In Chase Investments Direct (CID), as a Financial Consultant you will work in a team based environment
to offer comprehensive financial planning and advice to clients by helping to identify appropriate
products/services that meet all of their financial needs. You are responsible for providing an exceptional
client experience through remote channels by understanding client needs and helping them achieve
their financial goals. You have a passion for educating clients on the technology and channels available
to them to better monitor, maintain, and handle their investments.
What you will possess:
• 3 years of relevant Financial services or brokerage experience preferred
• Solid understanding of financial markets, and can effectively simplify complex financial concepts
while building rapport and credibility with our clients
• Ability to adapt conversations to meet the needs of a diverse client base
• Familiarity with investment acumen, including a broad range of investment products, Individual
Retirement Accounts (IRAs), managed accounts and employee benefit programs preferred
• Thoroughly understand client needs and provide advice and strategies to achieve their
investment goals
• Extremely organized and detail oriented, demonstrating working knowledge of Windows,
Microsoft Office software (Word, Excel, PowerPoint etc.)
• Ability to create and foster strong partnerships with business partners, working independently
as well as in a team environment while fostering a divere and inclusive culture
• Be an active part of a collaborative team and share best practices
• Ability to manage multiple priorities in a fast- paced environment; adaptive to change
• Deliver an exceptional client experience consistently
• Document all client conversations and meet all regulatory requirements around these activities
What you will need:
. If you were registered after October 1, 2018 you must also have a valid and active Securities
Industry Essential (SIE) exam
. 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
. Valid and active insurance Licenses with the Life, Health and Variable lines of authority required
or may be obtained within 60 days of starting in the role as a condition of employment
. Bachelor's degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.Chase 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