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

Licensed Investment Professional responsible for assisting clients and prospects with brokerage accounts via telephone, discussing IRAs (Traditional and Roth), initiating trades, documenting interactions to meet regulatory requirements, and delivering exceptional client service. Must build partnerships with business partners, manage multiple priorities in a fast-paced environment, diagnose and resolve client inquiries, and identify opportunities to deepen relationships. Preferred Bachelor’s degree or equivalent experience with 2 years of relevant financial services or brokerage experience; strong communication and customer service skills; able to work onsite 8:30am–5:00pm during training and transition to a hybrid schedule (in-office three days a week, remote two days). Open hours include 7 AM–8 PM EST with potential non-standard schedules.