J.P. Morgan Wealth Management - Licensed Investment Professional - San Antonio

At J.P.

Morgan 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 a Licensed Investment Professional in J.P.

Morgan Wealth Management, you may have the opportunity to service a specific product when assisting our internal and external clients with their brokerage accounts, as well as helping 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 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 meeting all regulatory requirements around these activities

Required qualifications, capabilities, and skills



* A valid and active Series 7 and Series 63


* 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



* Bachelor's degree preferred or equivalent experience


* 2 years of relevant financial services or brokerage 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)

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