Financial Advisor Associate

Status:Full Time, EmployeeJob Ref Code:120004143Job Location:Sonoma, Ca 95476   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 Read more […]

August 20, 2011 • Tags: , , , • Posted in: General • Comments Off on Financial Advisor Associate

Management Trainee

Regardless of college major or professional experience, nearly 100% of our full-time employees start out in our Management Training Program. This allows everyone to learn our business from the ground up and understand how they play a significant role in seeing it succeed.Once you’ve completed your initial orientation and training, you’ll be assigned to a branch office in your home area and the hands-on training begins. You’ll learn valuable business skills from capable mentors who were once in your shoes. Nearly 100% of all our managers and corporate executives started out as Management Trainees.During Read more […]

October 4, 2008 • Tags: , , , , , • Posted in: General • Comments Off on Management Trainee