JPMorganChase · 7 hours ago
J.P. Morgan Wealth Management - New Client Investment Specialist
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Hybrid
Entry, Mid Level
$61K/yr - $80K/yr
2+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a New Client Investment Specialist in J.P. Morgan Wealth Management, you will provide exceptional client experiences, engage with prospective clients, and drive business development by identifying new investment opportunities.
Asset ManagementBankingFinancial Services
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
Qualification
Required
Valid and active Series 7 license
Valid and active Series 63 license
Solid understanding of financial markets with the ability to simplify complex financial concepts
Solution-oriented mindset focused on achieving best possible outcomes for clients' personalized goals
Ability to manage multiple priorities in a fast-paced environment while demonstrating strict attention to detail
Exceptional interpersonal and communication skills with the ability to build rapport and credibility
Client-focused approach with strong relationship-building capabilities
Preferred
Bachelor's degree or equivalent experience
Two years of financial services or brokerage relationship building experience
Experience with wealth management products and advisory services
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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