Financial Consultant - Plano, TX
JPMorgan Chase Bank, N.A.
Plano, Texas, United States
Job type: fulltime
Job industry: Banking & Financial Services
At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a solid investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.As part of Consumer Banking, Financial Consultants are key members of the J.P. Morgan Securities service team dedicated to creating great client experiences. Financial Consultants work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. You are responsible for providing an exceptional investor experience by proposing advised solutions and Chase partner referrals that deepen client relationships. Financial Consultants create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions. You will be responsible for documenting all client conversations and meeting all regulatory requirements around these activities.What you will possessTeamwork and Influence. You champion and encourage your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You will rely on your personal drive, leadership and relationship-building skills to create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions.Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to mentor and support your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. One Chase Approach. Youprovide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.What you will receiveComprehensive compensation that includes a base salary and annual discretionary bonus.JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.ExperiencesAt least three years of financial services or brokerage experience strongly preferred Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism Ability to adapt conversations to meet the needs of a diverse client base across all 50 states Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), managed accounts and employee benefit programs preferred Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Ability to manage multiple priorities in a fast paced environment; adaptive to change Ability to be flexible between the hours of 8:00 am - 9:00 pm EST, Monday through Friday, and occasionally Saturdays, 8am-5pm. Licenses, Designations, and EducationA valid and active Series 7 A valid and active Series 66 (63/65) license is required A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam Bachelor's degree preferred JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.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