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J.P. Morgan Wealth Management - Unlicensed Investment Professional

Company: JPMorgan Chase & Co
Location: Garland
Posted on: November 20, 2023

Job Description:

JOB DESCRIPTION The Service Center wants YOU as an Investment Professional! - By joining J.P. Morgan Wealth Management Service Center Team, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal & external clients with their brokerage accounts, to help them reach their financial goals/dreams. - In addition, you will see first-hand how our capital markets are impacted by local/global events as an Investment Professional in this fast-moving, dynamic industry. - Job Responsibilities - Investment Professionals -work in a team environment to assist clients with brokerage accounts over the telephone. - You'll also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. - Investment Professionals create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions. - You'll be responsible for documenting all client interactions and meeting all regulatory requirements around these activities. - Investment Professionals will become experts in our online platform through - By helping clients successfully navigate our website, you'll provide them more access and flexibility to service their accounts. - In this dynamic environment, you may participate in working groups for various projects or pilot programs to drive process improvement. -Additionally, you will -help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience. Required qualifications, capabilities, and skills - FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained - within 90 days (about 3 months) of employment, in addition to meeting FINRA continuing education requirements 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 Ability to diagnosis and resolve client inquiries and requests and identifying opportunities to deepen client relationships Ability to manage multiple priorities in a fast-paced environment; adaptive to change - Ability to work onsite Monday through Friday from 8:30am - 5:00pm during licensing and training Preferred qualifications, capabilities, and skills Bachelor's degree; or equivalent service experience - At least two years of financial services or brokerage experience Flexibility, self-motivation, coachable, and passion for helping people Excellent communication and customer service skills, displaying a high level of professionalism, also with the ability to adapt conversations to meet the needs of a diverse client base 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 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. - In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM 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.

Keywords: JPMorgan Chase & Co, Garland , J.P. Morgan Wealth Management - Unlicensed Investment Professional, Executive , Garland, Texas

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