JP Morgan Wealth Management- Investment Professional
JP Morgan Wealth Management- Investment Professional
Posted on :
12-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Description
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 firsthand how our capital markets are impacted by local and global events in this fastmoving dynamic industry.
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 firsthand how our capital markets are impacted by local and global events in this fastmoving 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 serviceoriented 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 fastpaced 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
- Bachelors degree preferred or equivalent experience
- 2 years of relevant financial services or brokerage experience
- Flexibility selfmotivation 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
Additional information:
- Must be able to work onsite Monday through Friday from 8:30am 5:00pm during training and/or licensing. Following training transition to a hybrid environment where team members work in the office three days a week and work remote two days.
- Department is open the following hours: MondayFriday 7 AM 8 PM EST Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work nonstandard schedule (example: four 10 hour days vs. five 8 hour days).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Department / Functional Area
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
