Client-Focused Investment Professional
Listed on 2026-10-19
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Finance & Banking
Wealth Management, Financial Sales, Banking & Finance, Financial Advisor / Consultant
J.P. Morgan Wealth Management is seeking an Unlicensed Investment Professional to assist clients by telephone, uncover investment needs, and deliver an exceptional client experience while adhering to regulatory requirements.
The role involves discussing IRAs, initiating capital market trades, and documenting client interactions. Training will begin on-site with a transition to a hybrid work model, requiring adaptability and strong teamwork across departments.
The Client-Focused Investment Professional position in the Finance, Sales field is open for applications.
Step into the Client-Focused Investment Professional role at Testing Site - JPMC in Plano, TX, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Plano, TX, United States.
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