Wealth Management - Investment Professional - Westerville, OH
Posted on: 1 Mar 2021
Westerville, OH
Job Description
As an Investment Professional, you'll be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences. Client Service Specialists work in a team environment to assist clients with brokerage accounts over the telephone. You'll also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. Investment Professionals create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service oriented transactions. You'll be responsible for documenting all client conversations and meeting all regulatory requirements around these activities.
Investment Professionals will become experts in our online platform through Chase.com. By helping clients successfully navigate our website, you'll provide them more access and flexibility to service their accounts. In this dynamic environment, you may participate in working groups for various projects or pilot programs to drive process improvement.
Required qualifications:
* Excellent telephone communication and customer service skills, displaying a high level of professionalism
* Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
* FINRA Series 7 and 63 (or equivalent) required or obtained within 90 days, in addition to meeting FINRA continuing education requirements
* If you were registered with FINRA after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* 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
* Ability to manage multiple priorities in a fast-paced environment; adaptive to change
* Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, Power-Point, Outlook, etc.)
* To be considered for this role, you may be required to complete a video interview powered by HireVue
Preferred qualifications:
* Bachelors degree
* At least two years of financial services or brokerage experience
* Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
