Investment Concierge - Phone & Client
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Banking & Finance
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 are looking to fill the Investment Concierge - Phone & Client Growth position at Aumni in Tempe, AZ, United States.
The position is based in Tempe, AZ, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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