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 National Branch Investments Direct,you will work in a team based hybrid 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 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
J.P. Morgan Wealth Management - Central South Division - Executive Director, Strategy and Execution Lead - (Plano, TX, Multiple locations, Florida, Atlanta, GA)
As a Strategy and Execution lead, you will partner closely with Chase Wealth Management's Divisional Directors and Regional Directors to develop a strategic approach to engaging with Select Advisors and help drive the strategy and execution of Chase Wealth Management's Select Advisor Group's priorit...
UBS Wealth Advice Center Financial Advisor
The UBS Wealth Advice Center (WAC) is a team of wealth management professionals dedicated to providing financial solutions and quality advice and guidance to affluent clients. Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed fi...
J.P. Morgan Wealth Management - Private Client Advisor - Allen/ Rockwall/ Murphy, TX
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Chase is a leading financial services firm, helping nearly half of...
Vice President of Sales – Wealth Management
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. This onsite position is located in Plano, WA. Be the voice of Fisher Investments to prospective cl...
J.P. Morgan Wealth Management - Private Client Advisor - McKinney, TX
Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni...
J.P. Morgan Wealth Management - Retirement Client Consultant, Associate
A successful Retirement Client Consultant will have a service and acquisition mindset, as they help to assist and educate current clients and prospects on the Retirement offerings available within the existing Advisor model at JPMorgan Wealth Management. Morgan Wealth Management, offers. As a Retire...
Financial Management Staff / Lvl 4 / Grand Prairie, TX
The MFC Training and Development (T&D) Team is seeking a Financial Management Staff to support the development and execution of Training and ransformation projects. As a financial management staff you will be a key integrator between Business Transformation initiatives, Training and Development cont...
J.P. Morgan Wealth Management - Senior Product Associate in Wealth Management Servicing
As a Senior Product Associate in Wealth Management Servicing, you will contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our operations and advisors. ...
Financial Advisor - The Colony, TX - Market 23, Region 193
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office ...
J.P. Morgan Wealth Management – Licensed Investment Professional
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Morgan Wealth Management, we have an enthusiasm for helping our clie...