J.P. Morgan Wealth Management - Leave of Absence Financial Advisor

JPMorgan Chase • Chicago, IL

96d

About The Position

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 to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You 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.

Requirements

• 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

Nice To Haves

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree