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Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ

JPMorgan Chase
Location πŸ“ Tempe, United States
Posted πŸ“… June 22, 2026
Work Type ⏰ Full-time

Position Overview

At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

β€’ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
β€’ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
β€’ Create business efficiency by...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
other-general
🏠
Work Arrangement
On-site
πŸ“
Location
Tempe, United States