Wealth Management – Licensed Investment Professional

Are you passionate about helping others achieve their financial goals? Do you have a strong background in wealth management and investment advisory? If so, we have an exciting opportunity for you to join our team as a Wealth Management – Licensed Investment Professional at J.P. Morgan Chase & Co. As a leading global financial institution, we are seeking motivated individuals who are dedicated to delivering exceptional service and personalized investment solutions to our clients. If you possess a strong understanding of financial markets and hold relevant licenses, we welcome you to apply for this rewarding position. Join us and be part of a dynamic team that is committed to making a positive impact on our clients' financial well-being.

1. Provide personalized investment solutions to clients based on their financial goals and risk tolerance.
2. Conduct thorough analysis of clients' financial portfolios and make recommendations for improvement.
3. Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and trust.
4. Stay up-to-date on current financial market trends and developments to provide informed advice to clients.
5. Utilize strong knowledge of wealth management principles and strategies to help clients achieve their financial goals.
6. Collaborate with other team members and departments to offer comprehensive financial solutions to clients.
7. Adhere to all regulatory and compliance guidelines to ensure ethical and legal standards are met.
8. Continually seek opportunities to grow and expand client base through networking and referrals.
9. Communicate with clients in a clear and professional manner, addressing any questions or concerns they may have.
10. Meet and exceed performance goals and sales targets set by the company.
11. Educate clients on various investment products and services offered by the company.
12. Maintain accurate and detailed records of all client interactions and transactions.
13. Participate in training and development programs to enhance knowledge and skills in wealth management.
14. Proactively identify and address potential issues or risks that may impact clients' investments.
15. Demonstrate a strong commitment to providing exceptional customer service.

According to JobzMall, the average salary range for a Wealth Management – Licensed Investment Professional in Chicago, IL, USA is $90,000 - $130,000 per year. However, this can vary depending on factors such as experience, education level, and employer. Some wealth management professionals may also receive bonuses and commission on top of their base salary.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.