J.P. Morgan
Job Description:
The Chase Wealth Management Investment Product Specialist will work in partnership with financial advisors and regional investment management to increase client engagement, client satisfaction, and improve business performance through advisor coaching.
Job Requirements:
Qualification & Experience:
- Experience with managed and brokerage account sales
- Broad knowledge base of a very wide variety of investment, capital market, and financial planning concept
- Experience with financial planning concepts and goals-based planning software
- Ability to effectively educate advisors that have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- 5-10 years of financial services sales experience, including investment product experience
- Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
- Deep investment and product knowledge and the ability to articulate complex investment ideas
- Proven leadership experience and ability to effectively partner with others
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Organizational and project management skill; proven ability to manage multiple priorities
- CFP, CIMA, or CFA designation preferred, but not required.
- Valid Series 7, 66 registration
- Exceptional written skills and strong executive communications experience
Job Details:
Company: J.P. Morgan
Vacancy Type: Full Time
Job Location: Orlando, FL, US
Application Deadline: N/A
