J.P. Morgan Advisors - Advisor Concierge, Vice President
Company: JPMorgan Chase & Co.
Location: Los Angeles
Posted on: August 7, 2022
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Job Description:
J.P. Morgan Advisors - Advisor Concierge, Vice President -"Job
Details" Job Identification 210324111 Job Category Operations
Support Locations Posting Date 07/28/2022, 04:09 PM Job Schedule
Full time Job Shift Day Job Description JPMorgan Chase & Co . is a
leading global financial services firm with assets of more than
$2.7 trillion, over 240,000 employees and operations in over 60
countries. It operates across four business segments including
Asset & Wealth Management, Corporate and Investment Banking,
Commercial Banking and Consumer and Community Banking. This role
will serve as the dedicated, single point of contact for advisors
in given location, making connections for the advisor across
Product, Service or Technology. This individual will answer advisor
questions directly as well as connect advisors to the appropriate
specialists, if needed. The goal of this role is to create a white
glove concierge service for advisors. Branch concierges will
connect advisors to 4 dedicated product specialists based on their
location: Investments, Banking, Lending and Wealth Planning &
Advice (WP&A). The individual will also troubleshoot issues
across technology, assisting advisors so they can focus on clients.
To be successful in this role, the individual will need to
understand advisor behavior and needs, be knowledgeable of the
evolving product and service landscape, and capable of partnering
with stakeholders across the organization to deliver exceptional
advisor experience. - Responsibilities:
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.As a
part of our commitment to health and safety, we have implemented
various COVID-related health and safety requirements for our
workforce. Employees are expected to follow the Firm's current
COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law. 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. We are here to help you manage your
money with checking, savings and credit cards, combining the latest
banking technology with comprehensive solutions to meet the
financial needs of nearly half of U.S. households. The Wealth
Management Specialist requires a Series 7 and 66 License and is
responsible for supporting the development of Financial Advisors
with the delivery of Practice Management concepts and tools. The
WMS supports and guides Advisors to strengthen their business and
help them through their journey of building a successful and
sustainable long-term practice. This individual will help advisors
engage with their clients with a strong foundation in Practice
Management Behaviors of Business Development, Business Management,
Financial Planning, Investment Strategy, Relationship Management
and Service. This role also supports market level leaders, helping
them coach advisors on these practice management behaviors. Other
attributes include, helping advisors with advice on the proper
investment strategies to help clients meet their financial goals,
tips on how to execute an effective client contact strategy and how
to use client relationship tools. The -Wealth Management Specialist
-is responsible for supporting the development of financial
advisors with the delivery of Practice Management concepts and
tools. JPMorgan Asset Management - US Funds Management seeks a
Client Advisor for the open role of covering Southern California
and Southern Nevada within the Institutional Advisor (IA) Channel
for JP Morgan serving RIA's, Bank & Trusts, and Family Offices to
provide coverage to clients. This Client Advisor will lead the
Integrated Team and have the primary responsibility of establishing
and growing JP Morgan clients with RIA's, Bank & Trusts and Family
Offices. The Client Advisor will work with these clients to
consultatively position mutual funds, ETF's, separately managed
accounts and alternative investments to increase assets under
management. This Client Advisor will also be responsible for
communicating JP Morgan's views on markets, retirement and
portfolio construction through the Guide to the Markets, Guide to
Alternatives and Portfolio Insights programs. J.P. Morgan Private
Bank has been helping the world's wealthiest individuals, families,
foundations, and endowments grow, manage, and sustain their wealth
through personalized, comprehensive financial solutions for more
than 160 years. J.P. Morgan is a global leader in asset and wealth
management with assets under supervision of $2.1 trillion and
assets under management of $1.4 trillion. With Private Bank
advisors in 110 offices in 25 states and 20 countries, the Private
Bank provides clients with a global perspective delivered through a
local, dedicated team of specialists focused on fundamental wealth
management disciplines, including investment management, wealth
planning, philanthropy, credit and banking.Description for Internal
Candidates Page J.P. Morgan Advisors - Advisor Concierge, Vice
President - JPMC Candidate Experience page Careers loaded IMPORTANT
NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE
Keywords: JPMorgan Chase & Co., Los Angeles , J.P. Morgan Advisors - Advisor Concierge, Vice President, Executive , Los Angeles, California
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