Remote Investment Associate — Client Services

J.P. Morgan; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

J.P. Morgan is seeking an Unlicensed Investment Professional in Pasadena, California. This role focuses on delivering exceptional client service while assisting internal and external clients with brokerage accounts and financial goals.

The ideal candidate will have strong communication skills and the ability to obtain necessary FINRA certifications within 90 days of employment. A Bachelor's degree and relevant financial services experience are preferred.

Qualifications

• Must obtain FINRA SIE, Series 7 and 63 certifications within 90 days.
• Strong compliance record required.
• Ability to foster partnerships in a team environment.

Responsibilities

• Assist clients with their brokerage accounts.
• Discuss Individual Retirement Accounts.
• Document client interactions and maintain compliance.

Skills

SIE, Series 7 and 63 certification

Strong compliance record

Ability to manage multiple priorities

Excellent communication skills

Education

Bachelor’s degree or equivalent experience

Job description

J.P. Morgan is seeking an Unlicensed Investment Professional in Pasadena, California. This role focuses on delivering exceptional client service while assisting internal and external clients with brokerage accounts and financial goals.

The ideal candidate will have strong communication skills and the ability to obtain necessary FINRA certifications within 90 days of employment. A Bachelor's degree and relevant financial services experience are preferred.