J.P. Morgan Wealth Management – Investment Professional - Plano, TX
Hybrid · Plano, Texas, United States
Job Summary
Investment Professional at J.P. Morgan Wealth Management in Plano, TX provides client-focused brokerage support, assists clients and prospects with brokerage accounts, discusses Traditional and Roth IRAs, initiates trades, ensures regulatory compliance, and documents client interactions. The role emphasizes building relationships, delivering exceptional service, and collaborating with partners to deepen client relationships; licensing and training are required, with a transition to a hybrid office/remote schedule post-training.
Required Qualifications
- FINRA Securities Industry Essentials (SIE)
- Series 7 and 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
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