Investment Phone Advisor - Hybrid & Client-Focused

JPMorgan Chase & Co.; Plano (TX); Hybrid; USD 55,000 - 90,000; Full time

Job summary

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and retirement accounts, delivering exceptional service by phone. You will process trades, respond to inquiries, and collaborate with partners to deepen client relationships.

The role requires licensing within 90 days of employment, a strong compliance record, and the ability to work both independently and in a team, with a shift to a hybrid work model after training.

Qualifications

• Licensing required within 90 days of employment or equivalent.
• Strong compliance history with multi-state registrations.
• Ability to build partnerships with business partners and teams.

Responsibilities

• Assist clients with brokerage accounts and identify investment needs over the phone.
• Discuss IRAs and related retirement accounts with clients.
• Process trades and service transactions to improve efficiency and accuracy.
• Drive client growth by combining engagement practices with AI-powered tools.

Skills

Licensing

Compliance

Partnerships

Multitasking

Client inquiries

Job description

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and retirement accounts, delivering exceptional service by phone. You will process trades, respond to inquiries, and collaborate with partners to deepen client relationships.

The role requires licensing within 90 days of employment, a strong compliance record, and the ability to work both independently and in a team, with a shift to a hybrid work model after training.