Financial Advisor- Grass Valley, CA Job in Grass Valley 95945, California US
Status:Full Time, Employee
Job Ref Code:120012309
Job Location:Grass Valley, Ca 95945
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 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.
- Excellent communication and organizational skills
- FINRA Series 7, 63 licensing in addition to meeting and exceeding FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License
- Series 65 or 66 license required
- Impeccable compliance record in prior position(s)
- At least 3 years of Investment sales, insurance and financial profiling experience required
- Proven ability to follow a compliant sales process
Chase Investment Services, a division of 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.