J.P. Morgan Wealth Management - New Client Investment Specialist

Job description

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 New Client Investment Specialist in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You will help drive business to our Advisors through quality referrals. Job Responsibilities: - 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 - Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel Required qualifications, capabilities, and skills: - A valid and active Series 7 - A valid and active Series 63 - Solid underst...