Investment Product Specialist - Chase Wealth Management - Los Angeles/Pasadena/North Orange County, CA area - JPMorgan Chase - Irvine, CA

Investment Product Specialist - Chase Wealth Management - Los Angeles/Pasadena/North Orange County, CA area - JPMorgan Chase - Irvine, CA -

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160021345

Job Description

Chase Wealth Management – Investment Product Specialist

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.three 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 via relationships with auto dealerships.

Inside Chase, Chase Wealth Management encompasses our Chase Personal Shopper (CPC) and Chase Investment Providers companies. By means of a devoted staff 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 Investment Providers supplies funding options to a broad vary of Chase clients by way of Chase Investment Advisors.

As a Chase worker, you’ll be a part of an organization that makes an actual distinction each day for our clients, our communities and ourselves. With a give attention to customer support, you’ll put others first, do what’s proper 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.

Overview of Position:
The Chase Wealth Management Investment Product Specialist will work in partnership with regional sales management to drive elevated funding sales, success round internet new cash and income objectives, and conduct ongoing advisor and market director improvement by way of new advisor coaching, regional sales calls, webinars, native workshops and position play periods and one on one teaching. This place will collaborate with Advisors to articulate present funding views, our funding course of and philosophy, present recommendation round monetary planning, and place funding and credit score options. Investment Product Specialists will tackle product inquiries and companion with Advisors to deal with shopper objections, aggressive hurdles and perceived funding gaps. Different duties embrace aiding with using numerous monetary planning and shopper sales associated instruments, take part within the improvement of content material for Advisor coaching and Advisor targeted sales calls, help within the recruiting course of and take part in regional management conferences, and enterprise evaluations.

Key Duties:
Improve CWM belongings, and income by means of elevated funding sales

Function main level of contact for Advisors on funding options and technique

Be the CWM funding product material skilled

Give attention to ongoing advisor improvement by way of new advisor coaching, superior coaching workshops/position performs and one to at least one teaching periods

Coordinate with CWM technique and product improvement groups to help managed product and brokerage sales improvement

Lead advisor and targeted sales calls and help with offering funding content material

Associate with Regional Director, Market Director and Supervisory Managers to develop funding enterprise, coach advisors, recruit exterior advisors and mitigate danger inside the area.

Qualifications

Qualifications:
5-10 years of monetary providers sales expertise, together with funding product expertise

Confirmed management expertise and skill to successfully associate with others

Deep funding and product information and the power to articulate complicated funding concepts

Expertise with managed and brokerage account sales

Distinctive written expertise and powerful government communications expertise

CFP, CIMA, or CFA designation most popular, however not required.

Collection 7, 66 registration

Organizational and undertaking management talent; confirmed potential to handle a number of priorities

Should be capable of reveal flexibility and adaptableness and skill to work beneath strain

Robust presentation and shutting expertise

Consultative nature and character

Capacity to journey commonly. Legitimate driver’s license is required.

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

Job

Relationship Management/Gross sales

Main Location

US-CA-Irvine-Irvine – Jamboree Middle / 52988

Different Places

US-CA-Los Angeles-Century Metropolis / 42448, US-CA-Los Angeles-Santa Monica and Overland / 50918

Group

CONSUMER & COMMUNITY BANKING

Schedule

Full-time

Job Sort

Commonplace

Shift

Day Job

Journey

Sure, 75 % of the Time

Company Model

J.P. Morgan

SUBMIT YOUR CV HERE

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