Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ

Job Description

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.

• 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 IRAs.
• Create 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 meet all regulatory requirements around these activities.

• Licensing requirement: 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 positions 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.

• 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 ability to adapt conversations to meet the needs of a diverse client base.

• 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 operating 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 a non‑standard schedule (e.g., four 10‑hour days vs. five 8‑hour days).

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Chase is an equal‑opportunity employer and places a high value on diversity and inclusion. 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.