Client-Focused Investment Associate

Testing Site - JPMC; Chicago (IL); Hybrid; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management seeks an Unlicensed Investment Professional to assist clients with brokerage accounts and identify investment needs via phone, delivering an exceptional client experience.

The role includes discussing Traditional and Roth IRAs, maintaining regulatory compliance, and documenting client interactions while enabling efficient service and relationship building.

Qualifikationen

• SIE, Series 7 and 63 must be obtained within 90 days of employment.
• Strong compliance record and ability to hold a registration in all 50 states.
• Ability to build partnerships and work independently or in a team.
• Capacity to manage multiple priorities in a fast-paced environment.

Aufgaben

• Assist clients and prospects with brokerage accounts and identify investment needs over the telephone.
• Discuss Individual Retirement Accounts (Traditional and Roth IRAs).
• Improve business efficiency by handling calls quickly, identifying client needs, initiating trades, and completing service‑oriented transactions.
• Document all client interactions and ensure regulatory requirements are met.

Kenntnisse

SIE

Series 7

Series 63

Compliance

Client service

Multitasking

Ausbildung

Bachelor’s degree or equivalent experience

Jobbeschreibung

J.P. Morgan Wealth Management seeks an Unlicensed Investment Professional to assist clients with brokerage accounts and identify investment needs via phone, delivering an exceptional client experience.

The role includes discussing Traditional and Roth IRAs, maintaining regulatory compliance, and documenting client interactions while enabling efficient service and relationship building.