1+ months

Financial Consultant - Plano, TX

Plano, TX 75074
  • Job Code
    190066697
As part of Consumer Banking, Financial Consultants are key members of the J.P. Morgan Securities service team dedicated to creating great client experiences. Financial Consultants work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. You are responsible for providing an exceptional investor experience by proposing advised solutions and Chase partner referrals that deepen client relationships. Financial Consultants create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions. You will be responsible for documenting all client conversations and meeting all regulatory requirements around these activities.
Keyword: card%20services

Categories

Posted: 2020-08-14 Expires: 2020-10-21

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Financial Consultant - Plano, TX

JPMorgan Chase & Co.
Plano, TX 75074

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast