At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P. Morgan Wealth Management, you may have the opportunity to service a specific product when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job 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 focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
• Document all client interactions and meeting all regulatory requirements around these activities
  Required qualifications, capabilities, and skills- A valid and active Series 7 and Series 63
• Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
• Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
• Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
  Preferred qualifications, capabilities, and skills- Bachelor’s degree preferred or equivalent experience
• 2 years of relevant financial services or brokerage experience
• Flexibility, self-motivation, coachability, and passionate for helping people
• Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
  Additional information- Must be able to work onsite Monday through Friday from 8:30am – 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
• Department is open the following hours: Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)