Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
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$24/hr–$33/hr
Entry level$1.6B raised
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J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Chicago, Illinois, United States · Hybrid
$119k–$200k/yr
Senior$1.6B raised
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors …
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$24/hr–$33/hr
Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 2d ago
~40 hrs/week
Responsibilities
The role involves assisting clients with brokerage accounts and identifying investment needs to provide an exceptional customer experience. Responsibilities include executing trades, documenting interactions, and ensuring all activities meet regulatory requirements.
Requirements
Candidates must hold valid and active Series 7 and Series 63 licenses with a strong compliance record. The position requires the ability to work in a fast-paced environment and effectively manage multiple priorities.
Full job description
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 a Licensed 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 transactions
Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
A valid and active Series 7 and Series 63
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
1 year of relevant financial services or brokerage experience
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
Additional information
Must be able to work onsite Monday through Friday from 8:30am – 5:00pm during training. 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: Monday-Friday 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 non-standard schedule (example: four 10 hour days vs. five 8 hour days)
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 roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
