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Wealth Management

Wealth Management: Affluent Client Services Lead

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Tempe is seeking a Team Leader for their investment client service team. This role focuses on coaching and leading professionals to deliver exceptional service experiences for affluent clients, emphasizing a client-first culture. The ideal candidate will have a strong background in investment services, proven leadership skills, and certifications such as FINRA Series 7 and 63.

The position promises a dynamic work environment and opportunities for personal and professional growth.
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