SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Chase Wealth Management - Financial Advisor - San Jose, CA (Saratoga Ave)

Company: JPMorgan Chase
Location: San Jose
Posted on: July 14, 2019

Job Description:

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

Keywords: JPMorgan Chase, San Jose , Chase Wealth Management - Financial Advisor - San Jose, CA (Saratoga Ave), Accounting, Auditing , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Financial Advisor Development Program Career Event
Description: Job Description: br br MERRILL LYNCH FINANCIAL ADVISOR DEVELOPMENT PROGRAM CAREER NIGHT EVENT ON 7/25/2019 br br Join us to learn about this world-class program and meet Market Executives in person. (more...)
Company: Bank of America
Location: Mill Valley
Posted on: 07/23/2019

FP&A Analyst
Description: We are People Against Dirty, a growing house of brands that includes method, ecover, babyganics, and coming soon...mrs. meyers clean day. We've always done things differently ndash we're fearless thinkers, (more...)
Company: Method Products
Location: San Francisco
Posted on: 07/23/2019

Senior Product Manager - Rider Subscriptions
Description: At Uber, we ignite opportunity by setting the world in motion. We take on big problems to help drivers, riders, delivery partners, and eaters get moving in more than 600 cities around the world. br (more...)
Company: Uber
Location: San Francisco
Posted on: 07/23/2019


Billing Data Analyst
Description: As aBilling Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: San Carlos
Posted on: 07/23/2019

Director of Accounting
Description: Director of Accounting For almost 30 years, Paradigm has been the industry leader in solving complex health care challenges and improving lives. With the most connected and experienced team in health (more...)
Company: Paradigm Management Services L
Location: Walnut Creek
Posted on: 07/23/2019

Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: Mommy Jobs Online
Location: Elk Grove
Posted on: 07/23/2019

Partner Account Manager
Description: SavvyMoney is a well-funded, fintech company that provides integrated credit score and personal finance solutions to over 300 Credit Unions and Banks. SavvyMoney's solution provides a free credit score, (more...)
Company: SavvyMoney
Location: Pleasanton
Posted on: 07/23/2019

Financial Analyst
Description: What We're Looking For:Sift is hiring a Financial Analyst to help Sift make sound financial decisions. Your work, whether it's modeling business scenarios or tracking performance metrics, is used by our (more...)
Company: SIFT
Location: San Francisco
Posted on: 07/23/2019

Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Brentwood
Posted on: 07/23/2019

Tax Senior
Description: Related Jobs Audit Supervisor San Francisco,
Company: OUM & Co. LLP
Location: San Francisco
Posted on: 07/23/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds