J.P. Morgan Wealth Management - New Client Investment Specialist - Tempe, AZ

JPMorgan Chase • Tempe, AZ

6d • Hybrid

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

• 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

Nice To Haves

• Bachelor’s degree preferred or equivalent experience
• 2 years of relevant financial services or brokerage relationship building experience

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees