Investment Support Specialist - Remote/Hybrid

JPMorganChase; Chicago (IL); Hybrid; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase Wealth Management is hiring an Investment Professional to assist clients with brokerage accounts and to discuss retirement accounts like Traditional and Roth IRAs. The role emphasizes exceptional service, regulatory compliance, and the ability to work in a fast-paced, team-based environment.

The position requires licensing within 90 days and a strong compliance record, with potential for hybrid onsite work after training. Strong client relationship skills are essential.

Qualifications

• Licensing (Series 7 and Series 63 or SIE, Series 7 and 63) must be obtained within 90 days.
• Strong compliance history and ability to hold a registration in all 50 states.
• Ability to build and foster partnerships with business partners, work independently and in a team.
• Ability to manage multiple priorities in a fast-paced environment and adapt to change.
• Ability to diagnose and resolve client inquiries and deepen client relationships.

Responsibilities

• Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on service quality over the telephone.
• Discuss IRAs, including Traditional and Roth IRAs.
• Increase efficiency by answering calls quickly, identifying needs, initiating trades, and completing service transactions.
• Document all client interactions and meet regulatory requirements.

Skills

Licensing (Series 7/63/SIE)

Strong compliance record

Partnership building

Multitasking

Client inquiry resolution

Job description

JPMorganChase Wealth Management is hiring an Investment Professional to assist clients with brokerage accounts and to discuss retirement accounts like Traditional and Roth IRAs. The role emphasizes exceptional service, regulatory compliance, and the ability to work in a fast-paced, team-based environment.

The position requires licensing within 90 days and a strong compliance record, with potential for hybrid onsite work after training. Strong client relationship skills are essential.