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Chase Wealth Management - Investment Associate, New York, NY

Req #: 170065007
Location: New York, NY, US
Job Category: Relationship Management/Sales
Job Description:

 

 

 

  • Be a first line of contact between the Advisor and the Wealth Advisory Team
  • Assist Advisors with ongoing financial analysis issues related to software
  • Answer Advisors’ questions regarding how and where to input data in financial analysis software
  • Be a part of training development in line with our national goals based planning initiatives
  • Work with national teams to diagnose, address, and resolve matters involving a client’s financial analysis
  • Minimum one year of financial services industry experience
  • Knowledge of investments, insurance, and bank products, with a focus in financial planning and use of financial planning tools
  • Excellent interpersonal/communication and organizational skills
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to work in a fast paced professional environment with heavy phone-based advisor interaction
  • Ability to manage and resolve difficult situations with advisors
  • Strong compliance record in prior position(s)
  • Proficiency in Word, Excel, and PowerPoint
  • College degree preferred
  • Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements

 

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