J.P. Morgan Wealth Management - Private Client Advisor -Ann Arbor, MI and Surrounding areas

J.P. Morgan Wealth Management - Private Client Advisor -Ann Arbor, MI and Surrounding areas

05 Sep 2024
Michigan, Ann arbor, 48103 Ann arbor USA

J.P. Morgan Wealth Management - Private Client Advisor -Ann Arbor, MI and Surrounding areas

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

Preferred qualifications, capabilities, and skills

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 INVESTEDInvestment 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.Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans

Related jobs

  • Electrical Engineer Intern - Ann Arbor

  • Tribco Construction Services is a reinforced concrete subcontractor that specializes in multilevel structural concrete projects. With more than 30 years of experience, Tribco is a respected leader in the construction market furnishing cast-in-place concrete work for projects such as condominium and office buildings, hotels, educational facilities and parking structures. Primary Responsibilities Responsibly perform the duties of the craft and provide their own personal hand tools as described in the Local Union Collective Bargaining Agreement. This may include: Perform general construction labor tasks including jobsite clean-up and moving of materials by hand, stripping and cleaning forms. Operating air powered and motorized equipment including jack hammers, chipping hammers, concrete saws, and concrete vibrators. Minimum Qualifications Work requires alert individuals with good balance and physical strength. Must be able to frequently lift, carry, push and pull up to 50 pounds of material and up to 90 pounds of material with assistance, if requested. Must be able to frequently walk, bend, kneel, reach and climb. Must be able to speak and understand instructions and directives in English. Working during inclement weather, could be exposed to extreme cold and heat, noise and dust from construction operations depending upon project site. Preferred Experience Preference given to candidates with a minimum of one year of formwork / concrete construction laborer work experience that meets or exceeds performance expectations. Certification in crane signaling and rigging. Tribco Construction Services is an Equal Opportunity Employer. Qualified candidates will be considered without regard to race, religion, sex, disability, veteran status, sexual orientation or gender identity. Get job alerts by email. Sign up now! Join Our Talent Network! Job Snapshot Employee Type Full-Time Location Ann Arbor, MI (Onsite) Job Type Other Experience Not Specified Date Posted 10/03/2024

  • HEALTH INFORMATION MANAGEMENT ANALYST II - HEALTH RECORD COMPLIANCE DEFICIENCY MANAGEMENT

Job Details

Jocancy Online Job Portal by jobSearchi.