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Platform Solutions Advisor - Tax-Smart RIAs
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-27
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
A leading financial institution in Phoenix, Arizona, is seeking a Platform Solutions Client Advisor. This role involves collaborating with clients to provide growth solutions and tax-smart implementation capabilities. Candidates should have over 10 years of experience in sales or client engagement, a deep understanding of tax management, and strong interpersonal skills. The position offers a chance to contribute to innovative solutions in a dynamic environment, with responsibilities including managing client relationships and promoting investment products.
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