Home Invites Members Groups Events Careers Videos News Photos Blogs Polls Forums Chat
Home > Career Center > Job Seekers > Job Search
Job Title: Chase Wealth Management - Private Client Advisor - Stockton, CA (Pacific Ave and Benjamin Holt)
Company Name: J.P. Morgan Chase
Location: Stockton, CA
Position Type: Full Time
Post Date: 05/08/2020
Expire Date: 06/07/2020
Job Categories: Banking, Customer Service and Call Center, Finance/Economics, Financial Services, Government and Policy, Information Technology, Insurance
Job Description
Chase Wealth Management - Private Client Advisor - Stockton, CA (Pacific Ave and Benjamin Holt)
Job Description:

At JP 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’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 


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 relationships.


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 annually.


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 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
  • 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.
Share |
Contact Information
Company Name: J.P. Morgan Chase
Website:https://jobs.chase.com/ShowJob/Id/292154/Chase-Wealth-Management-Private-Client-Advisor-Stockton,-CA-(Pacific-Ave-and-Benjamin-Holt)/
Company Description:
Apply Now | Forward Job to a Friend | More Jobs From This Employer

(Advertise Here)
Who's Online
>> more | invite 
Latest Photos
>> more | add
Most Popular Bloggers
tanisha laverne grant has logged 28262 blog subscribers!
elynor moss has logged 4173 blog subscribers!
>> more | add 
Latest Member Activity
britnee mccauley just became a new member. 12:40AM
peter keppard just became a new member. 05:27PM
henry smart just edited his profile. 12:41AM
henry smart just became a new member. 12:10AM
peter myers just edited his profile. 03:06PM
breona rogers just became a new member. 11:49AM
quintin murphy just became a new member. 12:12PM
peter myers just became a new member. 02:27PM
bonnie bailey just edited her profile. 03:10PM
bonnie bailey just became a new member. 03:05PM
les martin just became a new member. 06:21PM
victoria sedwick just edited her profile. 03:03PM
>> more | invite friends