Chase · 14 hours ago
J.P. Morgan Wealth Management - Annuity Advisor - Tempe, AZ
100 W University Dr, Tempe, AZ, 85281, US
Full-time
Onsite
Mid Level
$71K/yr - $105K/yr
3+ years expChase is a leading financial institution offering innovative financial solutions. The Annuity Advisor role involves providing annuities planning and advice to clients, ensuring an exceptional client experience while helping them achieve their financial goals.
BankingFinancial Services
Responsibilities
Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively 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
Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients
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 especially in the context of evolving financial markets and regulations
Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance
Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients
Qualification
Required
A valid and active Series 7
A valid and active Series 66 (63/65) license is required
Life and Health Insurance licenses (This role requires you to be licensed in all states)
Be flexible and adaptable, especially when working under pressure
Use critical thinking and logic to solve problems, and think creatively and 'outside the box.'
Organize your tasks and manage your time well to handle multiple priorities effectively
Preferred
3 years of relevant Financial services or brokerage experience preferred
2 Years experience servicing and or sales of Annuities Product
Bachelor's degree preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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