Client-Focused Investment Professional — Hybrid Role

Testing Site - JPMC; Plano (TX); Híbrido; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

J.P. Morgan Wealth Management seeks a Licensed Investment Professional to assist clients with brokerage accounts and investment needs over the phone, helping them reach financial goals.

The role emphasizes relationship building, regulatory compliance, and delivering exceptional service in a fast-paced environment. Candidates should hold Series 7 and 63, with a strong compliance record and ability to work independently or in a team, adapting to changing priorities.

Formación

• Active Series 7 and Series 63 required
• Must maintain registration in all 50 states
• Strong communication and client service skills
• Ability to work independently and in a team
• Adaptable to a fast-paced environment with changing priorities

Responsabilidades

• Assist clients and prospects with brokerage accounts and uncover investment needs via telephone
• Discuss Traditional and Roth IRAs and related retirement options
• Improve efficiency by handling calls quickly, identifying needs, and initiating trades
• Document client interactions and comply with regulatory requirements

Conocimientos

Compliance focus

Partner relationships

Multi-tasking

Client inquiries resolution

Educación

Bachelor’s degree preferred

Descripción del empleo

J.P. Morgan Wealth Management seeks a Licensed Investment Professional to assist clients with brokerage accounts and investment needs over the phone, helping them reach financial goals.

The role emphasizes relationship building, regulatory compliance, and delivering exceptional service in a fast-paced environment. Candidates should hold Series 7 and 63, with a strong compliance record and ability to work independently or in a team, adapting to changing priorities.