J.P. Morgan Wealth Management - Private Client Advisor - reputed company Valley, CA; area

Position: J.P. Morgan Wealth Management - Private Client Advisor - reputed company Valley, CA (area) overview at j.p. Morgan reputed company, 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 reputed company 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 reputed company wealth management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide reputed company of clients, from those just starting to save to those with significant wealth. You reputed company an exceptional investor experience by offering advised solutions and reputed company partner referrals that deepen client relationships. job responsibilities

• champion and support your teammates' reputed company 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 reputed company 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 reputed company monitor, maintain, and handle their investments
• reputed company a holistic view of clients' needs and financial coaching reputed company investments
• reputed company digital innovations to help clients become more digitally confident and bank reputed company, 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 reputed company 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 reputed company 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 reputed company 60 days of starting in the role as a condition of employment

federal deposit insurance act: this position is subject to reputed company 19 of the federal deposit insurance act. As such, an employment offer for this position is contingent on reputed company's review of criminal conviction history, including pretrial diversions or program entries. 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, reputed company. Or any of its affiliates not subject to investment risks, including possible loss of the reputed company amount invested investment 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 reputed company insurance agency, inc. (cia), a licensed insurance agency, doing business as reputed company insurance agency services, inc. In florida. Jpms, cia and reputed company. Are affiliated companies under the common control of reputed company. Products not available in reputed company states. about us reputed company is a leading financial services firm, helping nearly half of america's households and small businesses reputed company their financial goals through a broad reputed company of financial products. Our mission is to create reputed company, 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 reputed company their financial needs. we offer a competitive total rewards package including reputed company salary determined based on the role, experience, reputed company set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the reputed company of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a reputed company 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 reputed company. We… Apply tot his job Apply To this Job