Hybrid Investment Advisor: Brokerage & IRA Specialist
JPMorgan Chase & Co.
A leading financial services firm in Plano, Texas is seeking a Licensed Investment Professional to assist clients with their brokerage accounts. The role emphasizes customer service and requires a valid Series 7 and Series 63. Ideal candidates have a strong compliance record and excellent communication skills. Following training, the position offers a hybrid work model, with three days in the office and two days remote. Applicants should be adaptable and able to manage multiple priorities in a fast-paced environment. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Hybrid Investment Advisor: Brokerage & IRA Specialist in Plano, TX vacancy
$90k - $120k
Willis Towers Watson is looking for an Investment Advisor Representative in Richardson, Texas. The role focuses on delivering investment advisory... ...with regulatory standards while using a technology-enabled, hybrid advisory model. The ideal candidate will have an active IAR...Suggested$90k - $120k
Description The Role The Investment Advisor Representative (IAR) is responsible for delivering investment... ..., supported by a technology-enabled, hybrid robo-human advisory model. The role... ...Advisor (RIA), Fixed Insurance Brokerage (FIB), and/or broker‑dealer models, with...SuggestedTemporary workLocal areaFlexible hours- HCSC is looking for an Actuarial professional in Richardson, Texas. This hybrid role involves participating in the implementation and detailed analysis of actuarial models for various functions such as pricing and underwriting. The ideal candidate will possess a Bachelor...Suggested
- ...skills. The role also involves building relationships with IT leaders and ensuring accurate financial reporting. The position offers hybrid working conditions and includes benefits such as medical and dental coverage, a 401K plan, and opportunities for certification. #J...Suggested
- Altair Global in Frisco is seeking a Global Compensation Specialist for a full-time temporary position, supporting the Global Compensation... ...'ll work 5 days in-office during training and transition to a hybrid model afterwards. Responsibilities include administering cost estimates...SuggestedFull timeTemporary workWork at office
$66.96k - $78.75k
Onbe is looking for a Marketing Operations Specialist to support lead-to-MQL programs and optimize the company website. This hybrid position involves launching nurture campaigns and managing workflows to enhance conversion performance across various channels. The ideal...$41.7k - $92.8k
...supporting and developing cooperative relations with healthcare providers, ensuring ease of doing business with HCSC. The position is hybrid, requiring office attendance three days per week. Key responsibilities include managing provider relationships, onboarding, issue...Work at office3 days per week$82k - $164k
...Principal Specialist, Fp&A The RTX Enterprise Services Strategic Affordability Analysis (SAA) organization is seeking an individual to... ...care. Learn More & Apply Now! Work Location This is a hybrid role, eligible candidates must reside within commuting distance...Temporary workWork experience placementRelocationFlexible hours- ...designation and at least 3 years of actuarial experience. Additional skills in Python, SQL, and VBA are preferred. The position offers a hybrid work environment, competitive compensation, and extensive benefits including a 401(k), paid time off, and a bonus plan. #J-18808-...
- MarketingHQ offers a hybrid Marketing Operations position focusing on lead-to-MQL programs and website optimization. You'll launch and maintain campaigns across email and automation channels while collaborating with various teams. The role requires strong HubSpot experience...
$68.67k - $72.49k
...have a Bachelor’s degree and 2-4 years of relevant experience, with strong communication and organizational skills. The position offers a hybrid work model with a salary range between $68,670 and $72,485 annually, plus bonus eligibility. #J-18808-Ljbffr KFC Corporation- Selerix Systems, Inc. is seeking an Enrollment Specialist for their Plano office to manage year-round enrollment for customers and contracted... ...and strong communication skills. The position offers a hybrid work schedule and benefits including medical insurance and 4 weeks...Work at office
- ...essential. The role supports smooth office operations by coordinating among departments. Candidates should have experience in administrative roles and basic PC skills such as Word and Excel. A hybrid working model is offered with flexible hours. #J-18808-Ljbffr QUICK USAPart timeWork at officeFlexible hours
$65k - $120k
...requires strong communication skills and a Bachelor's degree in Accounting or Tax, alongside a CPA or CFP certification. The role offers hybrid work flexibility after an initial training period. Compensation ranges from $65,000 to $120,000 with generous benefits including...Full time- ...Investment Professional At JPMorganChase Wealth Management, we have... ...external clients with their brokerage accounts, to help them reach... ...such as Traditional and Roth IRAs Create business efficiency... ...Following training, transition to a hybrid environment, where team...Work at officeLocal areaRemote workMonday to Friday3 days per week
$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-... ...the 'many hats' of a typical Financial Advisor. Now is your opportunity to use your... ...have the opportunity to participate in our hybrid work from home program. This program is...Work experience placementWork at officeWork from homeFisher Investments
Plano, TX2 days ago- ...Investment Professional At JPMorganChase Wealth Management, we have... ...external clients with their brokerage accounts, to help them reach... ...such as Traditional and Roth IRAs Create business efficiency... ...Following training, transition to a hybrid environment, where team...Work at officeLocal areaRemote workMonday to Friday3 days per week
$100k - $125k
...s degree and 5-7 years of experience in Information Security. This position offers a competitive salary between $100,000 and $125,000 and a hybrid work environment, ensuring flexibility while prioritizing essential security practices. #J-18808-Ljbffr Prestige Staffing$25 - $28 per hour
Akraya Inc is seeking an Instructional Design & Multimedia Specialist to enhance learning in their Operations team. This role focuses on... ...proficiency with tools like Articulate and Camtasia. This is a hybrid position based in Plano, TX or Atlanta, GA, with a pay range of...Hourly pay- Addus HomeCare, Inc. is seeking a Full Time Operational Accountant II for their Corporate office in Frisco, TX. This hybrid role involves maintaining the general ledger, preparing financial statements, and ensuring compliance with accounting principles. Candidates need...Full timeWork at office
- Personal in Plano, Texas is seeking a Financial Planning and Analysis (FP&A) resource for a full-time hybrid position requiring three days onsite. The role involves financial planning, budgeting, and performance reporting, with a strong focus on Oracle ERP and Microsoft...Full time
- Join Vanguard as a Certified Financial Advisor in Plano, TX. In this role, you will establish and maintain long-term relationships, helping... ...and five years of advisory experience. We promote a hybrid working model, blending office and remote work. #J-18808-Ljbffr...Work at officeRemote work
$87.7k - $100.1k
Capital One National Association is looking for a Senior Associate in Financial Planning & Analysis within Auto Finance. This hybrid role involves financial forecasting, modeling, and reporting while partnering with technology business units. The ideal candidate will have...$26 per hour
...Lexipol Media Group is looking for an Accounts Receivable Specialist in Frisco, Texas. This role involves managing cash flow, billing, and customer collections while working 2-3 days a week in the office. The ideal candidate will have a degree in Accounting, ERP software...Work at office2 days per week3 days per weekLexipol Media Group
Frisco, TX1 day ago$90k - $105k
...various factors, including skill set, experience, location, qualifications and other job‑related reasons. Description Transportation Brokerage Sales Manager is responsible for new business development and an aggressive growth plan of a non‑asset, transportation brokerage...Shift work- ...diligence processes. The ideal candidate has 3 to 5 years of relevant experience and strong financial modeling skills. This exciting, hybrid opportunity offers high exposure to the acquisition process in a rapidly growing healthcare platform. #J-18808-Ljbffr AllerVie...
$87.7k - $100.1k
...located in Plano, TX. The role requires a critical thinker with at least 2 years of auditing experience, who is able to work in a hybrid environment. The auditor will focus on auditing major components of business units, assist in planning documentation, and develop relationships...- Fossil Group, Inc. in Richardson, Texas seeks a Director of Portfolio Brand Marketing to lead management of licensed brands including Michael Kors and Diesel. The role involves creating annual global marketing plans, optimizing budget allocations, and leading a team of ...
- ...Contact Center Specialist 1 The Contact Center Specialist 1, working under close supervision, responds to routine inbound phone calls, emails and electronic requests to assist as front line support for product and/or service requests. This may include, but not limited...Immediate start
- ...least 4-6 years of experience in commercial banking. A four-year degree in Business Administration or a related field is required. This position offers a hybrid work arrangement, allowing for both remote and in-office opportunities. #J-18808-Ljbffr SouthState Bank, N.A.Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Investment Advisor: Brokerage & IRA Specialist. Be the first to apply!
Related searches
- esports specialist Plano, TX
- senior specialist Plano, TX
- qc specialist Plano, TX
- mental health specialist Plano, TX
- continuous improvement specialist Plano, TX
- instructional technology specialist Plano, TX
- helpdesk specialist Plano, TX
- messaging specialist Plano, TX
- incident response specialist Plano, TX
- ehs specialist Plano, TX