Chase Wealth Management - Private Client Advisor - West Hartford

Jpmorgan Chase & Co. West Hartford , CT 06107

Posted 3 days ago

As part of Consumer Banking, the branch-based Chase Wealth Management Financial Advisor offers 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 are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

What you will possess:

Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.

Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.

Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident, banking when, where and how they want.

What you will receive:

  • Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

  • JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

  • As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

Qualifications - Licenses, Designations, and Education:

  • At least 1 year in a Banker role or equivalent financial services experience

  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

  • 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

  • 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 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 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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
West Hartford School Bus Driver

Firstgroup Plc

Posted 3 weeks ago

VIEW JOBS 9/30/2020 12:00:00 AM 2020-12-29T00:00 Now Hiring Part-Time School Bus Drivers in West Hartford, CT At First Student, our Bus Drivers are an integral part of the communities they serve. They are committed to safety, customer service and have genuine, caring attitudes for children. We are your friends, family, and neighbors! We are proud to offer: * $4000 Sign-On Bonus for Fully Licensed Drivers* * Fantastic Training * Time off during school holidays * Conditions may apply, please see location for details. Bonus expires 11/1/2020 As a First Student Bus Driver, your major responsibilities will be to: * Safely transports passengers * Perform pre/post trip vehicle inspections * Assists students in the loading and unloading process Requirements of a School Bus Driver: * Good verbal communication skills * At least 21 years old * Valid driver's license for at least 3 years * Be subject to a background check, drug screen & physical Through our commitment to putting customers first, dedication to safety, and ambition to deliver the best means we've created a working environment that you'll love. And, because we're a huge company with 120,000 staff and over 2.5 billion customers worldwide, you'll also enjoy real security, a brilliant future, and fantastic training. Apply today to become a part of our team! Equal Opportunity Employer FirstGroup is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status Firstgroup Plc West Hartford CT

Chase Wealth Management - Private Client Advisor - West Hartford

Jpmorgan Chase & Co.