JPMorgan Wealth Management – Financial Consultant – Tempe, AZ
Posted on: 5 Feb 2021
Tempe, AZ
Job Description
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, you 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
Bachelors degree preferred
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
