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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 JPMC values in all professional activities.
• Strive for excellence, never settling for second best and focusing on both processes and outcomes.
Preferred qualifications, capabilities and skills
• Have knowledge and experience in wholesaling, either internally or externally.
• Securities licenses such as Series 7 & 63
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