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
Mishawaka, IN, 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, businesses, and governments across more than 100 markets worldwide. Its offerings include investment banking, asset management, financial transaction processing, and consumer banking services such as personal banking, mortgages, and credit cards. 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 trading commissions. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and community development, including initiatives to support veterans and strengthen local economies. The company's goal is to provide comprehensive financial solutions while also contributing positively to society through its various community-focused programs and the insights offered by the JPMorgan Chase Institute.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1959
Simplify's Take
What believers are saying
- Blockchain technology positions JPMorgan as a leader in sustainable finance.
- Renewable energy investments offer long-term growth opportunities.
- Financing rare earth production enhances strategic defense and technology sector positions.
What critics are saying
- Volatile renewable energy sector may lead to financial instability.
- Geopolitical risks from rare earth investments could impact operations.
- Blockchain initiative faces technological and regulatory challenges.
What makes JP Morgan Chase unique
- JPMorgan's blockchain initiative enhances transparency in carbon credit trading.
- Strategic investments in renewable energy align with global sustainability trends.
- Involvement in rare earth production strengthens critical supply chain positions.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Company News
JPMorgan Chase & Co. has acquired a significant stake in Downing Renewables & Infrastructure Trust Plc, surpassing 5% of voting rights. This move underscores JPMorgan's strategic interest in the renewable energy sector. Despite Downing's strong balance sheet and improved cash flow, challenges include declining revenue and income. The stock, GB:DORE, is rated Neutral by TipRanks' AI Analyst, Spark, with mixed valuation indicators and moderate technical strength.
The US made its biggest move yet to push back against China’s weaponization of rare earths, with the Pentagon buying into a key American producer to secure supply of magnets critical for military and other applications.
Additionally, MP Materials secured $1 billion in financing commitments from JPMorgan Chase and Goldman Sachs for the development of the facility.
Paul Buller, who headed equity research for Berenberg's global industrials team, has now joined JPMorgan as an MD and head of capital goods equity research.
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