Financial Advisor - North West Phoenix

  As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based selling of Investment products. This position requires you to conform to legal and regulatory requirements and guidelines associated with NASD, SEC, CISG and JPMorgan Chase. You will be required to demonstrate technical expertise, strong sales results in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional service throughout the sales process.


At least three years of financial service sales experience (phone-based sales a plus)
Excellent communication and organizational skills
NASD Series 7 & 63 licensing in addition to meeting and exceeding NASD continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License
CFP or equivalent preferred
Acceptable compliance record in prior position(s)
Investment sales, insurance and financial planning experience required
Excellent track record from a legal and consummation of sale perspective 
Bilingual Spanish / English preferred

JPMorgan Chase offers an exceptional benefits program to all eligible employees who work over 20 hours per week and a highly competitive compensation package.

 

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer M/F/D/V.