J.P. Morgan Wealth Management – Private Client Advisor - Temecula, CA; Temecula Valley

J.P. Morgan Wealth Management – Private Client Advisor - Temecula, CA (Temecula Valley and surrounding area)

Temecula, CA, United States

• Locations 27980 Clinton Keith Rd, Murrieta, CA, 92562, US1091 S Mission Rd, Fallbrook, CA, 92028, US4642 W Florida Ave, Hemet, CA, 92545, US1800 E Florida Ave, Hemet, CA, 92544, US25331 Railroad Canyon Rd, Lake Elsinore, CA, 92532, US31575 Canyon Estates Dr, Lake Elsinore, CA, 92532, US30032 Haun Rd, Menifee, CA, 92584, US40655 California Oaks Rd, Murrieta, CA, 92562, US26411 Ynez Rd, Temecula, CA, 92591, US29640 Rancho California Rd, Temecula, CA, 92591, US32105 State Highway 79, Temecula, CA, 92592, US36132 Hidden Springs Rd, Wildomar, CA, 92595, US30712 Benton Rd, Winchester, CA, 92596, US
• Job Schedule Full time
• Base Pay/Salary Temecula,CA $70,320.00-$70,320.00;
  Hemet,CA $70,320.00-$70,320.00;
  Murrieta,CA $70,320.00-$70,320.00;
  Fallbrook,CA $70,320.00-$70,320.00;
  Lake Elsinore,CA $70,320.00-$70,320.00;
  Menifee,CA $70,320.00-$70,320.00;
  Wildomar,CA $70,320.00-$70,320.00;
  Winchester,CA $70,320.00-$70,320.00

At J.P. 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 will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• 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
• 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
• FEDERAL DEPOSIT INSURANCE ACT:
  
  This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan
  
  Chase’s…