JPMorganChase
J.P. Morgan Wealth Management - Licensed Investment Professional
JPMorganChase, Tempe, Arizona, us, 85285
At J.P. Morgan Wealth Management, we are committed to helping our clients build relationships and deliver extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional, you will demonstrate customer‑obsessed behaviors when assisting internal and external clients with their brokerage accounts, helping them reach their financial goals and dreams while seeing first‑hand how local and global events impact the capital markets 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 meet 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 8:00 am – 6:00 pm 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 8:00 am – 6:00 pm AZ. 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)
Equal Opportunity Employer / Disability / Veterans 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 the FAQs for more information about requesting an accommodation.
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As a Licensed Investment Professional, you will demonstrate customer‑obsessed behaviors when assisting internal and external clients with their brokerage accounts, helping them reach their financial goals and dreams while seeing first‑hand how local and global events impact the capital markets 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 meet 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 8:00 am – 6:00 pm 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 8:00 am – 6:00 pm AZ. 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)
Equal Opportunity Employer / Disability / Veterans 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 the FAQs for more information about requesting an accommodation.
#J-18808-Ljbffr