J.P. Morgan Wealth Management Leave of Absence Financial Advisor
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 64600 - 90000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
At J.P. Morgan Chase our passion for client success drives everything we do. We empower our employees and foster meaningful relationships ensuring every interaction is exceptional. Our commitment to diversity and inclusion is at the heart of our culture. Leveraging innovative digital technology and a robust investment platform we deliver tailored solutions for every client. Join us and be the face of a brand that sets the standard for extraordinary service and results.
As a Financial Advisor in JPMorgan National Branch Investments Direct you will work in a team based office environment tooffer comprehensive financial 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 the technology and channels available to them to better monitor maintain and handle their investments.
Job responsibilities:
- Champion and support your teammates success and the goals of the bank while fostering a culture of diversity
- 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 3 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in 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
- 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
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
