When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors.As a Wealth Advisor Development Associate at JPMorgan Chase & Co., you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors. You will pursue your desired career in the financial industry while cultivating long-lasting relationships. With motivation promoten by personal success, you will challenge yourself in a tailored training program that includes specialized coaching and one-on-one mentorship designed to help you gain the foundational skillset and product knowledge needed to evolve into becoming a successful Wealth Advisor.Job Responsibilities
Build and maintain a successful book of business upon gaining licensing
Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more
Build trust with clients and effectively manage relationships
Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
Understands and adheres to our risk management processes, policies and tools
Required qualifications, capabilities, and skills:
Series 7, 66 and SIE licenses required within 120 days from start
Proven ability to be a self-starter and work independently in a high-pressure environment
Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
Ability to communicate effectively with clients and provide financial solutions
Preferred qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience preferred
3 - 5 plus years of financial services experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransBase Pay/SalarySanta Barbara,CA $100,000.00 - $150,000.00 / year
