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Financial Advisor Financial Services

Retirement Plan Specialist - Internal Client Advisor

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-05-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an Internal Client Advisor Retirement Plan Specialist to address the retirement needs of clients. This role involves connecting advisors to retirement plan resources and improving outcomes for small to mid-sized businesses. Ideal candidates will have a Bachelor's degree and licenses Series 7 and 63 within 90 days of hire. Strong sales experience and communication skills are essential for success in this position, which requires managing multiple priorities effectively.

Comprehensive training will be provided as part of joining the team.
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