J.P. Morgan Wealth Management - Annuity Advisor

Annuity Advisor

As an Annuity Advisor, you will work in a team-based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on annuity products, technology, and channels available to them to better monitor, maintain, and handle their investments.

Job Responsibilities

• Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base.
• Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
• Understand client needs and provide advice and strategies to achieve their investment goals.
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast-paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
• Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
• Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.

Required Qualifications, Capabilities, and Skills

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• Life and Health Insurance licenses
• Be flexible and adaptable, especially when working under pressure.
• Use critical thinking and logic to solve problems, and think creatively and "outside the box."
• Organize your tasks and manage your time well to handle multiple priorities effectively.

Preferred Qualifications, Capabilities, and Skills

• 3 years of relevant Financial services or brokerage experience preferred
• Bachelor's degree preferred