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Financial Advisor Associate - Oklahoma City

Chase

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Job Snapshot

Location:

Oklahoma City, OK 73111 ( map it!

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Employee Type:

Full-Time

Industry:

Banking - Financial Services

Manages Others:

Not Specified

Job Type:

Finance

Experience:

Not Specified

Travel:

None

Division:

Human Resources

Post Date:

11/5/2009

Contact Information

Ref ID:

090059564

Description

As a personal 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.

Requirements

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

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

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