Full-Time
J.P. Morgan Wealth Management
Private Client Advisor
Chase
10,001+ employees
Consumer and commercial banking services provider
No salary listed
Westland, MI, USA
In Person
| 💰Finance & Banking (1) |
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- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
Chase is a national bank that provides a variety of financial products and services for both individuals and businesses. For consumers, Chase offers savings and checking accounts, mortgages, auto financing, credit cards, and investment services. Businesses can access services such as business loans, checking and savings accounts, credit cards, merchant services, and commercial real estate financing. The bank operates on a traditional banking model, generating revenue mainly through the difference between interest rates on loans and deposits, as well as fees for its services. What sets Chase apart from its competitors is its extensive range of offerings and its status as one of the largest banks in the United States. The goal of Chase is to meet the diverse financial needs of its customers while providing reliable banking services.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1984
Simplify's Take
What believers are saying
- Chase's free checking account for kids aligns with financial literacy trends.
- The United Gateway card launch attracts customers with no annual fee and bonus miles.
- Freedom Flex and Unlimited card enhancements boost customer loyalty post-COVID.
What critics are saying
- Chase faces competition from fintechs offering innovative financial products.
- Digital-only banks threaten Chase's traditional banking model with lower fees.
- PPP loan fraud investigation could harm Chase's reputation and invite regulatory scrutiny.
What makes Chase unique
- Chase offers a comprehensive range of financial products for individuals and businesses.
- Chase's new child-friendly checking account targets financial literacy for younger generations.
- Partnerships like United Gateway card enhance Chase's competitive edge in credit card offerings.
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Benefits
Professional Development Budget
Company News
Officials from the Treasury Department and the Small Business Administration have long insisted that the government’s Paycheck Protection Program (PPP), set up as a coronavirus emergency fund for small businesses, primarily benefited small businesses because 87 percent of the loans were for less than $150,000.
PayPal has rolled out new enhancements to its Giving platform as a way to boost crowdfunding and charity donations, a press release says.
Americans have a financial literacy problem, and innovators are stepping up to address that.
Chase's new child-friendly checking account and debit card program aims to teach young people about responsible finances.
United Airlines and Chase Card Services today launched a “United Gateway” credit card that carries no annual fee and offers new users who charge $1,000 within three months of enrolling 20,000 frequent-flier miles.