Talent.com
JPMorgan Chase
J.P. Morgan Wealth Management Private Client Advisor - Palmdale, CA (area)JPMorgan Chase • Littlerock, CA, United States
J.P. Morgan Wealth Management Private Client Advisor - Palmdale, CA (area)

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

JPMorgan Chase • Littlerock, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor In Chase Wealth Management

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 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.

Create a job alert for this search

J.P. Morgan Wealth Management Private Client Advisor - Palmdale, CA (area) • Littlerock, CA, United States

Similar jobs

Licensed Marriage and Family Therapist (LMFT)

HeadwayLancaster, CA, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyCalifornia City, CA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Sr Principal Project Management

Northrop Grumman (Corporate)Littlerock, CA, United States
Full-time

Senior Principal Project Management.Northrop Grumman Aeronautics Systems has an opening for a Senior Principal Project Management to join our team of qualified, diverse individuals.This position su... Show more

 • Promoted

Chief Investment Officer - Crypto Mining Company

TokalentCalifornia City, CA, United States
Full-time

Chief Investment Officer - Crypto Mining Company.California City, CA, United States.The company is a larger corporate engaged in bitcoin mining.Investment Strategy and Execution: Develop and implem... Show more

 • Promoted

Financial Management - Level 2

Lockheed MartinPalmdale, CA, United States
Full-time +1

Financial Management - Level 2 | Lockheed Martin.Financial Management - Level 2 What You Will Be Doing You will be the Financial Management Analyst for the Advanced Development Programs (ADP) Progr... Show more

 • Promoted

HR Business Partner / Principal HR Business Partner- Palmdale CA

Northrop GrummanPalmdale, CA, United States
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

 • Promoted

Talent Acquisition Business Partner 1

CenergyPalmdale, CA, United States
Full-time

University Relations & Recruiting Associate Talent Acquisition Business Partner.We are seeking a University Relations & Recruiting (UR&R) Associate Talent Acquisition Business Partner (TABP) for th... Show more

 • Promoted

Branch Relationship Banker - Palmdale, CA

Zions BancorporationPalmdale, CA, United States
Full-time

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with o... Show more

 • Promoted

VP of Investor Relations (m/f/x)

Skeleton TechnologiesCalifornia City, CA, United States
Full-time

VP Of Investor Relations (M/F/X).Power is a limiting factor in AI.Are you willing to take on the challenge of improving the performance of BBUs by 40% and creating hundreds of millions of euros in ... Show more

 • Promoted

Member Consultant/Personal Banker

Edwards Federal Credit UnionPalmdale, CA, United States
Full-time

Edwards Federal Credit Union is seeking a service-driven Member Consultant to serve as a trusted financial partner for our members.This role is the first point of contact for members seeking financ... Show more

 • Promoted

Behavior Technician (BT)

The Stepping Stones Group, LLCAltadena, CA, United States
Full-time

STAR of California is hiring immediately for Full-Time Behavior Technicians in Alta Dena and the surrounding areas where you can provide state of the art behavioral services to children with autism... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesAltadena, CA, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausAltadena, CA, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Selective Surrogacy Opportunity — Premium Support & Compensation

Roots SurrogacyEdwards Air Force Base, CA, US
Full-time

Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more

 • Promoted

Earn Side Money at Home Testing Products

Product Review JobsVALYERMO, CA, United States
Full-time

Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market res... Show more

 • Promoted

Mission Planner - Engineer

JT4 LLCEdwards, CA, US
Full-time

JT4, LLC provides engineering and technical support to multiple western test ranges for the U.Air Force, Space Force, and Navy under the Joint Range Technical Services Contract, better known as J-T... Show more

 • Promoted

Sales Management Trainee

Enterprise Rent-A-CarPalmdale, CA, United States
Full-time

Overview Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer servic... Show more

 • Promoted

Relationship Banker

Bank of America CorporationLancaster, CA, United States
Full-time

Job Description: 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 Growth and delive... Show more

 • Promoted

Remote Mortgage Funder

Paramount Residential Mortgage GroupAltadena, CA, United States
Remote
Full-time

OverviewPRMG is one of the largest independently owned Mortgage Banks in the nation.We are looking for a highly motivated individual to join our fulfillment team as a Funder.PRMG offers a comprehen... Show more

 • Promoted

Senior Teller - California City

Bank of the SierraCalifornia City, CA, United States
Full-time

Senior Teller - California CityJob Category:Customer ServiceRequisition Number:SENIO002463Full-TimeOn-siteHourly Range:$21 to $32 USDRate:$21 USD per hourCalifornia City, CA 93505, USADescriptionRe... Show more