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

Overview

At J.P. Morgan Wealth Management, we are committed to delivering extraordinary customer service and fostering strong relationships with our clients. This role brings a newly opened position for New Client Investment Specialist, focusing on providing an exceptional client experience and driving business development for newest J.P. Morgan Wealth Management clients.

• 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, acting as the primary channel for client direction.
• Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel.

• A valid and active Series 7
• A valid and active Series 63
• Solid understanding of financial markets and ability to simplify complex financial concepts while building rapport with clients.
• A solution‑oriented mindset to work toward best possible outcomes for personalized client goals.
• Ability to manage multiple priorities in a fast‑paced environment while maintaining strict attention to detail and client focus.
• Exceptional interpersonal communication skills.

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

• Must be able to work onsite Monday through Friday from 8:30 am – 5:00 pm 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 8 AM – 9 PM EST, Saturday 8 AM – 5 PM EST. Working hours for this role may fall into any of the department operating hours; candidate may be required to work non‑standard schedule (e.g., four 10‑hour days vs. five 8‑hour days).

We offer a competitive total rewards package including base salary, commission‑based pay and/or discretionary incentive compensation, as well as a comprehensive benefit program. Additional details about total compensation and benefits will be provided during the hiring process.

We are 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.

Visit our FAQs for more information about requesting an accommodation.