Full-Time
J.P. Morgan Wealth Management
Private Client Advisor
JP Morgan Chase
10,001+ employees
Global financial services and investment banking
No salary listed
Junior, Mid
Englewood, FL, USA
In Person
- 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
JPMorgan Chase & Co. provides a wide range of financial services to individuals, small businesses, corporations, governments, and institutions across more than 100 markets worldwide. Its services include investment banking, asset management, financial transaction processing, and consumer banking, which encompasses personal banking, mortgages, credit cards, and auto financing. The company utilizes its extensive expertise and proprietary data to deliver high-quality financial products and services, generating revenue through interest income, service fees, and commissions from trading activities. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and growth, along with its focus on social responsibility, such as supporting veterans and community development. The company's goal is to strengthen the economy and communities by providing valuable financial insights and services.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1959
Simplify's Take
What believers are saying
- Blockchain initiative enhances carbon credit trading efficiency and transparency.
- Stake in Mineral Resources Limited strengthens position in rare earth resource market.
- Private bank reorganization caters to high-net-worth clients seeking global diversification.
What critics are saying
- Geopolitical tensions may impact stake in Mineral Resources Limited.
- Spanish banking sector risks from Banco Sabadell stake acquisition.
- Blockchain carbon credit market faces technological and regulatory challenges.
What makes JP Morgan Chase unique
- JPMorgan Chase leverages over 200 years of financial expertise and global market presence.
- The firm offers a diverse range of services, from investment banking to consumer banking.
- JPMorgan's proprietary data and market access enhance its financial product offerings.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Company News
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Mineral Resources Limited ( ($AU:MIN) ) just unveiled an update. JPMorgan Chase & Co. and its affiliates have become a substantial holder in Mineral Resources Limit...
The bank will continue to develop digital and sustainability initiatives, supported by a more robust and diversified financial structure.
JP Morgan Chase has acquired a 1.431% stake in Banco Sabadell amid BBVA's takeover bid for the Catalan bank. This marks the first time the U.S. bank, advising BBVA on the bid, has become a Sabadell shareholder. JP Morgan's stake includes 1.356% in indirect voting rights and 0.075% in financial instruments, totaling approximately 75.6 million shares valued at around €217.7 million. Meanwhile, Dimensional Fund Advisors reduced its stake to 3.455%, and BlackRock holds 6.748%.