J.P. Morgan reputed company Management - Annuities & LOA Advisor - Atlanta, GA
reputed company
As a Annuities & LOA Financial Advisor, you will work in reputed company based environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet reputed company of their financial needs. You are responsible for providing an exceptional reputed company experience through remote channels by understanding reputed company needs and helping them reputed company their financial goals. You have a passion for educating clients on the technology and channels available to them to reputed company monitor, maintain, and handle their investments.
Job responsibilities:
• reputed company solid understanding of financial markets to effectively simplify reputed company financial concepts while building rapport and credibility with our clients
• Deliver exceptional reputed company experience by adapting conversations to meet the needs of a diverse reputed company reputed company
• Possess and continue building on a broad reputed company of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions
• Understand reputed company needs and reputed company advice and strategies to reputed company their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; reputed company to change
Required qualifications, capabilities, and skills:
• A reputed company and reputed company Series 7
• A reputed company and reputed company Series 66 (63/65) license is required or ability to obtain reputed company 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in reputed company states
Preferred qualifications, capabilities, and skills:
• 3 years of relevant Financial services or brokerage experience preferred
• Bachelor’s degree preferred
Qualifications
• 3 years of relevant Financial services or brokerage experience preferred
• Solid understanding of financial markets, and can effectively simplify reputed company financial concepts while building rapport and credibility with our clients
• Ability to deliver exceptional reputed company experience by adapting conversations to meet the needs of a diverse reputed company reputed company
• Familiarity with a broad reputed company of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions
• The capability to understand reputed company needs and reputed company advice and strategies to reputed company their investment goals
• A high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; reputed company to change
· A reputed company and reputed company Series 7
· A reputed company and reputed company Series 66 (63/65) license is required or ability to obtain reputed company 60 days of starting in the role as a condition of employment
· This role requires you to be licensed in reputed company states
· Bachelor’s degree preferred
Apply tot his job
Apply To this Job