More jobs:
Client-Focused Licensed Investment Pro; Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Texas is looking for a Licensed Investment Professional to assist clients with their brokerage accounts. This role requires a valid Series 7 and Series 63 certification, a strong compliance record, and the ability to thrive in a fast-paced environment. Responsibilities include helping clients achieve their financial goals and managing multiple priorities efficiently. The position allows for a hybrid work model after training, supporting both customer service and compliance.
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