Client Investment Specialist - Hybrid
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-16
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking a New Client Investment Specialist in Tempe, Arizona to enhance client relationships and drive business development. The ideal candidate will have valid Series 7 and Series 63 licenses and strong interpersonal skills to address client investment needs effectively. Responsibilities include engaging with clients through marketing initiatives and providing exceptional service in a hybrid working environment.
This role requires attention to detail and the ability to manage various priorities successfully.
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