JPMorganChase
J.P. Morgan’s Wealth Management is seeking a Personal Advisor to grow its new remote advice channel, providing financial guidance to a broader range of clients. In this role, you will partner with clients to create custom financial plans, match them with investment portfolios, and offer ongoing advice through video or phone appointments. The position supports a full book of clients within a full-time based office environment to help them navigate shifting financial priorities and achieve their goals.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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JPMorganChase didn’t post a salary, so this is our estimate from similar listings.