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CCB - Chase Wealth Management - Financial Advisor Associate - Clarkston, MI Area

Job Description

Financial Advisor Associate
 

Business Description:

Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.

 

Within Chase, Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.

 

As a Chase employee, you will be part of a company that makes a real difference every day for our customers, our communities and ourselves. With a focus on customer service, you will put others first, do what is right and create solutions that make lives better. We invite you to build your career on our strong foundation and help shape what is next for you and for us.

 
Financial Advisor Associate Role:
As a Financial Advisor Associate, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment.  You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets.  This position requires you to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.
 
All final job titles and bank titles subject to experience and qualifications.
  • Series 7 & 63 registration required in addition to meeting FINRA continuing education requirements,  Series 65 or 66 registration required and the appropriate state Group 1 - Life and Variable Annuity License required
  • At least two years of customer-facing investment, insurance, and financial planning experience required (phone-based sales a plus)
  • Track record that demonstrates exceptional ability to grow revenue, assets and client base
  •  Ability to create and foster strong partnerships with the branch employees and business partners
  • Excellent communication and organizational skills
  • Strong compliance record in prior position(s)
  • Strong business and investments acumen
  • High achiever with entrepreneurial spirit
  • Bachelor's degree preferred 
Req #: 160051175
Location: Clarkston, MI US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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