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Investment Phone Specialist — Client & IRAs; Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-05
Listing for:
JPMorgan Chase Bank, N.A.
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase Bank, N.A. is seeking an Investment Professional to enhance client experiences through brokerage account management and investment solutions. This role involves assisting clients over the phone, discussing various IRA options, and utilizing advanced tools for client growth.
The ideal candidate must obtain the necessary financial licenses within the first 90 days and demonstrate strong compliance records and customer service skills. This position transitions to a hybrid work model after training, requiring onsite presence three days a week.
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