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 Select Financial Advisor in Chase Wealth Management, you will offer financial planning and advice to complex investment relationships. You will do this through asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation.
Job responsibilities
- Acquire and deepen relationships with both existing and new clients through comprehensive needs based marketing and promotion of Investment products within your team environment.
- Work with your Senior Advisor to identify client needs, analyze customer information, define investment goals, build plans, and make recommendations for clients to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets.
- Develop and maintain financial and investment relationships with High Net Worth individuals, while appropriately managing client assets and brokerage accounts.
- Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations while working within a team environment.
- Educate clients and prospects on the Wealth Management platform offerings of JP Morgan Asset management.
Required qualifications, capabilities, and skills
- At least 1 year of customer-facing investment, insurance and financial profiling and sales experience (phone-based sales a plus).
- Excellent communication and organizational skills.
- Strong compliance record in prior position(s).
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements and the appropriate state Group – 1 Life and Variable Annuity License.
- Ability to create and foster strong partnerships with COI's and business partners.
- Track record that demonstrates exceptional ability to grow revenue, assets and client base.
- High achiever with entrepreneurial spirit.
- Strong business and investments acumen.
- Investment, insurance and financial planning experience.
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