National Remote Wealth Planning Advisor

JPMorgan Chase & Co.

Remote job

JPMorgan Chase & Co. in Tempe, AZ is seeking a Personal Advisor to grow our remote advisory channel within Wealth Management. You will meet clients via video or phone, craft customized financial plans, and align clients with CIO-managed portfolios. This role supports a full book of clients in a full-time office environment. Preferred candidates have 3+ years in financial services or brokerage, a Bachelor's degree, and CFP is a plus. Licenses must be active and multi-state. #J-18808-Ljbffr JPMorgan Chase & Co.

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Vacancy posted 4 days ago

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