At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a solid investment product and thought leadership platform along with cutting edge digital technology, you’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As part of Consumer Banking, Financial Consultants are key members of the J.P. Morgan Securities service team dedicated to creating great client experiences. Financial Consultants work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. You are responsible for providing an exceptional investor experience by proposing advised solutions and Chase partner referrals that deepen client relationships. Financial Consultants create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions. You will be responsible for documenting all client conversations and meeting all regulatory requirements around these activities.
What you will possess
Teamwork and Influence. You champion and encourage your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You will rely on your personal drive, leadership and relationship-building skills to create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions.
Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to mentor and support your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
One Chase Approach. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
What you will receive
Comprehensive compensation that includes a base salary and annual discretionary bonus.
JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
At least three years of financial services or brokerage experience strongly preferred
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), managed accounts and employee benefit programs preferred
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Ability to be flexible between the hours of 8:00 am – 9:00 pm EST, Monday through Friday, and occasionally Saturdays, 8am-5pm.
Licenses, Designations, and Education
A valid and active Series 7
A valid and active Series 66 (63/65) license is required
A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
Bachelor’s degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.