01 Jun
JPMorgan Wealth Management - National Branch - Financial Advisor - Elgin, IL
Illinois, Elgin , 60120 Elgin USA

Vacancy expired!

In JPMorgan Investments Direct, as a Financial Advisor , you will work in a team based 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.What you will possess: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

What you will need:A valid and active Series 7

A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

This role requires you to be licensed in all states

Bachelor's degree preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans

Vacancy expired!

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