J.P. Morgan Wealth Management – Investment Professional
6 days ago
At . 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 inclusionAs an Unlicensed Investment Professional in . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors 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 transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment 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 Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred 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).
-
J.P. Morgan Wealth Management
1 day ago
Plano, Texas, United States JPMorganChase Full timeDescriptionThe 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...
-
J.P. Morgan Wealth Management
2 weeks ago
Plano, United States Chase Full timeClient Service LeaderThe 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,...
-
Plano, United States JPMorgan Chase & Co. Full timeAt . 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 . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when...
-
J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorganChase Full timeJ.P. Morgan Wealth Management - Vice President, Lending Specialist 1 day ago Be among the first 25 applicants Job Description The 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...
-
J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorgan Chase Full timeLending SpecialistThe 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...
-
J.P. Morgan Wealth Management
3 days ago
Plano, United States Chase Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.As the Business Development Support...
-
J.P. Morgan Wealth Management
3 days ago
Plano, United States JPMorgan Chase Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.As the Business Development Support...
-
Plano, Texas, United States JPMorganChase Full timeJOB DESCRIPTIONJoin the J.P. Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment. We assist clients and prospects with investment account service requests and inquiries over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality...
-
J.P. Morgan Wealth Management
5 days ago
Plano, United States Texas Staffing Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development...
-
J.P. Morgan Wealth Management
16 hours ago
Plano, United States JPMorgan Chase & Co. Full timeJob DescriptionThe . 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, . Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000...
