Chase Wealth Management - Financial Advisor- McAllen, Texas (McAllen Neuhaus) Bilingual Spanish Required - JPMorgan Chase - McAllen, TX

Chase Wealth Management - Financial Advisor- McAllen, Texas (McAllen Neuhaus) Bilingual Spanish Required - JPMorgan Chase - McAllen, TX -

–

150110036

Job Description

Financial Advisor Affiliate

Enterprise Description:
Chase is the U.S. shopper and business banking enterprise of JPMorgan Chase & Co. (NYSE: JPM), a number one international monetary providers agency with belongings of $2.6 trillion and operations in additional than 60 nations We serve greater than 50 million shoppers and small companies by means of greater than 5,600 bank branches, 18,700 ATMs, bank cards, mortgage workplaces and on-line and cellular banking in addition to by means of relationships with auto dealerships.

Inside Chase,

Chase Wealth Management encompasses our Chase Personal Shopper (CPC) and Chase Funding Providers companies. Via a devoted group of a banker and J.P. Morgan Advisor, Chase Personal Shopper brings our prosperous shoppers concierge banking from Chase and entry to the funding experience from J.P. Morgan. Chase Funding Providers offers funding options to a broad vary of Chase clients via Chase Funding Advisors.

As a Chase worker, you may be a part of an organization that makes an actual distinction each day for our clients, our communities and ourselves. With a concentrate on customer support, you’ll put others first, do what is true and create options that make lives higher. We invite you to construct your profession on our robust basis and assist form what’s subsequent for you and for us.

Financial Advisor Affiliate Position:
As a Financial Advisor Affiliate, you’ll purchase and deepen relationships with shoppers by way of complete wants based mostly marketing and promotion of Funding merchandise inside our department surroundings. You’ll work with the Department Workforce to determine shopper wants, analyze buyer info, outline funding objectives, construct plans and make suggestions for shopper to realize their funding objectives and aims by way of particular person funding methods whereas assembly your asset and income targets. This place requires you to evolve to authorized and regulatory necessities and tips related to state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. Additionally, you will be required to exhibit technical experience, robust income outcomes and asset progress in investments and fiduciary merchandise, and powerful interpersonal expertise in addition to present distinctive shopper service.

All ultimate job titles and bank titles topic to expertise and qualifications.

Qualifications

Collection 7 & 63 registration required along with assembly FINRA persevering with schooling necessities, Collection 65 or 66 registration required and the suitable state Group 1 – Life and Variable Annuity License required

At the very least two years of buyer-dealing with funding, insurance, and monetary planning expertise required (telephone-based mostly sales a plus)

Monitor document that demonstrates distinctive potential to develop income, belongings and shopper base

Potential to create and foster robust partnerships with the department staff and enterprise companions

Wonderful communication and organizational expertise

Robust compliance document in prior place(s)

Robust enterprise and investments acumen

Excessive achiever with entrepreneurial spirit

Bachelor’s diploma most popular

JPMorgan Chase is an equal alternative and affirmative motion employer Incapacity/Veteran.

Job

Shopper Investments

Main Location

US-TX-Mcallen-McAllen Neuhaus / 01654

Group

CONSUMER & COMMUNITY BANKING

Schedule

Full-time

Job Sort

Normal

Shift

Day Job

Company Model

Chase

CLICK TO APPLY JOB

Tweet

Subscribe to receive free email updates: