Talent.com

Client advisor Jobs in Palmdale, CA

Create a job alert for this search

Client advisor • palmdale ca

Last updated: 4 hours ago

J.P. Morgan Wealth Management Private Client Advisor - Palmdale / Lancaster, CA (area)

ChasePalmdale, 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 Benefits Advisor (50k-90k per year)

Professional CareersLancaster, California
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Client Relantionship Consultant 2 (Banker) - Palmdale, CA (35hrs)

U.S. BankPalmdale, CA, United States
$23.19 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • New!

Physician - Medical Oncology - Antelope Valley

HealthEcareers - ClientLancaster, CA, USA
Full-time

The Department of Medical Oncology and Therapeutics Research at City of Hope National Medical Center is seeking physicians who are board-certified/eligible in Internal Medicine and Medical Oncology... Show more

J.P. Morgan Wealth Management - Private Client Advisor - Palmdale / Lancaster, CA (area)

JPMorgan Chase Bank, N.A.Palmdale, CA, 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

Customer Accounts Advisor

Aaron's Family of CompaniesLancaster, CA
$18.00 hourly
Part-time

A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals.In this role you will also support the overall needs of the store by assistin... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Lancaster, California, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted • New!

Client Relantionship Consultant 2 (Banker) - Palmdale, CA (35hrs)

U.S. BancorpPalmdale, CA, United States
$23.19 hourly
Full-time

Bank Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities... Show more

 • New!

Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Lancaster,

LocumJobsOnlineLancaster, CA, US
Full-time

Certified Registered Nurse Anesthetist | Anesthesiology - General/Other.Competitive weekly pay (inquire for details) .LocumJobsOnline is working with LocumTenens.Anesthesiology CRNA in Lancaster, C... Show more

 • Promoted

Financial Solutions Advisor Registration Candidate- Tri Valley Market

Bank of AmericaLancaster, CA, United States
$28.85 hourly
Full-time

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible... Show more

Client Relantionship Consultant 2 (Banker) - Palmdale, CA (35hrs)CategoryBranch BankingJob

US BankPalmdale, CA, United States
$23.19 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • New!

J.P. Morgan Wealth Management Private Client Advisor - Palmdale / Lancaster, CA (area)

JPMorgan ChaseLancaster, 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

Work-From-Home Product Advisor - $45 per hour

Great LionQuartz Hill, California
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted • New!

Int. Program Planner-Integrated Planning, Skunk Works-Level 2

Lockheed MartinPalmdale, CA, United States
$63,800.00 yearly
Temporary

Program Planner-Integrated Planning, Skunk Works-Level 2 | Lockheed Martin.Program Planner-Integrated Planning, Skunk Works-Level 2 for the Skunk Works Integrated Planning Team which is responsible... Show more

Associate HR Business Partner / HR Business Partner - Palmdale Jobs

Clearance JobsPalmdale, CA, United States
$63,000.00 yearly
Full-time

Human Resources Business Partner.RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: No CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the Time.Description At No... Show more

Customer Accounts Advisor

AaronsLancaster, CA, United States
$18.00 hourly
Full-time

We are Aaron's - an industry leader in the sales and lease-to-own retail industry, known for quality brand names and superior customer service.We provide our team members with the opportunity to re... Show more

Benefits Advisor - Work From Home

HMG CareersQuartz Hill, California
$69,000.00 yearly
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Quartz Hill, California, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted • New!

MALE Home Care Aide NEEDED For Elderly Client In Lancaster, CA

Care Planning Institute, IncLancaster, CA
$27.00 hourly
Temporary

Care Planning Institute, Inc -.We are a home care aide services agency that has been in business since 2007 and help elderly people stay safe and well in their homes.We provide home care services i... Show more

Associate HR Business Partner / HR Business Partner - Palmdale CA

Northrop GrummanPalmdale, CA, United States
$63,000.00 yearly
Full-time

Human Resources Business Partner.At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generat... Show more

People also ask
J.P. Morgan Wealth Management Private Client Advisor - Palmdale / Lancaster, CA (area)

J.P. Morgan Wealth Management Private Client Advisor - Palmdale / Lancaster, CA (area)

ChasePalmdale, CA, United States
30+ 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 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
  • 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.

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.