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Wealth & Outreach Associate
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-11
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-11
Job specializations:
-
Sales
Inside Sales, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. in Plano, TX seeks an Outbound Client Acquisition Associate for our Wealth Management team. You will engage warm and cold prospects, run high-volume outreach, and uncover financial objectives to convert prospects into new clients.
The role requires Series 7/63 licenses, a 2+ year track record in outbound sales, and strong consultative selling. CRM proficiency and time management are essential for success in this fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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