Investment Specialist – Hybrid Wealth Management

JPMorganChase; Plano (TX); Hybrid; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase Wealth Management seeks an Investment Professional to assist clients with brokerage accounts and guide them toward financial goals. The role requires licensing within 90 days and a strong compliance mindset.

You will discuss IRAs and initiate trades, delivering exceptional service while leveraging AI tools to enhance accuracy and efficiency. Must be onsite during training and transition to a hybrid schedule, with three office days and two remote days.

Qualifications

• Licensing (Series 7 and 63 or SIE with 7/63 within 90 days)
• Strong compliance record and ability to hold registrations in all 50 states
• Ability to build partnerships and work independently or in a team
• Ability to manage 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
• Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and decision-making

Skills

Licensing

Compliance

Teamwork

Prioritization

Communication

Tools

Trading platforms

Brokerage systems

Job description

JPMorganChase Wealth Management seeks an Investment Professional to assist clients with brokerage accounts and guide them toward financial goals. The role requires licensing within 90 days and a strong compliance mindset.

You will discuss IRAs and initiate trades, delivering exceptional service while leveraging AI tools to enhance accuracy and efficiency. Must be onsite during training and transition to a hybrid schedule, with three office days and two remote days.