Chase Wealth Management
Financial Advisor Licensing
Grand Rapids, MI (Northland Dr)
Req #: 190026165
Job Category: Wealth Management
The Financial Advisor In Licensing (FAL) will enter into an eight week structured training program with the goal to obtain all of the necessary licenses to perform in the Financial Advisor Associate role. Upon successful completion of this training program, the Trainee will be transitioned into the FAA role once a viable hub is identified.
You are required to obtain your Series 7 license within 60 days of your transfer into the Financial Advisor Associate Trainee role.
Should you fail to pass any of the required licensing exams on your first attempt or fail to fulfill any other requirements to obtain the licenses, you will not meet the qualifications of the Financial Advisor Associate role, and will be removed from that role.
Demonstrates a strong level of Investment Sales/Referrals including: Self-motivated, assertive, performs well in a competitive sales environment
Prior participation in investment-related activities
Meets stated goals and utilizes designated marketing and promotion process, with strength in the areas of working the phone and lobby and profiling to gather assets
Team Effectiveness: Contributes to overall team, forms partnerships, successful integration with branch
Communicates clearly and effectively, shares critical information to facilitate successful performance
Customer Service: Promotes customer service excellence, meets expectations of internal and external customers.
A minimum of 1 year in the PB Role generating PVCs
Success at generating Total and Investment PVCs
College degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Jpmorgan Chase & Co.