Chase Wealth Management - Private Client Advisor

Our Technology organization is a strong team with over 40,000 infrastructure engineers and software developers around the globe. Our technologists identify new opportunities in the Financial Services, using cutting-edge technologies and developing new mobile and digital platforms for consumers.

As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs-based marketing and promotion of investment products and services 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 clients 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, the 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 service throughout the investment process.

* At least 5 years of customer-facing investment, insurance and financial profiling experience (phone-based sales a plus) * Excellent communication and organizational skills * 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 * Strong compliance record in prior position(s) * Ability to create and foster strong partnerships with the branch employees and business partners * Track record that demonstrates exceptional ability to grow revenue, assets and client base * High achiever with entrepreneurial spirit * Strong business and investments acumen * Investment, insurance and financial planning experience required * Excellent track record from a legal and consummation of sale perspective * Bachelors degree preferre