The Service Center wants YOU as an Investment Professional! By joining J.P. Morgan Wealth Management Service Center Team, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal & external clients with their brokerage accounts, to help them reach their financial goals/dreams. In addition, you will see first-hand how our capital markets are impacted by local/global events as an Investment Professional in this fast-moving, dynamic industry.

Job Responsibilities

Investment Professionals work in a team environment to assist clients with brokerage accounts over the telephone. You’ll also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. Investment Professionals create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions. You’ll be responsible for documenting all client interactions and meeting all regulatory requirements around these activities.

Investment Professionals will become experts in our online platform through Chase.com. By helping clients successfully navigate our website, you’ll provide them more access and flexibility to service their accounts. In this dynamic environment, you may participate in working groups for various projects or pilot programs to drive process improvement. Additionally, you will help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience.

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days (about 3 months) of employment, in addition to meeting FINRA continuing education requirements
• 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
• Ability to diagnosis and resolve client inquiries and requests and identifying opportunities to deepen client relationships
• Ability to manage multiple priorities in a fast-paced environment; adaptive to change
• Ability to work onsite Monday through Friday from 8:30am – 5:00pm during licensing and training

Preferred qualifications, capabilities, and skills

• Bachelor’s degree; or equivalent service experience
• At least two years of financial services or brokerage experience
• Flexibility, self-motivation, coachable, and passion for helping people
• Excellent communication and customer service skills, displaying a high level of professionalism, also with the ability to adapt conversations to meet the needs of a diverse client base