Chase · 6 days ago
J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
50 Rowes Wharf, Boston, MA, 02110, US
Full-time
Onsite
Entry Level
$56K/yr - $58K/yr
3+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Wealth Advisor Development Associate, you will pursue a career in the financial advisor industry while cultivating long-lasting relationships and participating in a tailored training program designed to help you gain the foundational skillset needed to evolve into a successful Wealth Advisor.
BankingFinancial Services
Responsibilities
Build and maintain a successful book of business upon gaining licensing
Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more
Build trust with clients and effectively manage relationships
Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
Understands and adheres to our risk management processes, policies and tools
Qualification
Required
Series 7, 66 and SIE licenses required within 120 days from start
Proven ability to be a self-starter and work independently in a high-pressure environment
Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
Ability to communicate effectively with clients and provide financial solutions
Preferred
Bachelor's degree or equivalent experience preferred
3 – 5 plus years of financial services experience 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
Recent News
Small Business Trends
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