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Hybrid Investment Phone Specialist — Client Growth
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-08
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
JPMorgan Chase & Co.'s Wealth Management team is seeking an Investment Professional to support clients over the phone and in person, helping them reach their financial goals through informed guidance and exceptional service.
You will navigate licensing requirements, manage client inquiries, discuss IRAs, and use AI-assisted tools to deepen client relationships while partnering with advisers across the firm.
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