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Investment Solutions Specialist Clients; Hybrid
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-07
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Tempe, Arizona, is seeking a New Client Investment Specialist to enhance client experiences and drive business development. The role requires a valid Series 7 and Series 63, alongside strong interpersonal and communication skills. You will engage with prospective clients, uncover investment opportunities, and help direct clients effectively.
This role offers a mix of onsite and hybrid work arrangements, alongside a competitive salary and comprehensive benefits package.
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