J.P. Morgan Wealth Management
3 days ago
New Client Investment SpecialistAt 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 New Client Investment Specialist in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You will help drive business to our Advisors through quality referrals.Job Responsibilities:Leverage a holistic goals-based approach to help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience.Take a proactive approach to identifying solutionsPossess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channelRequired qualifications, capabilities, and skills:A valid and active Series 7A valid and active Series 63Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clientsA "solution-oriented" mindset to work toward best possible outcomes for all client's personalized goalsAbility to manage multiple priorities in a fast-paced environment while demonstrating strict attention to detail and remaining client focusedPossess exceptional interpersonal communication skillsPreferred qualifications, capabilities, and skills:Bachelor's degree preferred or equivalent experience2 years of relevant financial services or brokerage relationship building experienceAdditional 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 8 AM 9 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).
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J.P. Morgan Wealth Management
3 days ago
Tempe, Arizona, United States JPMorgan Chase Full timeThe Workforce Management team at J.P. Morgan Wealth Management plays a vital role in ensuring our contact centers run efficiently and deliver exceptional service. By partnering with local management and leveraging real-time data, the team optimizes staffing, manages schedules, and supports process improvements to meet business needs and client expectations....
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J.P. Morgan Wealth Management
2 weeks ago
Tempe, Arizona, United States JPMorgan Chase Full time $90,000 - $120,000 per yearThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a variety of...
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Tempe, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Market Director of Wealth – Tempe, AZ Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product...
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J.P. Morgan Wealth Management
6 days ago
Tempe, Arizona, United States JPMorganChase Full timeJOB DESCRIPTIONThe Workforce Management team at J.P. Morgan Wealth Management plays a vital role in ensuring our contact centers run efficiently and deliver exceptional service. By partnering with local management and leveraging real-time data, the team optimizes staffing, manages schedules, and supports process improvements to meet business needs and client...
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J.P. Morgan Wealth Management
4 weeks ago
Tempe, United States Arizona Staffing Full timeMarket Director Of WealthAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
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J.P. Morgan Wealth Management
4 weeks ago
Tempe, United States Arizona Staffing Full timeVice President, Real Time ManagementThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management Business, J.P. Morgan Advisors, Personal Advisors and Self-Directed our digital investing platform. The combined business has ~$600 billion in Assets...
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J.P. Morgan Wealth Management
4 weeks ago
Tempe, United States JPMorgan Chase Full timeThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management Business, J.P. Morgan Advisors, Personal Advisors and Self-Directed our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
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J.P. Morgan Wealth Management
2 weeks ago
Tempe, United States JPMorgan Chase Full timeLicensed Investment ProfessionalAt 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 will have the opportunity to...
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J.P. Morgan Wealth Management
2 weeks ago
Tempe, Arizona, United States JPMorganChase Full timeJOB DESCRIPTIONJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment...
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Tempe, United States Chase Full timePersonal AdvisorIf you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner...
