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Investment Professional

Banking & Finance

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JPMorgan Chase & Conullfeatured image

The nation's largest bank, with locations all over the United States, Chase offers candidates the opportunity to work in almost every financial field, along with competitive pay and career pathways. They're also committed to racial and social justice, with programs such as the Second Chance Initiative and a $30 billion commitment to advancing racial equity. Chase Bank believe its diverse workforce helps it reach and maintain its world class status. Join the inclusive team at Chase Bank and apply for Investment Professional roles today.

Job Highlights

  • Assist clients with brokerage accounts over the telephone, including Traditional and Roth IRAs
  • Answer client calls quickly, identify client needs, initiate trades in the capital markets, and complete service-oriented transactions
  • Help clients successfully navigate the Chase.com website
  • Document all client conversations and meet all regulatory requirements

Candidate Profile

  • High school diploma or GED required; college degree preferred
  • FINRA Series 7 and 63 (or equivalent) or obtained within 90 days and at least two years of financial services or brokerage experience preferred
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong organizational skills and detail-oriented, demonstrating working knowledge of Windows and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
Theodore was hired for Chase's Associate Banker role in March 2021.  He describes his new role as being the quarterback:  “I initiate all the plays by assessing the customers’ needs and passing them to right person." His job is to greet people as they come into the branch, assist them with ATM transactions, and help them with account maintenance. For his future goals at the company, Theodore wants to keep making people feel welcomed. He just turned 71 years old and believes he has met all his aspirations.  

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