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 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

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  • Bachelor’s degree preferred or equivalent experience
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  • 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

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