JPMC
The Unlicensed Investment Professional role at J.P. Morgan Wealth Management focuses on assisting clients with brokerage accounts and delivering exceptional customer service over the telephone. This position involves helping clients reach their financial goals, discussing retirement accounts, and initiating trades in a fast-paced environment. The role requires strong communication skills, adaptability, and a commitment to regulatory compliance.
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.
32% above the average for this role