Financial Advisor Associate - Richardson Square (Vietnamese
JPMorgan Chase - Richardson, TX

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Job Title: Financial Advisor Associate - Richardson Square (Vietnamese preferrred), TX
Profession: Banking -> Investment Banking

Title: Financial Advisor Associate - Richardson Square (Vietnamese preferrred), TX
Location: TX-Richardson

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. CISC, a member of FINRA and SIPC, is an affiliate of JPMorgan Chase Bank, N.A.
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  • 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
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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

Desired Attributes

Profession: Banking -> Investment Banking
Business Unit: Sales Support
Duties/tasks - Brokerage Services/Investment Banking : Perform analysis
Duties/tasks - Brokerage Services/Investment Banking : Build/maintain long term client relationships
Duties/tasks - Brokerage Services/Investment Banking : Assist clients in assessing financial needs
Duties/tasks - Brokerage Services/Investment Banking : Structure financial products
Duties/tasks - Brokerage Services/Investment Banking : Trade investment products
Management/Supervisory Skills: Analyze market conditions/developments
Management/Supervisory Skills: Develop/evaluate investment objectives
Duties/tasks - Sales Support: Serve as liaison between various business units
Duties/tasks - Sales Support: Respond to client requests
Duties/tasks - Sales Support: Review margin calls and credits/debits
Duties/tasks - Sales Support: Prepare financial/market analysis and research

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