About this role
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 Investments Direct , you will work in a team based 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
- Perform service–oriented transactions for advisory clients calling in, while maintaining a high standard of accuracy, responsiveness, and professionalism.
- 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
While fully licensed candidates are preferred, the firm may sponsor the Series 65 or Series 66 for highly qualified candidates who meet applicable licensing prerequisites.