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Client Investment Specialist
Remote / Online - Candidates ideally in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-04
Tempe, Maricopa County, Arizona, 85285, USA
Listing for:
JPMorganChase
Full Time, Remote/Work from Home
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Tempe, Arizona is seeking a New Client Investment Specialist to provide exceptional client experiences and drive business development. The ideal candidate will have a valid Series 7 and Series 63, alongside two years of relevant financial services experience. This role includes leveraging a holistic approach to identify client needs and solutions while maintaining strong communication.
The position requires onsite training, transitioning to a hybrid work style after that.
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