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Investment Phone Advisor: Client & IRA
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-06-18
Listing for:
JPMorganChase
Full Time
position Listed on 2026-06-18
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Westerville
JPMorgan
Chase is looking for an Investment Professional in Westerville, Ohio, to engage clients and assist them with their brokerage accounts. Candidates should be enthusiastic about providing exceptional client service and possess necessary licenses such as Series 7 and 63 within 90 days of hire.
The role involves helping clients navigate their financial goals, requiring excellent communication skills and the ability to thrive in a fast-paced setting. This position offers a hybrid work environment after initial training.
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