JPMorgan Wealth Management - Private Client Advisor - Utah Valley - Provo
Company: JPMorgan
Location: Provo
Posted on: January 21, 2023
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Job Description:
b'JOB DESCRIPTION/n/n/xef/xbb/xbfAs part of Consumer Banking,
the branch-based Chase Wealth Management Private Client 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./n/nWhat you will
possess:/n/nTeamwork and Influence. You champion and support your
teammates/xe2/x80/x99 success and the goals of the bank, while
fostering a culture of diversity and inclusion./n/nDisciplined
Practice Management. You focus on relationship management not
portfolio management. You demonstrate a deep understanding of
financial markets and sound business judgement. You/xe2/x80/x99ll
rely on your personal drive, leadership and relationship-building
skills to build a book of business and deliver personalized
investment solutions to your clients./n/nCustomer 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./n/nOne Chase Approach. You provide a holistic
view of clients/xe2/x80/x99 needs and financial coaching beyond
investments. You will embrace digital innovations so you can help
clients become more digitally confident and bank when, where and
how they want./n/nWhat you will receive:/n/n/n/n * Comprehensive
compensation that includes a base salary, monthly incentives based
on revenues and a Net New Money award annually./n * 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./n * 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./n/n/n/nQualifications/n/nLicenses, Designations, and
Education:/n/n * At least 2 years in a Financial Advisor role or
equivalent financial services experience/n * Demonstrated success
in client acquisition, cultivating and maintaining client
relationships, and integrating with key partners/n * Demonstrated
ability and commitment to goals-based planning and advice/n * A
valid and active Series 7/n * 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/n * 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/n * Certified Financial Planning
(CFP/xc2/xae) certification is preferred/n * Bachelor/xe2/x80/x99s
degree preferred/n/nA valid and active Series 66 (63/65) and Life,
Health and Long Term Care Insurance licenses is required or must be
obtained within 60 days of starting in the role as a condition of
employment./n/nINVESTMENT AND INSURANCE PRODUCTS ARE:/n/n * NOT
FDIC INSURED/xc2/xa0/n * NOT INSURED BY ANY FEDERAL GOVERNMENT
AGENCY/xc2/xa0/n * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR
GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS
AFFILIATES/xc2/xa0/n * /xc2/xa0SUBJECT TO INVESTMENT RISKS,
INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT
INVESTED/n/nInvestment 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./n/n/nABOUT US/n/nChase
is a leading financial services firm, helping nearly half of
America/xe2/x80/x99s 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./n/nWe 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./xc2/xa0In accordance with applicable law, we make reasonable
accommodations for applicants/xe2/x80/x99 and employees/xe2/x80/x99
religious practices and beliefs, as well as any mental health or
physical disability needs./n/n/nThe health and safety of our
colleagues, candidates, clients and communities has been a top
priority in light of the COVID-19 pandemic. JPMorgan Chase was
awarded the /xe2/x80/x9cWELL Health-Safety Rating/xe2/x80/x9d for
all of our 6,200 locations globally based on our operational
policies, maintenance protocols, stakeholder engagement and
emergency plans to address a post-COVID-19 environment./n/n/n/nAs a
part of our commitment to health and safety, we have implemented
various COVID-related health and safety requirements for our
workforce. Employees are expected to follow the Firm/xe2/x80/x99s
current COVID-19 or other infectious disease health and safety
requirements, including local requirements. /xc2/xa0Requirements
include sharing information including your vaccine card in the
firm/xe2/x80/x99s vaccine record tool, and may include mask
wearing. Requirements may change in the future with the evolving
public health landscape. JPMorgan Chase will consider accommodation
requests as required by applicable law./n/nWe 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./n/n/n/nEqual Opportunity
Employer/Disability/Veterans/n/n/nABOUT THE TEAM/n/nOur Consumer &
Community Banking division serves our Chase customers through a
range of financial services, including personal banking, credit
cards, mortgages, auto financing, investment advice, small business
loans and payment processing. We/xe2/x80/x99re proud to lead the
U.S. in credit card sales and deposit growth and have the most-used
digital solutions /xe2/x80/x93 all while ranking first in customer
satisfaction.'
Keywords: JPMorgan, Provo , JPMorgan Wealth Management - Private Client Advisor - Utah Valley - Provo, Executive , Provo, Utah
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