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Annuity Advisor: Client-Focused Financial Planning

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks an Annuity Advisor to deliver exceptional client experiences by guiding clients through annuity products and services. The ideal candidate holds necessary financial licenses, including Series 7 and Series 66, and must excel in adaptability and organization. You will build strong client relationships, simplify financial concepts, and help clients achieve their financial goals. This role emphasizes effective communication and the ability to manage multiple priorities in a fast-paced environment.
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