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Last updated: 23 hours ago

J.P. Morgan Wealth Management Private Client Advisor - Ventura and Santa Barbara, CA

JPMorgan ChaseVentura, CA, United States
Full-time

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 commitmen... Show more

Remote Investment Operations & Fund Accounting Analyst - AI Trainer ($75-$110 per hour)

MercorOxnard, California, US
$75.00–$110.00 hourly
Remote
Full-time

About the work**We're building a high-quality library of investment-operations and fund-accounting work products.You'll complete self-contained operations exercises from mock files (ledgers, statem... Show more

Remote Corporate Treasury Expert - AI Trainer ($100-$100 per hour)

MercorOxnard, California, US
Remote
Full-time

About the work**We're building a high-quality library of corporate treasury work products.You'll complete self-contained treasury exercises from mock files (bank statements, exposure schedules, cre... Show more

Retail Keyholder (Store 828)

GameStopOxnard, CA, United States
$17.40–$20.15 hourly
Full-time

At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers.As a leading global retailer of video games, electronics, a... Show more

Pharmacy Assistant

Kaiser PermanenteVentura, CA, United States
Full-time

Under direct supervision and control of a licensed pharmacist, provides in-person and telephone reception, receives and directs new and refill prescriptions for further processing, produces compute... Show more

Remote FP&A & Treasury Analyst - AI Trainer ($700-$700 per hour)

MercorOxnard, California, US
Remote
Full-time

Role Overview** Mercor is collaborating with a leading AI lab to engage experienced FP&A and treasury professionals.You'll translate real planning, analysis, and cash / treasury work into structure... Show more

Branch Operations Manager - Ventura

Banc of CaliforniaVentura, CA, United States
Full-time

Officer, Branch Operations Manager.BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc.Banc of California is one of the nation's premier relationship-based business banks, providing banking ... Show more

Remote Investment Operations & Fund Accounting Analyst - AI Trainer ($75-$110 per hour)

MercorSan Buenaventura, California, US
$75.00–$110.00 hourly
Remote
Full-time

About the work**We're building a high-quality library of investment-operations and fund-accounting work products.You'll complete self-contained operations exercises from mock files (ledgers, statem... Show more

J.P. Morgan Wealth Management - Private Client Advisor - Ventura and Santa Barbara, CA

JPMorgan Chase Bank, N.A.Ventura, US
$70,320.00 yearly
Full-time

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 commitmen... Show more

Remote Consumer Survey Participant (Entry-Level)

Clubshop | USSan Buenaventura, California
Remote
Full-time

Discover The Surveoo System That’s Helping Newbies Earn Daily.No experience or tech skills needed.Join For Free And Start Earning Now.Join For Free - See how it works - Start Earning.Get paid every... Show more

Customer Service - Self Storage Manager

Public StorageVentura, California, United States
Full-time

Our Property Managers get to work independently at multiple locations; spending time both inside and outside.We assess customer storage needs and make suggestions, including selling packing and mov... Show more

Remote Corporate Designer — Project Style - AI Trainer ($65-$100 per hour)

MercorOxnard, California, US
$65.00–$100.00 hourly
Remote
Full-time

About the role Mercor is hiring **Corporate Designers** for Project Style — an aesthetics project in which experts review sets of AI-generated knowledge-work deliverables (decks, docs, spreadsheets... Show more

Remote Regulatory Law Expert - AI Trainer ($90-$100 per hour)

MercorSan Buenaventura, California, US
$90.00 hourly
Remote
Full-time

Role Overview** - Mercor is seeking senior regulatory law professionals to build evaluation tasks for AI systems operating in regulatory compliance and government affairs contexts.The workflows are... Show more

Commercial Loan Officer

MRINetworkVentura, CA, United States
Full-time

Actively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues fo... Show more

Travel Medical Technologist - $1,648 to $2,323 per week in Ventura, CA

AlliedTravelCareersVentura, CA, US
$1,648.00–$2,323.00 weekly
Full-time

When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHealth has been around for a long time and have a vast network of connections to facilities across... Show more

 • Promoted

Remote FP&A & Treasury Analyst - AI Trainer ($700-$700 per hour)

MercorSan Buenaventura, California, US
Remote
Full-time

Role Overview** Mercor is collaborating with a leading AI lab to engage experienced FP&A and treasury professionals.You'll translate real planning, analysis, and cash / treasury work into structure... Show more

Remote Financial Crime, AML & KYC Analyst - AI Trainer ($75-$100 per hour)

MercorOxnard, California, US
$75.00–$100.00 hourly
Remote
Full-time

About the work**We're building a high-quality library of realistic financial-crime and KYC analyst work products.You'll complete self-contained case exercises from mock files (no live-system or cli... Show more

J.P. Morgan Wealth Management Private Client Advisor - Ventura and Santa Barbara, CA

ChaseVentura, CA, United States
Full-time

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 commitmen... Show more

Destination Services Consultant - Licensed Real Estate Agent

DwellworksVentura, CA, United States
Full-time

Destination Service Consultant (DSC).This role combines temporary assignments with a flexible schedule for individuals that are passionate about introducing their city to newcomers! It is an opport... Show more

Wealth Advisor- Los Angeles

Community America Credit UnionVentura, CA, United States
Full-time

CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide.As a not-for-profit financial institution, we ... Show more

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J.P. Morgan Wealth Management Private Client Advisor - Ventura and Santa Barbara, CA

J.P. Morgan Wealth Management Private Client Advisor - Ventura and Santa Barbara, CA

JPMorgan ChaseVentura, CA, United States
14 days ago
Job type
  • Full-time
Job description

Private Client Advisor

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

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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.