Client-Focused Investment Professional
Plano, Collin County, Texas, 75086, USA
Listed on 2026-10-19
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
J.P. Morgan Wealth Management seeks a Licensed Investment Professional to assist clients with brokerage accounts and investment needs over the phone, helping them reach financial goals.
The role emphasizes relationship building, regulatory compliance, and delivering exceptional service in a fast-paced environment. Candidates should hold Series 7 and 63, with a strong compliance record and ability to work independently or in a team, adapting to changing priorities.
This is a great opportunity to take on the Client-Focused Investment Professional — Hybrid Role role at Testing Site - JPMC.
We would love to welcome a new Client-Focused Investment Professional — Hybrid Role to our team in Plano, TX, United States.
For the Client-Focused Investment Professional — Hybrid Role position at Testing Site - JPMC, we are reviewing applications now.
Step into the Client-Focused Investment Professional — Hybrid Role role at Testing Site - JPMC in Plano, TX, United States and grow with us.
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