Job Responsibilities:
- Prioritize the interests of our clients above all else.
- Build and maintain the trust of the financial advisors we work with.
- Foster partnerships both internally and externally, demonstrating a team-oriented mindset and willingness to collaborate.
- Show respect by treating others as they would like to be treated, valuing diverse perspectives, and adhering to the golden rule.
- Display emotional intelligence, including adaptability to change and strong interpersonal skills.
- Be prepared to reside within the designated territory, as frequent travel is necessary.
- Embrace a consultative approach, focusing on storytelling rather than merely pushing products.
- Commit to honesty and transparency in all dealings.
- Cultivate an innovative mindset, always seeking more efficient and effective methods.
Required Qualifications, Capabilities, and Skills:
- Hold a Bachelor’s degree.
- Stay organized and disciplined, managing time and local budgets effectively.
- Uphold a professional demeanor in presence and communication.
- Align with and uphold JP Morgan Asset Management values in all professional activities.
- Strive for excellence, never settling for second best, and focusing on both processes and outcomes.
- Series 7 & 63.
Preferred Qualifications, Capabilities, and Skills:
- Have knowledge and experience in wholesaling, either internally or externally.