ljbffr Cedar Solutions...For contractorsShift work$21 - $22 per hour
...distinguished portfolio of branded and private label Jeanswear throughout... ...(25 Hours/Week) Location: Columbia, MD Territory: Macy’s and Kohl’s... ...to your Regional Manager Complete store recaps, timesheets... ...protected eternal status. #J-18808-Ljbffr Premier Brands Group...Part time$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 Manager... ..., please let your recruiter know. #J-18808-Ljbffr atiincPrivate clientFull timeContract workTemporary workWork experience placementLocal areaImmediate startRemote workMonday to Friday$1,972 per week
...Certified Respiratory Therapist Location: Columbia, MD Agency: Medical Solutions Pay: $1,972 per week Shift Information... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...Full timeShift workNight shift$16 - $16.5 per hour
...Retail Sales Associate - Columbia Mall - MD Part time 10300 Little Patuxent Pkwy, Suite 2030, Columbia, MD, US 21044 As a Brand Associate, you're an integral part of our team and bring our brand to life for our customers. You're responsible for engaging and connecting...Hourly payMinimum wagePart timeWork at officeFlexible hoursNight shiftWeekend workAfternoon shift- ...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
$90k - $105k
...Regional Sales Representative role in our Columbia, Maryland office. Please note that this... ...Sales Team. Responsibilities include managing both independent and regional customers,... ...Patuxent Woods Drive, Suite 500 Columbia, MD 21046 (***) ***-**** / (***) ***-**** Fax...Work at officeNight shift$90k - $115k
## Private Client Services Tax SupervisorApplyremote type: Hybridlocations: Columbia, MD: Tysons Corner, VAtime type: Full timeposted on: Posted... ...client relationships* Ability to manage multiple engagements and... ...protected by federal, state, or local law.* #J-18808-Ljbffr...Private clientWork at officeLocal area- Speech Language Pathologist - Columbia, MD FOX Rehabilitation is growing... ...they live. Whether treating in private residences or within Senior Living... ...the freedom to create and manage your own treatment schedule and... ...for all employees. #J-18808-Ljbffr FOX RehabilitationBi-weekly payFull timePart timeReliefFlexible hours
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