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RIS Sales Assistant- Prescott, AZ (Series 7 & 66 Licensed)JPMorgan Chase - Prescott, AZAs a Personal Financial Advisor Assistant (PFA Assistant), you will be actively involved in supporting the Personal Financial Advisor(s) in the sales and service of investment, fiduciary, banking and insurance products through a full service brokerage platform to JPMorgan Chase and non-JPMorgan Chase customers. The position reports to the Personal Financial Advisor(s), or in some cases the Investment Manager. You will be accountable for assisting in the achievement of designated sales revenue goals as determined by Chase Investment Services Group%27s Sales Management. This is accomplished through customer contact, relationship building, ongoing development of sales, financial planning, referral source management, technical and interpersonal skills. Additionally, you will support the Personal...originally from JPMorgan Chase - More Tools...
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