Apply Now    

CCB - Financial Advisor Associate - Chase Wealth Management - Cleveland, OH Area (East)

Req #: 170102344
Location: Chesterland, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 1000 US Dollar (USD)
As a Chase Investment Services Corp. (CISC) Financial Advisor (Associate), you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment.  You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies.  This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the investment sales process.
 
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 JPMorganChase.  
Chase Investment Services Corp is a member of FINRA and SIPC, is an affiliate of JPMorgan Chase Bank, N.A.
  • FINRA Series 7 and  63 licensing required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License
  • Series 65 and/or 66 license preferred (If you do not currently hold these licenses, you will be required to obtain them)
  • At least two years of financial service sales experience (phone-based sales a plus)
  • Ability to integrate with bank partners within the branch and be a team player
  • Excellent communication and organizational skills
  • Acceptable compliance record in prior position(s)
  • Investment sales, insurance and financial planning experience required
  • Track record that demonstrates exceptional sales production

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package. 

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.