Client-Focused Investment Professional

Testing Site - JPMC; Plano (TX); Hybrid; USD 50,000 - 75,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking an Unlicensed Investment Professional to assist clients by telephone, uncover investment needs, and deliver an exceptional client experience while adhering to regulatory requirements.

The role involves discussing IRAs, initiating capital market trades, and documenting client interactions. Training will begin on-site with a transition to a hybrid work model, requiring adaptability and strong teamwork across departments.

Qualifications

• Strong client service mindset with focus on delivering exceptional customer experience.
• Ability to understand and apply regulatory requirements and firm policies.
• Excellent communication and interpersonal skills to interact with clients and teammates.
• Capable of managing multiple priorities in a fast-paced environment.

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 answering calls quickly, identifying client needs, initiating trades, and completing service-oriented transactions.
• Document all client interactions and meeting all regulatory requirements around these activities.

Skills

Client service

Regulatory compliance

Communication

Time management

Education

Bachelor’s degree or equivalent experience

Job description

J.P. Morgan Wealth Management is seeking an Unlicensed Investment Professional to assist clients by telephone, uncover investment needs, and deliver an exceptional client experience while adhering to regulatory requirements.

The role involves discussing IRAs, initiating capital market trades, and documenting client interactions. Training will begin on-site with a transition to a hybrid work model, requiring adaptability and strong teamwork across departments.