Wealth Management – Licensed Investment Professional

At J.P. Morgan Chase & Co., we are dedicated to helping our clients achieve their financial goals through strategic wealth management. We are seeking a highly motivated and experienced Licensed Investment Professional to join our team and provide personalized financial solutions to our valued clients. If you have a passion for delivering exceptional customer service and a strong background in investment management, we would love to hear from you. In this role, you will have the opportunity to work with a diverse portfolio of clients, utilizing your expertise to help them navigate the ever-changing financial landscape. Join us at J.P. Morgan Chase & Co. and be a part of a dynamic and collaborative team that is committed to delivering the best financial solutions to our clients.

1. Provide personalized financial solutions to clients by utilizing expertise in investment management.
2. Deliver exceptional customer service to clients and maintain strong relationships.
3. Analyze and assess clients' financial situations and develop tailored investment plans.
4. Stay updated on market trends and changes in the financial landscape to effectively advise clients.
5. Work with a diverse portfolio of clients to understand their unique goals and objectives.
6. Collaborate with team members to develop and implement strategic wealth management strategies.
7. Continuously expand knowledge of investment products and services offered by J.P. Morgan Chase & Co.
8. Adhere to all regulatory and compliance policies and procedures.
9. Meet and exceed performance goals and targets set by the company.
10. Act as a trusted advisor to clients, providing guidance and education on investment strategies and opportunities.
11. Maintain accurate and detailed records of client interactions and transactions.
12. Participate in team meetings and training sessions to stay updated on industry developments and best practices.
13. Use effective communication and interpersonal skills to build and maintain strong relationships with clients.
14. Continuously seek opportunities to improve processes and enhance the client experience.
15. Uphold the values and reputation of J.P. Morgan Chase & Co. through professional conduct and ethical practices.

According to JobzMall, the average salary range for a Wealth Management – Licensed Investment Professional in Dallas, TX, USA is $62,000 to $100,000 per year. This may vary depending on the specific company, experience level, and qualifications of the individual.

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.