All
Urgently Hiring
1-Click
Essential Jobs
Industry 0
Part-time
Full-time
Teen

3354 Private Client Manager Jobs

Recent

    Chase Wealth Management - Private Client Advisor - Houston, TX

    JPMorgan Chase & Co.

    4313 Montrose Blvd, Houston, TX 77006
    2.1 miles
    Full-time

      Private Client Banker - Airline Branch, Houston, TX

      JPMorgan Chase & Co.

      5207 Airline Dr, Houston, TX 77022
      6.1 miles
      Full-time
      • Urgently Hiring

      Solutions Center Manager

      PNC Financial Services Group

      Houston, TX 77001
      3.1 miles
      Full-time, Part-time

        Wealth Management | U.S. Private Bank | Client Service Associate (licensed) - Houston

        JPMorgan Chase & Co.

        1111 Fannin St, Houston, TX 77002
        3.0 miles
        Full-time

          Chase Wealth Management Private Client Advisor - Medical Branch (Houston, Texas)

          JPMorgan Chase & Co.

          12802 Memorial Dr, Houston, TX 77024
          8.8 miles
          Full-time
          • Urgently Hiring

          Solutions Center Manager-Highland Village - 3948 Westheimer Rd., Houston, TX 77027

          PNC Financial Services Group

          Houston, TX 77001
          3.1 miles
          Full-time, Part-time

            Private Client Banker - Lakeside, Houston, TX

            JPMorgan Chase & Co.

            10411 Westheimer Rd, Houston, TX 77042
            8.9 miles
            Full-time

              Chase Wealth Management - Private Client Advisor - (Alief Branch) Houston, Texas

              JPMorgan Chase & Co.

              10850 Bellaire Blvd, Houston, TX 77072
              10.1 miles
              Full-time

                Wealth Management - Private Bank - Banker - Vice President - Houston, TX

                JPMorgan Chase & Co.

                712 Main St, Houston, TX 77002
                3.0 miles
                Full-time

                  Wealth Management - Private Bank - Wealth Strategist - Houston, TX

                  JPMorgan Chase & Co.

                  712 Main St, Houston, TX 77002
                  3.0 miles
                  Full-time
                  • Urgently Hiring

                  Service Desk Manager

                  NorthStar Memorial Group

                  Houston, TX 77056
                  3.3 miles
                  Full-time, Part-time
                  • Urgently Hiring

                  Delivery Driver

                  Domino's Pizza

                  Houston, Tx, Houston, TX 77019
                  0.3 miles
                  Full-time, Part-time

                    Chase Wealth Management - Private Client Advisor - Houston, TX

                    JPMorgan Chase & Co.
                    4313 Montrose Blvd, Houston, TX 77006
                    Full-time
                    Similar jobs pay $12.39 - $27.94
                    Refer friends, get paid!

                    Job Description

                    ?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 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.
                    Qualifications

                    Licenses, Designations, and Education:
                    • 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
                    • Certified Financial Planning (CFP®) certification is preferred
                    • Bachelor’s degree preferred
                    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
                    Investment 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.

                    About Us

                    JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

                    We 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

                    Equal Opportunity Employer/Disability/Veterans

                    About the Team

                    Our 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’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

                    As part of the Consumer Bank, Chase Wealth Management offers comprehensive financial planning and digital investing services to individuals and families. We serve a wide range of clients from those just starting to build their savings to those with significant wealth. We build long-term relationships by offering advice and solutions to meet our clients’ needs.
                    Posting ID: 565767588Posted: 2020-07-29