JPMorgan Wealth Management - Investments Direct - Financial Advisor

JPMorgan Chase & Co. • Columbus, OH

21d • $64,600 - $90,000

About The Position

As a Financial Advisor in JPMorgan Investments Direct, you work in a team-based office environment to offer comprehensive financial planning and advice to clients. You help identify products and services that meet their financial needs and provide an exceptional client experience through remote channels by understanding their needs and helping them achieve financial goals. You also educate clients about technology and channels they can use to monitor, maintain, and manage their investments.

Requirements

• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license, or the ability to obtain it within 60 days of starting in the role as a condition of employment.
• Must be licensed in all states.

Nice To Haves

• Three years of relevant financial services or brokerage experience.
• Bachelor’s degree.
• Fully licensed candidates are preferred; the firm may sponsor the Series 65 or Series 66 for highly qualified candidates who meet applicable licensing prerequisites.

Responsibilities

• Use a solid understanding of financial markets to simplify complex financial concepts while building rapport and credibility with clients.
• Deliver an exceptional client experience by adapting conversations to the needs of a diverse client base.
• Perform service-oriented transactions for advisory clients who call in, maintaining accuracy, responsiveness, and professionalism.
• Build and maintain knowledge of investment products and account types, including IRA, Roth IRA, brokerage, annuity, and managed account solutions.
• Understand client needs and provide advice and strategies to help achieve their investment goals.
• Maintain personal organization and manage multiple priorities in a fast-paced environment while adapting to change.
• Educate clients on technology and channels available to monitor, maintain, and manage their investments.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed