J.P. Morgan Wealth Management National Branch Financial Advisor - Chicago, IL - JPMorgan Chase & : Job Details

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience. This is the team for you. - As a Financial Advisor, in JPMorgan National Branch Investments Direct, you will work in a team based hybrid office 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. Job responsibilities:

• Leverage solid understanding of financial markets to effectively simplify complex financial concepts while building rapport and credibility with our clients
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base -
• Possess and continue building on a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions -
• Understand client needs and provide advice and strategies to achieve their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change Required qualifications, capabilities, and skills:
  • 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 Preferred qualifications, capabilities, and skills:
    • 3 years of relevant Financial services or brokerage experience preferred
    • Bachelor's degree preferred #J-18808-Ljbffr