Job Summary
The primary role involves developing and expanding a client portfolio by offering comprehensive financial planning services, tailored investment strategies, and connections to appropriate Chase partners for individuals and families. The position requires establishing and nurturing client relationships through effective financial coaching, extensive market knowledge, educational initiatives, digital banking assistance, all while emphasizing integrity and collaborative teamwork.
Responsibilities
- Build and cultivate a diverse book of business through effective financial planning and investment solutions.
- Foster relationships with clients via financial coaching and market insight.
- Ensure client education and support are paramount in service delivery.
- Facilitate connections to Chase partners as needed.
- Demonstrate a strong commitment to teamwork and integrity in all client interactions.
Qualifications
- Minimum of two years’ experience as a financial advisor or in a similar financial services role.
- Proven track record of successfully acquiring and retaining clients.
- Dedication to goals-oriented financial planning.
- Active Series 7, Series 66 (or Series 63/65), and Life, Health, and Long Term Care Insurance licenses, which may be acquired within 60 days of employment.
- Preferred qualifications include CFP certification and a bachelor’s degree.
