JPMorganChase · 3 weeks ago
J.P. Morgan Wealth Management - New Client Investment Specialist - Tempe, AZ
150 W University Dr, Tempe, AZ, 85281, US
Full-time
Hybrid
Entry, Mid Level
2+ years expJ.P. Morgan Wealth Management is dedicated to helping clients and delivering exceptional customer service. The New Client Investment Specialist role focuses on providing an outstanding client experience by addressing service needs, engaging with prospective clients, and driving business development through quality referrals.
Asset ManagementBankingFinancial Services
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 solutions
Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel
Qualification
Required
A valid and active Series 7
A valid and active Series 63
Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clients
A “solution-oriented” mindset to work toward best possible outcomes for all client's personalized goals
Ability to manage multiple priorities in a fast- paced environment while demonstrating strict attention to detail and remaining client focused
Possess exceptional interpersonal communication skills
Preferred
Bachelor's degree preferred or equivalent experience
2 years of relevant financial services or brokerage relationship building experience
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
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