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Financial Advisor Associate - Davis Branch, Sacramento, CA
From:
Company: JPMorgan Chase (see all of this employer's jobs)
Phone: 6142139404
Fax: 6142137479
 Apply by eMail:do_not_reply@invalidemail.com
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Job Reference ID:
5042914
Category:
Sales/Sales Management
Duration:
Fulltime, Permanent
City, ST:
Davis, California
Country:
United States |
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Description:
Chase Investment Services Financial Advisor A global financial powerhouse, J.P. Morgan Chase is an industry leader. With 100,000 employees in over 60 countries, we draw on a full range of capabilities to provide integrated financial solutions for institutions and individuals worldwide. What does this mean for you, the job seeker? Opportunity! Our broad range of financial services activities, from investment banking to retail banking to e-finance, offer an exceptional range of career options for individuals. If you are interested in working in an environment where leadership, excellence, initiative and diversity are among our core values, then explore the opportunities at JPMorgan Chase. This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, and Chase Investment Services Corp. You will also be required to demonstrate technical expertise, strong sales results in investment products, strong interpersonal skills as well as the ability to provide exceptional service. A successful financial advisor will be able to: Identify opportunities to expand client relationships
Prospect, manage and retain key clients
Understand the client's investment goals and objectives and develop a diversified investment plan and strategy to meet goals using developed models and recommended products
Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions
Market and implement investment solutions in accordance with client's asset allocation
Communicate current market strategies and portfolio structure with assigned clients
Coach Personal Bankers (Licensed) on our sales process and educate them on our investment products and services.
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 JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com/careers
Apply by eMail:do_not_reply@invalidemail.com
Job Created:
Wed Oct 07 2009 06:01:35 AM
Last Modified: Fri Nov 20 2009 06:20:25 AM
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