We will be hiring both Financial Consultants and Sr Financial Consultants.

Financial Consultant; With at least 3 years' experience, you will work in a team environment to offer a holistic goals-based planning approach to help clients achieve all of their financial planning goals through remote channels.

Sr Financial Consultant ; With at least 5 years' experience, y ou will build long-term, dedicated relationships with clients by delivering personalized financial advice and planning strategies in the short, medium and long term through a holistic goals-based planning approach.

What you will possess:

• Experience and understanding of investments, wealth planning, credit and banking concepts

• Ability to have a "solution-oriented" mindset to work towards best possible outcomes for all clients across multiple geographies

• Leverage a holistic goals-based planning approach to help clients achieve their financial planning goals

• Strong performance and track record of converting high quality leads into new clients and helping to maintain those relationships

• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day

• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

• Passion for educating clients on the digital products available to them to better monitor, maintain, and handle their financial goals.

Requirements:

• At least 3 years of relevant Financial services or brokerage experience strongly preferred with focus on financial planning and relationship management background

• A valid and active Series 7

• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

• Bachelor's degree preferredChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans