Investment Phone Specialist - JPMorgan Wealth Management - San Antonio, TX

At JPMorgan

Chase 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 an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorgan

Chase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

Discuss Individual Retirement Accounts, such as Traditional and Roth IRAsCreate business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

Document all client interactions and meeting all regulatory requirements around these activities

Required qualifications, capabilities, and skills

Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) 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 skills1 or more years of relevant retail or financial service customer service experience

Flexibility, self-motivation, coachability, and passionate for helping people

Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information

Must be able to work onsite Monday through Friday from 8:30am – 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

Department is open the following hours:
Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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…