JPMC
The Licensed Investment Professional at J.P. Morgan Wealth Management assists clients and prospects with brokerage accounts, helping them reach their financial goals through exceptional customer service and capital market transactions. This role involves discussing retirement accounts, resolving client inquiries, and documenting interactions to meet regulatory requirements. The position requires a valid Series 7 and Series 63 license and offers a hybrid work environment after initial training.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role