J.P. Morgan Wealth Management - New Client Investment Specialist
About The Position
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You will help drive business to our Advisors through quality referrals.
Requirements
- 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
Nice To Haves
- Bachelor's degree or equivalent experience
- Two years of financial services or brokerage relationship building experience
- Experience with wealth management products and advisory 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
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility.
- These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
