Posted in General Business 30+ days ago.
Type: Full-Time
As a Chase Wealth Management Investment Product Specialist you will work in partnership with financial advisors and regional investment management to increase client engagement, client satisfaction, and improve business performance through advisor coaching.
What you will represent:
A Mentor. You are a mentor to our advisors by providing coaching and training on Goals-Based Planning, specifically helping advisors use our software effectively, creating quality analyses for their clients, and presenting the financial plan.
A Resource. You will be an asset for practice management related matters including, but not limited to, executing a contact strategy, building strong branch partnerships, and segmenting a book. You will also train advisors how to interact effectively with their branch-based partners in order to create a branch environment that is equipped to meet client needs in all aspects of their financial life.
An Expert. You will help with both new launches and how to position investment solutions relative to other strategies to help advisors to frame it to their financial objectives
A Partner. You are considered part of the senior leadership team for your respective markets and will collaborate extensively with Market Directors of Wealth Management, as well as engage with regional leadership to conduct ongoing advisor development through new advisor training, regional calls, webinars, local workshops, role and business reviews.
What you will receive:
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.
Licenses, Designations, Skills, and Education:
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
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