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Financial Advisor - Location: Bristol, WI
| Details |
Country: USA
Location: Bristol WI
Total applied: 40
Location: Bristol, WI Jobs in Bristol, WI
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Financial Advisor - Location: Bristol, WI
JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.
If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website:www.jpmorganchase.com.
As a personal financial advisor, you will acquire and deepen relationships with clients through comprehensive needs based selling of Investment products. This position requires you to conform to legal and regulatory requirements and guidelines associated with NASD, SEC, CISG and JPMorgan Chase. You will be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the sales process.
REQUIREMENTS
At least three years of financial service sales experience (phone-based sales a plus)Excellent communication and organizational skillsNASD Series 7&63 licensing in addition to meeting and exceeding NASD continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity LicenseCFP or equivalent preferredAcceptable compliance record in prior position(s)Investment sales, insurance and financial planning experience requiredExcellent track record from a legal and consummation of sale perspective
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
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