Investment Phone Advisor – Client Growth & Support

Fairygodboss; Plano (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Job summary

JPMorganChase Wealth Management is seeking an Investment Professional (Licensed, Partially Licensed, or Unlicensed) to assist clients with brokerage accounts and guide them toward financial goals. The role involves handling IRAs, improving efficiency, and using AI-powered tools to deepen client relationships.

Candidates should have licensing within 90 days, a strong compliance track record, and the ability to work independently or with teammates.

Qualifications

• Licensing (Series 7/63 or SIE) must be obtained within 90 days of employment.
• Strong compliance record and ability to hold registration in all 50 states.
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment.
• Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change.
• Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships.

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 focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions.
• Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making.

Skills

Licensing

Compliance

Partnerships

multitasking

Client relationships

Job description

JPMorganChase Wealth Management is seeking an Investment Professional (Licensed, Partially Licensed, or Unlicensed) to assist clients with brokerage accounts and guide them toward financial goals. The role involves handling IRAs, improving efficiency, and using AI-powered tools to deepen client relationships.

Candidates should have licensing within 90 days, a strong compliance track record, and the ability to work independently or with teammates.