Wealth Management Specialist jobs in San Bernardino, CA
Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist jobs
J.P. Morgan Wealth Management - Private Client Advisor - Palm Desert, CA
- JPMC Candidate Experience page
-
Palm Desert, CA
FULL_TIME
-
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.
Job responsibilities- 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 your clients 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 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
Required qualifications, capabilities, and skills- 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
Preferred qualifications, capabilities, and skills- 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. - 1 Month Ago
J.P. Morgan Wealth Management - Private Client Advisor - Victorville, CA
- JPMC Candidate Experience page
-
Victorville, CA
FULL_TIME
- 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 comm...
- 1 Month Ago
J.P. Morgan Wealth Management - Private Client Advisor - Victorville, CA
- JPMorgan Chase
-
Victorville, CA
FULL_TIME
- 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 comm...
- 1 Month Ago
Pest Management Specialist
- DEWEY PEST CONTROL
-
Thousand Palms, CA
FULL_TIME
- Would you like to join one of the largest family owned pest management companies in California and the U.S.? We are seeking goal-oriented, outside Sales Representatives with a proven track record to j...
- Just Posted
Vendor Management Specialist
- Aptara
-
Rialto, CA
CONTRACTOR
- Seeking an Order Management Specialist to manage and support the order process for vegetation management. Business hours for this role is 7am-3:30pm Monday-Friday with overtime as needed. Pay: $35.62/...
- Just Posted
Order Management Specialist
- Aptara
-
Rialto, CA
CONTRACTOR
- Seeking an Order Management Specialist to manage and support the order process for vegetation management. Business hours for this role is 7am-3:30pm Monday-Friday with overtime as needed. Pay: $35.62/...
- Just Posted
Filters
- Current Active Filter
- San Bernardino, CA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Wealth Management Specialist jobs found in San Bernardino, CA area
Behavior Technician
- Communication A to Z Inc
-
San Bernardino, CA
- Job Description Job Description We have openings in several areas Providing support to clients living in residential hom...
- 4/25/2024 12:00:00 AM
Behavior Technician
- Communication A to Z Inc
-
Fontana, CA
- Job Description Job Description We have openings in several areas Providing support to clients living in residential hom...
- 4/25/2024 12:00:00 AM
Behavior Technician
- Communication A to Z Inc
-
Riverside, CA
- Job Description Job Description We have openings in several areas Providing support to clients living in residential hom...
- 4/25/2024 12:00:00 AM
Behavior Technician
- Communication A to Z Inc
-
Ontario, CA
- Job Description Job Description We have openings in several areas Providing support to clients living in residential hom...
- 4/25/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Loma Linda, California
- MileHigh Adjusters Houston Inc
-
Loma Linda, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/24/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Bloomington, California
- MileHigh Adjusters Houston Inc
-
Bloomington, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/24/2024 12:00:00 AM
Behavior Technician
- Communication A to Z Inc
-
Moreno Valley, CA
- Job Description Job Description We have openings in several areas Providing support to clients living in residential hom...
- 4/23/2024 12:00:00 AM
Independent Insurance Claims Adjuster in Apple Valley, California
- MileHigh Adjusters Houston Inc
-
Apple Valley, CA
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/22/2024 12:00:00 AM
About San Bernardino, California
According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water.
The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$78,723 to $125,742
San Bernardino, California area prices
were up 3.0% from a year ago
were up 3.0% from a year ago
What does a Wealth Management Specialist do?
Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020