JPMorganChase · 3 days ago
J.P. Morgan Wealth Management – Investment Professional
Plano, TX
Full-time
Hybrid
Entry Level
2+ years expJ.P. Morgan Wealth Management is a leading financial services firm dedicated to helping clients achieve their financial goals through exceptional customer service and relationship building. The role of an Unlicensed Investment Professional involves assisting clients with their brokerage accounts and delivering an exceptional client experience while navigating the dynamic capital markets.
Asset ManagementBankingFinancial 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 transaction
Document all client interactions and meeting all regulatory requirements around these activities
Qualification
Required
FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
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
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
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
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
Company data provided by crunchbase