J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, NV
Aumni
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) 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 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 the FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans 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 approximately 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 Aumni- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...Private client
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...focus on relationship management, not portfolio management... ...At least 2 years in a Financial Advisor role or equivalent financial services...Private client
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr AumniPrivate client
- A financial services firm in Las Vegas is seeking a Client Service Manager to ensure exceptional client experiences. This role requires overseeing... ...in team management and communication. Competitive salary and full benefits offered. #J-18808-Ljbffr Arista Wealth ManagementSuggested
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Wealth Advisor - Las Vegas, NV We are searching for a dedicated Wealth Advisor to join... ...role you will build wealth‑management relationships, cultivate... ...and deliver an exceptional client experience. Responsibilities... ...position you are interested in. #J-18808-Ljbffr Zions...Flexible hours$1,783 - $1,932 per week
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...Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...financial needs of the client and offer solutions through... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client... ...Primary Location Las Vegas Nevada United States...Full timeWork at office$25 per hour
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...AND INVESTMENT SERVICE AGENT - Las Vegas NV Las Vegas, NV, US 30+ days... ...investor market and generate repeat clients (investors who buy multiple... ...clients currently under management across 40 markets. We are cultivating... ...planned by our Fun Club #J-18808-Ljbffr Renters...Casual workWork at officeWork from home$21 - $26 per hour
...Work Location Type: Las Vegas Route Req Number 331617 About Grainger W.W. Grainger, Inc. is... ...Representative (OSR) reports to aSupervisoror Manager of Onsite Services and supports assigned... ..., please advise us so that we can provide appropriate assistance. #J-18808-Ljbffr...Full timePart timeLocal areaWorldwideMonday to Friday- ...Job ID: 41510 Location: Las Vegas, NV, US, 89139 What You... ...just one of Forbes’ Top Private Companies; it’s a family... ...Business Development Manager (BDM) is responsible for... ...relationships - become a trusted advisor Identify market trends... ...****@*****.*** #J-18808-Ljbffr Southern...Full timeLocal areaFlexible hoursNight shiftDay shift
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$180k - $200k
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Cardiometabolic Account Specialist (CAS) - Las Vegas, NV Base pay range: $140,000.00/yr - $160,00... .... Prior experience independently managing a sales territory Background in cardiology... ...subsidiaries are proud to be EEO employers. #J-18808-Ljbffr Ionis Pharmaceuticals, Inc.Local areaRemote work$150k - $165k
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Primary Care Sales Consultant - Las Vegas, NV Primary Care Sales Consultant (SC) is accountable... ...position reports to the CVR Area General Manager (AGM) and works closely with Marketing, Market... ...any needed accommodations. Bayer is an E‑Verify Employer. #J-18808-Ljbffr Bayer AGLocal area$80k
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