J.P. Morgan Wealth Management - New Client Investment Specialist jobs in United States
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Chase · 3 hours ago

J.P. Morgan Wealth Management - New Client Investment Specialist

position10 S Dearborn St, Chicago, IL, 60603, US
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$61K/yr - $80K/yr
date2+ years exp

Chase is a leading financial institution offering innovative financial solutions. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will provide exceptional client experiences by addressing service needs, engaging with prospective clients, and driving business development through quality referrals.

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 7 licenseSeries 63 licenseFinancial markets knowledgeRelationship buildingClient-focused approachSolution-oriented mindsetCommunication skillsAttention to detail

Required

Valid and active Series 7 license
Valid and active Series 63 license
Solid understanding of financial markets with the ability to simplify complex financial concepts
Solution-oriented mindset focused on achieving best possible outcomes for clients' personalized goals
Ability to manage multiple priorities in a fast-paced environment while demonstrating strict attention to detail
Exceptional interpersonal and communication skills with the ability to build rapport and credibility
Client-focused approach with strong relationship-building capabilities

Preferred

Bachelor's degree or equivalent experience
Two years of financial services or brokerage relationship building experience
Experience with wealth management products and advisory services

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

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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