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Chase · 2 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 exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will provide an exceptional client experience by understanding and addressing client service needs for new clients, while actively engaging with prospective clients and driving business development.

BankingFinancial 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

Series 7Series 63Financial markets knowledgeSolution-oriented mindsetInterpersonal communicationManage prioritiesAttention 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