J.P. Morgan Wealth Management - Annuity Advisor
J.P. Morgan Wealth Management - Annuity Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
As a Annuity Advisoryou will work in a team based office environment tooffer annuities planning and advice to clients by helping toidentify appropriate products/services that meet all of their financial are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products technology and channels available to them to better monitor maintain and handle their investments.
Job responsibilities:
- Leverage a solid understanding of financial markets with a particular emphasis on annuities to effectively simplify complex financial concepts while building rapport and credibility with our clients.
- Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
- Possess and continue building on a broad range of investment products with a primary focus on annuity products and account types to provide comprehensive solutions to clients.
- Understand client needs and provide advice and strategies to achieve their investment goals
- Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
- Engage with clients through calls to educate them on annuity products providing clear explanations and guidance.
- Build and keep strong connections with colleagues and outside partners to promote annuity solutions strengthen relationships and provide personalized financial advice to clients.
Required qualifications capabilities and skills:
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
- Life and Health Insurance licenses (This role requires you to be licensed in all states)
- Be flexible and adaptable especially when working under pressure.
- Use critical thinking and logic to solve problems and think creatively and outside the box.
- Organize your tasks and manage your time well to handle multiple priorities effectively.
Preferred qualifications capabilities and skills:
- 3 years of relevant Financial services or brokerage experience preferred
- Bachelors degree preferred
Qualifications
3 years of relevant Financial services or brokerage experience preferred
Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clients
Ability to deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
Familiarity with a broad range of investment products and account types including IRA Roth IRA Brokerage Annuity and Managed Account solutions
The capability to understand client needs and provide advice and strategies to achieve their investment goals
A high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires you to be licensed in all states
Bachelors degree preferred
Required Experience:
Unclear Seniority
Employment Type
Full-Time
