The Wealth Management Operations service center is responsible for meeting the day-to-day service needs for the Chase Wealth Management Advisor and Client Service Centers as well as the Private Bank and J.P. Morgan Securities no-advice desks.
As a member of the JP Morgan Wealth Management Service & Administration Training & Talent Development team, the Licensing & Registration Analyst professional is responsible for providing support for licensing candidates and assisting in registering candidates to the firm. The primary responsibilities will include progress tracking and working directly with candidates to facilitate their learning.
Job responsibilities
- Coordinating with Licensing and Registration Onboarding Associates to verify licensing status of incoming candidates
- Assisting in the Registration process with progress reports and following up with candidates
- Compiling Licensing Progress data to report to leadership and business partners
- Holding review sessions and facilitating workshops for licensing candidates
- Communicating with external Licensing Vendors
- Working closely with other functions of the Talent Development Team to determine when a candidate will be fully licensed for their upcoming training
- Program roster management, scheduling, and support
- Perform other job-related duties as assigned
- Some travel may be required
Want more jobs like this?
Get jobs delivered to your inbox every week.
Required qualifications, capabilities, and skills
- SIE, Series 7, and Series 63 licenses required
- 1 year minimum brokerage industry experience
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
- Strong verbal and written communication skills
- Experience with coaching and development
- Experience with data tracking and analysis
- Strength in collaborating with key contributors
- Able to measure and evaluate candidate understanding, abilities and skills
Preferred qualifications, capabilities, and skills
- Additional experience with advanced licenses or professional designations
- Experience in Microsoft SharePoint
- Database experience such as Microsoft Access
- Prior Project Management Experience
- Strong Excel skills preferred
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.