Wealth Investment Advisor - Phone Support

JPMorgan Chase & Co.; San Antonio (TX); Hybrid; USD 55,000 - 85,000; Full time

Job summary

JPMorganChase Wealth Management is looking for an Investment Professional to assist clients over the phone with brokerage accounts, helping them reach their financial goals while delivering extraordinary service. You’ll discuss IRAs, identify needs, and execute trades in a fast-paced, client-centric environment.

The role requires licensing within 90 days, strong regulatory awareness, and the ability to build trusted partnerships with teammates and clients.

Qualifications

• Licenses required within 90 days of employment.
• Registered to hold a license in all 50 states.
• Strong partnership skills with business partners.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to diagnose and resolve client inquiries and deepen relationships.

Responsibilities

• Assist clients and prospects with brokerage accounts and provide an exceptional client experience over the phone.
• Discuss IRAs such as Traditional and Roth IRAs.
• Create business efficiency by answering calls promptly, identifying client needs, initiating trades, and completing service transactions.
• Document client interactions and ensure regulatory compliance.

Skills

Licensing

Compliance

Client relationships

Multitasking

Communication

Job description

JPMorganChase Wealth Management is looking for an Investment Professional to assist clients over the phone with brokerage accounts, helping them reach their financial goals while delivering extraordinary service. You’ll discuss IRAs, identify needs, and execute trades in a fast-paced, client-centric environment.

The role requires licensing within 90 days, strong regulatory awareness, and the ability to build trusted partnerships with teammates and clients.