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A career as a Financial Advisor can bring together investment expertise, relationship building, and the opportunity to help clients make informed decisions about their financial goals. The Financial Advisor (Associate) position with Chase Investment Services Corp. offers experienced financial professionals the opportunity to develop client relationships, identify investment needs, and create individualized strategies within a collaborative branch environment.
In this role, you’ll work closely with branch partners to understand client objectives, analyze financial information, recommend investment solutions, and provide exceptional service throughout the investment sales process. The position is particularly suited to professionals with investment sales, insurance, and financial planning experience who can combine strong sales performance with excellent communication, organization, regulatory awareness, and relationship-management skills.
Financial Advisor Job Description
As a Chase Investment Services Corp. (CISC) Financial Advisor (Associate), you will acquire and deepen relationships with clients through comprehensive needs-based marketing and promotion of Investment products within our branch environment. You Financial Advisor will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies. This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC, and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the investment sales process.
If you’re interested in working in an environment where leadership, excellence, integrity, and diversity are among our core principles, then explore the opportunities at JPMorganChase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com. CISC, a member of FINRA and SIPC, is an affiliate of JPMorgan Chase Bank, N.A.
Financial Advisor Qualifications
- FINRA Series 7 and 63 licensing required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 – Life and Variable Annuity License
- Series 65 and/or 66 licenses preferred (If you do not currently hold these licenses, you will be required to obtain them)
- At least two years of financial service sales experience (phone-based sales a plus)
- Ability to integrate with bank partners within the branch and be a team player
- Excellent communication and organizational skills
- Acceptable compliance record in prior position(s)
- Investment sales, insurance, and financial planning experience required
- A track record that demonstrates exceptional sales production
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V
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Overall, the Financial Advisor (Associate) position offers an opportunity for experienced financial services professionals to apply their investment knowledge and sales expertise while developing meaningful client relationships. With its focus on needs-based financial guidance, investment solutions, regulatory compliance, and collaboration within a branch team, the role provides a dynamic environment for professionals seeking to advance their Financial Advisor career.
