Chase Wealth Management Private Client Advisor - Dublin, CA (Dublin Blvd)
Company: JPMorgan Chase & Co.
Posted on: June 6, 2021
As part of Consumer Banking, the branch-based Chase Wealth
Management Private Client Advisor offers 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 are responsible for
providing an exceptional investor experience by offering advised
solutions and Chase partner referrals that deepen client
What you will possess:
Teamwork and Influence. You champion and support your teammates'
success and the goals of the bank, while fostering a culture of
diversity and inclusion.
Disciplined Practice Management. You focus on relationship
management not portfolio management. You demonstrate a deep
understanding of financial markets and sound business judgement.
You'll rely on your personal drive, leadership and
relationship-building skills to build a book of business and
deliver personalized investment solutions to your clients.
Customer Obsession. You exhibit unwavering integrity that points
toward doing right by clients at every opportunity. Insights,
interpersonal skills and meticulous planning allows you to support
and guide your customers. You have a passion for educating clients
on the technology and channels available to them to better monitor,
maintain, and handle their investments.
One Chase Approach. You provide a holistic view of clients'
needs and financial coaching beyond investments. You will embrace
digital innovations so you can help clients become more digitally
confident and bank when, where and how they want.
What you will receive:
- Comprehensive compensation that includes a base salary, monthly
incentives based on revenues and a Net New Money award
- JPMorgan Chase is committed to providing a vast set of benefits
choices as well as a Wellness Program to help you and your family
get healthy and stay healthy.
- As an additional complement to the benefit plans, we offer a
variety of additional programs and services to help meet the
diverse needs of our employees, including 401k (for eligible
employees), Employee Stock Purchase Plan, Employee Discount
Programs, Business Resource Groups, Backup Child Care, Tuition
Assistance Programs and Career Management, just to name a few.
Licenses, Designations, and Education:
- 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
- Demonstrated ability and commitment to goals-based planning and
- 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
- Certified Financial Planning (CFP) certification is
- Bachelor's degree preferred
A valid and active Series 66 (63/65) and Life, Health and Long
Term Care Insurance licenses is required or must be obtained within
60 days of starting in the role as a condition of employment.
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.
Keywords: JPMorgan Chase & Co., Dublin , Chase Wealth Management Private Client Advisor - Dublin, CA (Dublin Blvd), Other , Dublin, California
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