Investment Phone Specialist - Hybrid/Remote Client Advisory
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
JPMorgan
Chase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and retirement planning needs by phone, driving exceptional client experiences and growth. The role emphasizes compliance, state registrations, and partnership with teams.
The position involves handling inquiries, executing trades, and using AI-powered tools to enhance service quality, with training onsite followed by a hybrid work arrangement.
This role, Investment Phone Specialist
- Hybrid/Remote Client Advisory at JPMorgan Chase & Co., could be your next career step.
This role, Investment Phone Specialist
- Hybrid/Remote Client Advisory at JPMorgan Chase & Co., could be your next move.
Are you ready to take on the Investment Phone Specialist
- Hybrid/Remote Client Advisory role at JPMorgan Chase & Co.?
We would love to welcome a new Investment Phone Specialist
- Hybrid/Remote Client Advisory to our team in Columbus, OH, United States.
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