J.P. Morgan Wealth Management Investment Profes... @ JPMorganChase
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Job Details
Overview
At J.P. Morgan Wealth Management, our enthusiasm for helping clients, building relationships, and delivering extraordinary customer service drives everything we do. As a J.P. Morgan Wealth Management Investment Professional, you will demonstrate customer-obsessed behaviors by assisting both internal and external clients with their brokerage accounts and guiding them towards their financial goals.
Job Responsibilities
- Assist clients and prospects with brokerage accounts over the telephone.
- Identify client needs and discuss Individual Retirement Accounts including Traditional and Roth IRAs.
- Initiate trades in the capital markets while ensuring service efficiency.
- Document all client interactions and comply with regulatory requirements.
Required Qualifications, Capabilities, and Skills
- FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) to be obtained within 90 days.
- Strong compliance record with eligibility for registration in all 50 states.
- Ability to foster strong partnerships and work both independently and collaboratively.
- Skill in managing multiple priorities in a fast-paced environment.
- Proven ability to diagnose, resolve client inquiries, and deepen 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, and coachability.
- Excellent communication skills and professionalism with diverse clients.
Work Arrangement & Hours
During training and/or licensing, the role is onsite from Monday to Friday, 8:30am – 5:00pm. Following the training period, the position transitions to a hybrid environment: three days in-office and two days remote. Department operating hours are Monday-Friday 7 AM – 8 PM EST and Saturday 8 AM – 5 PM EST. Schedules may vary including non-standard work days.
Key skills/competency
- Client Service
- Brokerage
- Compliance
- Investment
- Communication
- Relationship Building
- Financial Analysis
- Team Collaboration
- Regulatory Knowledge
- Adaptability
How to Get Hired at JPMorganChase
🎯 Tips for Getting Hired
- Customize your resume: Align skills with investment and compliance requirements.
- Research JPMorganChase: Understand their culture, services, and market position.
- Prepare regulatory examples: Highlight FINRA and compliance experience.
- Practice communication skills: Emphasize client service and relationship building.