JPMorganChase
J.P. Morgan Wealth Management – Licensed Investment Professional
JPMorganChase, Plano, Texas, us, 75086
Overview
Join to apply for the
J.P. Morgan Wealth Management – Licensed Investment Professional
role at
JPMorganChase . 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. You will also see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
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
Bachelor’s degree preferred or equivalent experience
2 years of relevant financial services or brokerage experience
Flexibility, self-motivation, coachability, and passion 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: Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST. Working hours may fall into any department operating hours and may include non-standard schedules (e.g., four 10 hour days vs. five 8 hour days).
About Us 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 by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including health care coverage, retirement savings, 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 are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and we make reasonable accommodations for applicants’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team Our Consumer & Community Banking division serves 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 in credit card sales and deposit growth and to deliver solutions while ranking first in customer satisfaction.
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Join to apply for the
J.P. Morgan Wealth Management – Licensed Investment Professional
role at
JPMorganChase . 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. You will also see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
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
Bachelor’s degree preferred or equivalent experience
2 years of relevant financial services or brokerage experience
Flexibility, self-motivation, coachability, and passion 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: Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST. Working hours may fall into any department operating hours and may include non-standard schedules (e.g., four 10 hour days vs. five 8 hour days).
About Us 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 by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including health care coverage, retirement savings, 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 are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and we make reasonable accommodations for applicants’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team Our Consumer & Community Banking division serves 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 in credit card sales and deposit growth and to deliver solutions while ranking first in customer satisfaction.
#J-18808-Ljbffr