15 days old

Chase Wealth Management - Sales Manager - Westerville, OH

Westerville, OH 43081
  • Job Code
    190068114

Chase Wealth Management - Sales Manager - Westerville, OH

Req #: 190068114
Location: Westerville, OH, US
Job Category: Wealth Management
Potential Referral Amount: US Dollar (USD)

At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, then join us at JP Morgan Chase.  

                                            

You will lead a team of Financial Consultants who service a wide range of clients at our firm. As part of Consumer Banking, Financial Consultants are key members of the J.P. Morgan Securities service team dedicated to creating great client experiences. They work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. A successful Sales Manager creates a culture of excellence and an environment that meets a high standard of customer service and excellence within the team, by building deep relationships and delivering an exceptional customer experience. The Sales Manager plays a key role in ensuring our customer obsessed culture.



As a Sales Manager, you will leverage your leadership and communication skills to:

  • ·         Having a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture.

  • ·         Identify opportunities to attract and recruit Financial Consultants, and improve performance of existing Financial Consultants.

  • ·         Ensuring talent and performance strategies are in place to coach, develop and promote Financial Consultants, including performing call monitor reviews to ensure quality interactions.

  • ·         Drive integration with partners from telephone banking, You Invest, and marketing to give our customers access to solutions, strategies and give our customers one place to meet all of their financial needs.

  •           Setting the tone of commitment to diversity and inclusion.

  • ·         Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team.  

  • ·         Creating a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business.

  • ·         Is proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency, including developing and conducting training when gaps in team and individual needs are identified

  • ·         Ability to translate knowledge of financial markets and economic trends for execution of growth strategy


·         At least 2 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor teams

  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail and excellent follow-through

·         Strong commitment to upholding a sound risk and controls environment

  • Bachelor’s Degree preferred or equivalent work experience required
  • FINRA Series 7, 66 (or equivalent) is required
  • FINRA Series 9/10 (or equivalent) and active Life and Health insurance must be obtained or retained within a 90 day condition of employment

 

JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.  As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

 

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran. Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title. All final job titles and bank titles subject to experience and qualifications  remove

 

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 


Keyword: consumer%20banking

Categories

Posted: 2019-08-02 Expires: 2019-09-01

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Chase Wealth Management - Sales Manager - Westerville, OH

JPMorgan Chase & Co.
Westerville, OH 43081

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