Financial Advisor Associate Green Bay, WI
JPMorgan Chase - Green Bay, WI

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Job Description

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.

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V


Consumer Investments

Primary Location

US-WI-Green Bay-Green Bay Main / 55783


Retail Financial Services



Job Type



Day Job

Employee Status


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