Hybrid Licensed Investment Specialist - Remote/Onsite

Testing Site - JPMC; Westerville (OH); Ibrido; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Wealth Management seeks an Licensed Investment Professional to assist clients with brokerage accounts and retirement accounts, delivering exceptional service by phone while building strong client relationships.

Role requires active Series 7 and 63 licenses, a strong compliance history, and the ability to work independently or with a team. Training leads to a hybrid onsite/remote schedule in a dynamic regulatory environment.

Competenze

• Active Series 7 and Series 63 licenses required.
• Strong compliance history and ability to register in all 50 states.
• Ability to build partnerships and work independently or in a team.
• Capable of managing multiple priorities in a fast-paced environment and adapting to change.
• Able to diagnose and resolve client inquiries and deepen relationships.

Mansioni

• Assist clients and prospects with brokerage accounts and uncover investment needs via phone.
• Discuss Traditional and Roth IRAs.
• Improve efficiency by answering calls quickly, identifying needs, initiating trades, and completing service tasks.
• Document all client interactions and adhere to regulatory requirements.

Conoscenze

Series 7 license

Series 63 license

Compliance focus

Relationship building

Multitasking

Communication skills

Formazione

Bachelor’s degree preferred

Descrizione del lavoro

J.P. Morgan Wealth Management seeks an Licensed Investment Professional to assist clients with brokerage accounts and retirement accounts, delivering exceptional service by phone while building strong client relationships.

Role requires active Series 7 and 63 licenses, a strong compliance history, and the ability to work independently or with a team. Training leads to a hybrid onsite/remote schedule in a dynamic regulatory environment.