JPMorgan Wealth Management - Private Client Advisor - Utah Valley - Provo

Company: JPMorgan
Location: Provo
Posted on: January 21, 2023

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.'

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