Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ

Job Responsibilities

Aid clients and prospects with brokerage accounts and identify investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. Enhance business efficiency by quickly answering calls, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions. Document all client interactions and ensure compliance with regulatory requirements.

Required Qualifications, Capabilities, And Skills

• Licensing (one of the following): Valid and active Series 7 and Series 63 or SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment.
• 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 Qualifications, Capabilities, And Skills

• 1 or more years of relevant retail or financial service customer service experience.
• Flexibility, self-motivation, coachability, and passion for helping people.
• Excellent communication and customer service skills, ability to display a high level of professionalism, and adapt conversations to meet the needs of a diverse client base.

About Us

JPMorganChase Wealth Management is dedicated to helping our clients achieve their financial goals through a variety of financial products. Our mission is to build engaged, lifelong relationships with our customers and provide them with the tools to succeed. We also support small businesses, nonprofits, and cities by offering tailored financial solutions. We offer competitive total rewards packages, including base salary, commission-based pay, and discretionary incentive compensation. For more information about our benefits and programs, please visit our FAQs.

Department Hours

The department operates Monday through Friday from 7 AM – 8 PM EST, Saturday from 8 AM – 5 PM EST. The working hours for this role will be assigned and may vary based on the department's operating hours. Candidates may be required to work non-standard schedules.

About The Team

Our Consumer & Community Banking division provides a wide range of financial services to our Chase customers, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to leading the U.S. in credit card sales and deposit growth and strive to maintain high levels of customer satisfaction. For more information about our division, visit our website.

Equal Opportunity Employer

We are proud to be an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.