J.P. Morgan Wealth Management - Investment Professional

At J.P.

Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P.

Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.

Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

Job Responsibilities


* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone


* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs


* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction


* Document all client interactions and meeting all regulatory requirements around these activities

Required qualifications, capabilities, and skills


* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment


* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states


* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment


* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change


* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

Preferred qualifications, capabilities, and skills


* Bachelor's degree preferred or equivalent experience


* 2 years of relevant financial services or brokerage experience


* Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred


* Flexibility, self-motivation, coachability, and passionate for helping people


* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible...