Private Investigator Paignton
Private Client Advisor JPMorgan Chase
Private Investigator Paignton, Riverside, California, United States, 92504
Job Highlights
Title:
Private Client Advisor
Type:
Full Time
Experience:
2 Years
Function:
Financial Planning/Advising
Location:
Riverside, CA, United States
Company:
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients.
Job Profile
The company is hiring a
Private Client Advisor
who will
offer comprehensive financial planning and advice to individuals and families . Support a wide range of clients, from those just starting to save to those with significant wealth. Provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Education Level
Bachelor’s Degree
(preferred)
Work Experience
At least 2 years in a Financial Advisor role
or equivalent financial services experience
Duties/Responsibilities
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
Champion and support your teammates’ success and the bank’s goals, while fostering a culture of diversity.
Demonstrate a deep understanding of financial markets and sound business judgment.
Demonstrate a passion for educating clients on the technology and channels to better monitor, maintain, and handle their investments.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Provide a holistic view of client’s needs and financial coaching beyond investments.
Preferred Qualifications
Certified Financial Planning (CFP) certification (preferred)
Skills/Knowledge/Abilities
A valid and active Life, Health, and Long Term Care Insurance license is required or must be obtained within 60 days of starting the role as a condition of employment.
A valid and active Series 7.
Demonstrated ability and commitment to goals-based planning and advice.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
License Required
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.
Benefits/Perks
The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicants regardless of their 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.
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Title:
Private Client Advisor
Type:
Full Time
Experience:
2 Years
Function:
Financial Planning/Advising
Location:
Riverside, CA, United States
Company:
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients.
Job Profile
The company is hiring a
Private Client Advisor
who will
offer comprehensive financial planning and advice to individuals and families . Support a wide range of clients, from those just starting to save to those with significant wealth. Provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Education Level
Bachelor’s Degree
(preferred)
Work Experience
At least 2 years in a Financial Advisor role
or equivalent financial services experience
Duties/Responsibilities
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
Champion and support your teammates’ success and the bank’s goals, while fostering a culture of diversity.
Demonstrate a deep understanding of financial markets and sound business judgment.
Demonstrate a passion for educating clients on the technology and channels to better monitor, maintain, and handle their investments.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Provide a holistic view of client’s needs and financial coaching beyond investments.
Preferred Qualifications
Certified Financial Planning (CFP) certification (preferred)
Skills/Knowledge/Abilities
A valid and active Life, Health, and Long Term Care Insurance license is required or must be obtained within 60 days of starting the role as a condition of employment.
A valid and active Series 7.
Demonstrated ability and commitment to goals-based planning and advice.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
License Required
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.
Benefits/Perks
The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicants regardless of their 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.
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