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Chase · 3 months ago

J.P. Morgan Wealth Management – Licensed Investment Professional

8181 Communications Pkwy Bldg A, Plano, TX, 75024, US

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Chase is a leading financial services firm, and they are seeking a Licensed Investment Professional for J.P. Morgan Wealth Management. In this role, you will assist clients with their brokerage accounts, focusing on delivering exceptional customer service while navigating the fast-paced capital markets.

BankingFinancial Services

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

Qualification

Series 7Series 63Financial services experienceCustomer service skillsCommunication skillsTeamworkAdaptability

Required

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

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