Remote Financial Advisor: Investment Planning & Advice

Aumni; Columbus (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

Chase Consumer & Community Banking is seeking a Financial Advisor to deliver comprehensive financial planning and investment advice through a client-centric, advisor-led approach. You will work in a team-based office environment and support clients via remote channels, guiding them toward their financial goals with appropriate products and services.

The role emphasizes education of clients on available technology and channels to monitor investments, while providing an exceptional client

Qualifications

• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license required or ability to obtain within 60 days of starting in the role as a condition of employment.
• This role requires you to be licensed in all states.

Responsibilities

• Leverage solid understanding of financial markets to simplify complex financial concepts while building rapport and credibility with our clients.
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base.
• Perform service-oriented transactions for advisory clients calling in, while maintaining a high standard of accuracy, responsiveness, and professionalism.
• Possess and continue building on a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions.
• Understand client needs and provide advice and strategies to achieve their investment goals.
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast-paced environment; adaptive to change.

Education

Bachelor's degree

Job description

Chase Consumer & Community Banking is seeking a Financial Advisor to deliver comprehensive financial planning and investment advice through a client-centric, advisor-led approach. You will work in a team-based office environment and support clients via remote channels, guiding them toward their financial goals with appropriate products and services.

The role emphasizes education of clients on available technology and channels to monitor investments, while providing an exceptional client