12 Sep

Chase Wealth Management Private Client Advisor Lookout Jobs Vacancy in Morgan Chase Cincinnati

Position
Chase Wealth Management Private Client Advisor Lookout
Company
Morgan Chase
Location
Cincinnati OH
Opening
12 Sep, 2019 4 days ago

Morgan Chase Cincinnati urgently required following position for Chase Wealth Management Private Client Advisor Lookout. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Chase Wealth Management Private Client Advisor Lookout Jobs Vacancy in Morgan Chase Cincinnati Jobs Details:

At JP Morgan Chase, 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’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As 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.

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.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

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

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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 and bank when, where and how they want.

Licenses, Designations, and Education:
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or may be obtained within a 60 day condition of employment
  • A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment
  • If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
  • Certified Financial Planning (CFP®) certification is strongly preferred
  • Bachelor’s degree preferred


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Chase Wealth Management Private Client Advisor Lookout Jobs Vacancy in Jpmorgan Chase Cincinnati. Jpmorgan Chase Cincinnati opening great career opportunity and jobs vacancy for Chase Wealth Management Private Client Advisor Lookout position. This jobs vacancy will be open for new jobs applicant starting for 12 Sep, 2019. As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals… ... Continue reading -->