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Description The Opportunity:Reporting to the Hylant Indianapolis Market President, the Client Executive will continue to expand and strengthen the Life Sciences sales team to promote further growth and retention in the Indy market in a manner that is consistent with Hylant Core Values - Family, Hard Work, Honesty, Respect, and Empathy.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, 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.
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In addition to leading strategic planning efforts, fully partake in the execution of the programs we develop, as determined appropriate by account, including but not limited to writing/editing, media relations, social media, digital communications and crisis work.
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Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, 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.
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Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwritingQualifications:We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isnt everything for this position.
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