Title: Investment Professional Location: Plano United States Job Description: JobID: 210730481 Category: Client Operations JobSchedule: Full time Posted Date: 2026-03-31T13:52:01+00:00 JobShift: :At J.P. Morgan 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 Unlicensed Investment Professional in J.P. Morgan 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 - Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone - Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs - Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction - Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills - FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment - Strong compliance record in prior position(s) and ability to hold a registration in all 50 states - Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment - Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change - Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills - Bachelor's degree preferred or equivalent experience - 2 years of relevant financial services or brokerage experience - Flexibility, self-motivation, coachability, and passionate for helping people - Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: - Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. - Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Job descriptions may display in multiple languages based on your language selection. What we offer: At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied responsibilities as well as a wide range of development prospects. Because we believe that your career path should be as unique as you are. Group Summary: The Mechatronics, Mirrors and Lighting group specializes in automotive technologies that are driving the future of mobility. Combining a deep systems knowledge to develop unique vehicle access experiences, intelligent visions systems and advanced automotive lighting technologies, MML's expertise light the path to innovation, safety and styling. Job Responsibilities: 1. Strategic Planning (30%) - Collaborate with senior leadership to formulate medium- and long-term financial strategies, considering: - New vehicle launches and market acceptance - Production capacity and supply chain constraints - R&D investment in electric and autonomous vehicle technologies - Fluctuations in raw material costs and currency exchange rates - Conduct in-depth market analysis to capture trends in consumer behavior, regulatory impacts (e.g., emissions and fuel efficiency), and competitive activities. - Build and maintain complex financial models incorporating industry metrics such as production volume, sales mix (vehicle segments), and warranty-related costs. 2. Financial Analysis & Reporting (30%) - Prepare accurate, timely, and segmented financial reports by vehicle categories (e.g., luxury, EV, commercial vehicles). - Analyze financial and operational performance to identify trends, risks, and opportunities, especially those unique to the automotive sector such as inventory management and cost controls. - Support the development of executive presentations and performance commentary tailored to an audience familiar with automotive business dynamics. - Perform standard cost and variance analysis to track actuals against expectations. 3. Budgeting & Forecasting (20%) - Work closely with departmental heads (Sales, Production, Maintenance, Manufacturing, and Program) to develop and maintain annual budgets and rolling forecasts. - Monitor actual results versus budget/forecast and provide variance analysis, taking into account production delays, marketing effectiveness, and shifts in customer demand. - Conduct scenario planning and sensitivity analysis to evaluate the financial impact of key industry changes such as new government regulations, technological disruption, or macroeconomic trends. - Lead and coordinate capital expenditure (CapEx) planning initiatives. 4. Financial Consolidation & Close Process (10%) - Oversee the monthly financial close process, ensuring accuracy, consistency, and compliance with corporate timelines. - Consolidate financial statements across business units and geographic regions to deliver a unified financial overview. 5. Team Leadership & Development (10%) - Lead, coach, and develop a team of FP&A professionals, instilling a strong understanding of the automotive sector. - Support recruitment, onboarding, and upskilling of team members to ensure continued performance and adaptability. - Promote a culture of collaboration, accountability, and continuous improvement across the team. 6. Automotive Industry-Specific Focus - Provide financial modeling and due diligence support for mergers and acquisitions (M&A) in the automotive space. - Remain informed on key trends such as environmental regulation, fuel efficiency standards, and innovation in EV and autonomous technology. - Leverage financial systems and planning tools commonly used in the automotive industry (e.g., Hyperion, Oracle, SAP). Qualifications: - Bachelor's degree in Finance, Accounting, Business Administration, or a related field (CPA or MBA preferred). - 5-7 years of progressive experience in financial planning and analysis, preferably within the automotive industry or a manufacturing environment. - Advanced analytical skills and a strong understanding of financial modeling and forecasting techniques. - Proficient in financial reporting standards (GAAP or IFRS) and industry-specific accounting practices. - Excellent verbal and written communication skills, with the ability to present financial insights clearly to both technical and non-technical audiences. - Strong leadership capabilities with a proven track record of building and managing high-performing teams. - Highly proficient in financial systems and software tools such as Excel, Hyperion Planning, Oracle, and SAP. Core Competencies: 1. Technical Skills (70%) - Financial modeling and forecasting - Financial reporting and performance analysis - Budgeting, standard costing, and variance analysis - Understanding of GAAP/IFRS accounting principles - Knowledge of FP&A systems (e.g., Hyperion Planning, Oracle, SAP) 2. Analytical Skills (20%) - Problem-solving and critical thinking - Market and data analysis - Scenario and sensitivity analysis - Trend identification and strategic interpretation 3. Communication Skills (10%) - Executive-level presentation development - Cross-functional collaboration - Effective written and verbal communication - Influencing and stakeholder engagement Benefits of the Role: - Competitive compensation and benefits package - High visibility with senior leadership and cross-functional teams - Strategic involvement in shaping the company's future within the automotive industry - Access to ongoing learning and development opportunities in financial planning and automotive trends Awareness, Unity, Empowerment: At Magna, we believe that a diverse workforce is critical to our success. That's why we are proud to be an equal opportunity employer. We hire on the basis of experience and qualifications, and in consideration of job requirements, regardless of, in particular, color, ancestry, religion, gender, origin, sexual orientation, age, citizenship, marital status, disability or gender identity. Magna takes the privacy of your personal information seriously. We discourage you from sending applications via email or traditional mail to comply with GDPR requirements and your local Data Privacy Law. Worker Type: Regular / Permanent Group: Magna Mechatronics, Mirrors & Lighting

• drive growth and profitability by acquiring, developing, and maintaining strong relationships with new and existing customers • prospecting: identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers • supporting P&C product marketing within the assigned territory • attending automotive industry events to promote Zurich’s sales and marketing initiatives • relationship management: building and maintaining strong relationships with both new and existing customers • effectively communicating with internal and external stakeholders via various channels (in-person and virtual) • closing: managing and growing your assigned territory to achieve profitability and exceed sales targets • direct sales: conducting sales presentations either in-person or via Microsoft Teams • consulting: collaborating with field team members to ensure seamless implementation of programs and products • building market share: working remotely in an entrepreneurial environment

• Anforderungsaufnahme und -analyse sowie Konzeption und der technischen Umsetzung innovativer SAP-Lösungen auf Basis neuester SAP S/4HANA Technologien. • Mitarbeit in der IT- und Prozessberatung bei der Entwicklung individueller Lösungen mit S/4 HANA Enterprise Management – Themenschwerpunkt Financials - über den gesamten Projektlebenszyklus. • Mitarbeit in interdisziplinären Projektteams in spannenden, klassischen oder agilen Kundenprojekten in unterschiedlichen Branchen. • Durchführung von Kundenworkshops und -Meetings.