Chase Wealth Management - Private Client Advisor - Sarasota, FL JPMorgan Chase Bank, N.A. Sarasota

Title Chase Wealth Management - Private Client Advisor - Sarasota, Fl
Date 2020
Company JPMorgan Chase Bank, N.A.
City Sarasota

Short Description :

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 ,…

Full Description :

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.
  • 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.


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 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 Bank, N.A. are affiliated companies under the common control of & Co. Products not available in all states.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.
Job Identification 210029614 Job Category Advisors Locations 8373 Lockwood Ridge Rd, Sarasota, FL, 34243, US Posting Date 09/18/2020, 05:00 PM Apply Before 11/06/2020, 05:00 PM Job Schedule Full time Job Shift Day

Recomended Jobs


Date : 29 November 2020 | Company : YoWash, Inc. | Location : Sarasota

High volume of Data Entry with accuracy. Running errands (bank deposits, etc.). YoWash is an exciting new Laundromat Company which is building an enthusiastic…

  Vinyl Wrap Installer

Date : 29 November 2020 | Company : PrintWerks Inc. | Location : Bradenton

From cleaning and prep work to installing vinyl on all panel types and shapes, as well as prepping for delivery. Looking for an experienced vinyl wrapper.

  Retail Office Assistant

Date : 29 November 2020 | Company : Florida | Rooms To Go | Location : Bradenton

Prior customer service and data entry experience is preferred but we are willing to train the right person. With 8,500 employees and 200+ locations, Rooms To Go…

  Pharmacy Technician / Pharm Tech Apprenticeship

Date : 29 November 2020 | Company : WALGREENS | Location : Venice

This apprenticeship program gives you an entry point to a career in health care by guiding you in taking steps towards becoming a Pharmacy Technician…

  Customer Service Associate

Date : 29 November 2020 | Company : WALGREENS | Location : Venice

Registers customer purchases on assigned cash register, collects cash and distributes change as requested; Registers sales on assigned cash register, provides…