Title: Private Client Advisor - La Mesa, CA - Grossmont
Location: US-CA-La Mesa-WM2013 Grossmont / 42724
Private Client Advisor Role:
As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Private Client Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation. Private Client Advisors are expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services. This position requires you to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.
Chase Wealth Management is part of a 200-year tradition of helping clients pursue their unique financial goals. By truly getting to know and understand our clients, our trusted network of more than 3,000 Advisors provide exceptional service, customized wealth management solutions and a range of investment strategies to help clients meet their needs and long-term objectives.
Chase Wealth Management serves nearly two million clients through two distinct but integrated businesses, Chase Private Client and Chase Investments .
Chase Private Client offers the best of Chase banking combined with the investment expertise of J.P. Morgan. Through a dedicated Banker and Advisor team located in select Chase branches, Private Clients receive the highest level of personal attention, premium banking products and services, and exclusive access to J.P. Morgan's investment resources and capabilities. Learn more about Chase Private Client atwww.chase.com/privateclient
Chase Investments offers traditional investment strategies to Chase customers nationwide-one in every six Americans-to help them build wealth and plan for important life events such as retirement and funding a college education. Learn more about Chase Investments atwww.chase.com/investments
All final job titles and bank titles subject to experience and qualifications.
'Chase Private Client' is the marketing name for a business within JPMorgan Chase & Co. and its subsidiaries.
Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC member FINRA, NYSE and SIPC. J.P. Morgan Securities LLC is an affiliate of JPMorgan Chase Bank, N.A.
* At least 5 years of customer-facing investment, insurance and financial profiling experience (phone-based sales a plus)
* Excellent communication and organizational skills
* Series 7 & 63 registration required in addition to meeting FINRA continuing education requirements, Series 65 or 66 registration required and the appropriate state Group 1 - Life and Variable Annuity License required
* Strong compliance record in prior position(s)
* Ability to create and foster strong partnerships with the branch employees and business partners
* Track record that demonstrates exceptional ability to grow revenue, assets and client base
* High achiever with entrepreneurial spirit
* Strong business and investments acumen
Investment, insurance and financial planning experience required
Excellent track record from a legal and consummation of sale perspective
* Bachelors degree preferred
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
Job: Business Banking