Customer Service and Support, Finance, Economics, Banking
The Chase Wealth Management Financial Advisor Development Program’s mission is to recruit, develop and retain a diverse pipeline of high-performing Financial Advisors.
What is the opportunity?
This is a 24-36 month program that equips participants with foundational knowledge and skills as they experience multiple roles within our branch organization. The program will entail a three part rotation through our bank platform enabling the participant to develop a solid understanding of the Chase Wealth Management platform and banking structure starting as a Relationship Banker with the ultimate end goal of becoming a Financial Advisor with a Certified Financial Planning (CFP) designation.
During this program you will complete the Securities Industry Essential (SIE) exam, revised Series 7 top off exam and 66 licenses and the appropriate state Group 1 - Life and Variable Annuity License. Once you become a Financial Advisor, you will be armed with customer obsessed skills and a deep understanding of our products and services, ensuring you are ready to deliver upon our promise - helping customers make the most of their money.
What you will possess
Teamwork and Influence. You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
Customer Obsession. You provide a holistic view of clients’ needs.
One Chase Approach. 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 receive
Compensation that includes a base salary and guaranteed monthly incentive. 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.
What experience are we looking for?
We want people with diverse backgrounds and work experience.
Someone who enjoys a fast-paced, highly productive environment with a strong desire to connect customers to technology.
At least 3 years of experience in delivering exceptional customer service
New Orleans Atlanta Orlando Chicago Lexington Cincinnati / Columbus New Jersey Brooklyn / Long Island / Manhattan Connecticut Riverside and San Jose, CA North LA Austin / Houston / San Antonio Colorado Nevada Arizona Oregon Seattle, WA
At this time the Advisor Development Program will not be considering candidates with current FINRA Series 6, 7, 63, 65 and 66 licenses. We will accept applicants with SIE, CFP, CFA and L&H/Group I.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About J. P. Morgan Chase
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.