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Through its relationship with CUSO Financial Services, LP (CFS), Coastal Federal Credit Union is seeking a Registered Financial Assistant to join the Coastal Wealth Management team in the Raleigh, NC area.
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3-5 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor. Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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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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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.
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At least 2 years in a Financial Advisor role or equivalent financial services experience. Certified Financial Planning (CFP) certification is preferred. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
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Provide a holistic view of clients' needs and financial coaching beyond investments. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
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Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. Demonstrate a deep understanding of financial markets and sound business judgement.
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A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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A valid and active Series 7. Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At J.P. 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.
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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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Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through. JPMS, CIA and JPMorgan Chase Bank,. 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.
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You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
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Together with its subsidiaries, State Farm provides a range of products, including home, auto & life insurance, annuities, disability income insurance and investment products such as mutual funds through our broker-dealer arm STATE FARM VP MANAGEMENT CORP. (member of FINRA and SIPC), ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals.
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financial services wealth management relationship broker dealer jobs in Missouri-city, Missouri
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