J.P. Morgan Wealth Management - New Client Investment Specialist - Tempe, AZ jobs in United States
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JPMorganChase · 2 days ago

J.P. Morgan Wealth Management - New Client Investment Specialist - Tempe, AZ

positionTempe, AZ
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

J.P. Morgan Wealth Management is dedicated to delivering exceptional client experiences while fostering diversity and inclusion. The New Client Investment Specialist will engage with prospective clients, identify investment opportunities, and drive business development through quality referrals.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Series 7Series 63Financial markets knowledgeSolution-oriented mindsetInterpersonal communicationManage prioritiesEntrepreneurial spiritAttention to detail

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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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.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Recent News

PR Newswire
Women Presidents Organization and J.P. Morgan Commercial Banking Open Nominations for the 2026 50 Fastest Growing Women-Owned/Led Companies™
2026-01-20
Private Banker International
JPMorgan sets up dedicated private capital advisory unit
2026-01-19
Oc Register
Real estate news: 54-year-old Buena Park townhomes sell for $7.8 million
2026-01-17
Company data provided by crunchbase