Client-Focused Investment Professional; Hybrid
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-15
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking an Unlicensed Investment Professional to assist clients with brokerage accounts and deliver exceptional customer service. You will be responsible for discussing Individual Retirement Accounts, documenting client interactions, and ensuring compliance with regulatory standards. The ideal candidate will have a strong compliance record and the ability to work in a fast‑paced environment. This position requires SIE, Series 7 and 63 licensing, to be obtained within the first 90 days of employment.
Flexibility and strong communication skills are essential.
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