Remote Financial Advisor – Wealth Planning & Guidance

JPMorgan Chase; Columbus (OH); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health care benefits

Retirement savings plan

Tuition reimbursement

On-site wellness center

Job summary

Chase is seeking a Financial Advisor to deliver comprehensive financial planning and investment advice through a client-centric approach in a team-based office setting. You will remotely engage clients, educate them on technology options, and help monitor and manage investments to meet financial goals.

The role emphasizes licensing with Series 7 and Series 66, experience in financial services, and the ability to work across IRA, Roth IRA, Brokerage, Annuity and Managed Accounts.

Qualifications

• Active Series 7 license required.
• Active Series 66 license required or within 60 days of start.
• Must be licensed in all states.

Responsibilities

• Build rapport and credibility through solid market knowledge.
• Deliver exceptional client experience by tailoring conversations to diverse clients.
• Perform service-oriented transactions for advisory clients with high accuracy and professionalism.
• Provide advice on IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions.
• Understand client goals and develop investment strategies.

Skills

Series 7

Series 66 (63/65)

Licensing in all states

Education

Bachelor's degree preferred

Job description

Chase is seeking a Financial Advisor to deliver comprehensive financial planning and investment advice through a client-centric approach in a team-based office setting. You will remotely engage clients, educate them on technology options, and help monitor and manage investments to meet financial goals.

The role emphasizes licensing with Series 7 and Series 66, experience in financial services, and the ability to work across IRA, Roth IRA, Brokerage, Annuity and Managed Accounts.