Build and grow a book of business by providing individuals and families with comprehensive financial planning, personalized investment solutions, and referrals to relevant Chase partners. Develop client relationships through financial coaching, market knowledge, client education, digital banking support, and a strong focus on integrity and teamwork. Candidates need at least two years of experience as a financial advisor or equivalent financial services experience, demonstrated success acquiring and maintaining clients, and a commitment to goals-based planning. An active Series 7 is required, along with an active Series 66 (or Series 63/65) and Life, Health, and Long Term Care Insurance licenses, which may be obtained within 60 days of starting; CFP certification and a bachelor’s degree are preferred.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
