Chase · 3 weeks 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 expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will assist clients with their brokerage accounts and deliver exceptional customer service to help them reach their financial objectives.
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
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
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Small Business Trends
2026-01-18
2026-01-13
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