Investment Concierge - Phone & Client
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
JPMorgan
Chase Wealth Management is seeking an Investment Professional (Licensed, Partially Licensed, or Unlicensed) to assist clients with brokerage accounts by phone, helping them reach their financial goals while delivering an exceptional client experience.
You will pursue required licenses within 90 days (Series 7 and 63 or SIE), maintain strong compliance, collaborate with partners, and adapt to a fast-paced environment as the work transitions from onsite to hybrid.
We have an opening for a Investment Concierge
- Phone & Client Growth in Tempe, AZ, United States within Finance, Sales.
Step into the Investment Concierge
- Phone & Client Growth role at Next Frontier Capital in Tempe, AZ, 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.
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