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At Company 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
A successful Market Director of Wealth creates a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. The Market Director plays a key role in ensuring our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
As a Market Director in Wealth, you will leverage your leadership and communication skills to:
Having a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
Identify opportunities to attract and recruit Advisors, and improve performance of existing Advisors
Ensuring talent and performance strategies are in place to coach, develop and promote Advisors
Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial needs
Setting the tone of commitment to diversity and inclusion
Being a visionary who influences the use of technology to meet the customers’ needs of today and the future.
Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
Creating a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Is proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Ability to translate knowledge of financial markets and economic trends for execution of growth strategy
At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor teams
Bachelor’s Degree preferred or equivalent work experience required
Ability to travel 50% of the time
FINRA Series 7, 66 (or equivalent) is required
FINRA Series 9/10 (or equivalent) must be obtained or retained within a 60 day condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or may be obtained within a 30 day condition of employment
Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
High degree of investment services and product acumen and keen interest in the financial markets
Strong communication skills, attention to detail and excellent follow-through
Strong commitment to upholding a sound risk and controls environment
Company Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
Company Chase is an equal opportunity and affirmative action employer Disability/Veteran. Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title. All final job titles and bank titles subject to experience and qualifications.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSUREDNOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYNOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, Company CHASE BANK, N.A. OR ANY OF ITS AFFILIATESSUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Company Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through Company Securities LLC (JPMS), a 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. JPMCB, JPMS and CIA are affiliated companies under the common control of Company Chase & Co. Products not available in all states.
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