As a Chase Investment Services Corp. (CISC) Financial Advisor (Associate), you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies. This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC and JPMorgan Chase. You will also 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 investment sales process.
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