Phone-Based Investment Specialist for Client Wealth
JPMorgan Chase & Co.
JPMorgan Chase & Co. in San Antonio seeks an Investment Professional to assist clients with brokerage accounts. This role focuses on delivering exceptional client experiences over the phone and requires licensing in securities, preferably Series 7 and Series 63. The ideal candidate will possess excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. A hybrid work environment is offered after training, with three days in-office and two days remote. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Phone-Based Investment Specialist for Client Wealth in San Antonio, TX vacancy
- ...Outbound Client Acquisition Associate At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients,... ...warm leads and cold prospects via phone, email and digital channels. Deploy... ...-to-lead). Conduct goals-based discovery to uncover financial objectives...TelephoneWork at office
- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary... ...and inclusion. As an Investment Professional (Licensed, Partially... ...the needs of a diverse client base Additional information Must be...TelephoneWork at officeLocal areaRemote workMonday to Friday3 days per week
- ...Investment Professional At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while... ...to meet the needs of a diverse client base Additional information Must be...TelephoneWork at officeLocal areaRemote workMonday to Friday3 days per week
- JPMorgan Chase & Co. is seeking an Investment Professional to support clients in managing their brokerage accounts. The role requires exceptional client service skills and knowledge of financial products, including Individual Retirement Accounts. Candidates must be licensed...Telephone
- JPMorganChase Wealth Management is dedicated to helping... ...Self-Directed online investing platform. The combined... ...5,000 locations. As a Client Safeguarding Lead within... ...communication skills (phone and written): clear articulation... ...of a diverse client base. Preferred...TelephoneMonday to Friday
- ...Investment Management Specialist San Antonio, Texas To proceed with your application... ...Description: Merrill Wealth Management is a leading provider... ...specializing in goals-based wealth management, including... ...and Wealth Management Client Associates help clients pursue...Work at officeWork from homeShift workDay shift
Bank of America
San Antonio, TX3 days ago - TLWM Financial, an established wealth management firm in San Antonio, seeks a Wealth Advisor... .... The role emphasizes engaging existing clients and participating in the advanced... ...preparation of client roadmaps and meetings. A base salary plus bonus, health insurance, and...
- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...Investment Associate in J.P. Morgan Wealth Management, you will provide... ...total rewards package including base salary determined based on the...
$60k
...management firm in San Antonio is seeking a Wealth Specialist to guide clients through their financial journeys.... ...client relationships, conducting investment analyses, and providing tailored... ...The compensation includes a target base salary of $60,000 plus commission, along...- ...organization in San Antonio seeks a Private Wealth Advisor to manage and expand relationships with high-net-worth clients. The role involves financial planning, portfolio... .... Ideal candidates will have significant investment advisory experience and strong communication...
BOK Financial
San Antonio, TX5 days ago $48k - $100k
...advisory sector, including a portable practice generating over $1MM. Responsibilities include delivering goals-based financial planning and managing client portfolios. A competitive salary range of $48,000 to $100,000 is offered, along with industry-leading benefits and...- A leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their wealth through tailored financial solutions. Responsibilities include managing...
- **Wealth Management Advisor** Supported with a robust array of... ...relationships with an established base of clients and organically growing... ...pride in your knowledge of investment solutions and planning prowess... ...accessibility support team:Phone: (***) ***-****Email: accessibility...TelephoneWork experience placementWork at office
- Mariner is looking for a Senior Wealth Advisor in San Antonio, Texas. This role requires leading a wealth management team to create tailored financial strategies for clients. Candidates should possess a bachelor's degree and at least 10 years of relevant experience, including...
- If you are passionate about client experience and goals driven planning, then our team... ...Private Client Advisor(s), within J.P. Morgan Wealth Management Job responsibilities Work... ...as account opening, money movement and investment trades Aid the Advisors by building and...
- ...About the job Home-Based Reservation Specialist As a Remote Travel Specialist, you will be an essential part of our team, guiding clients through every stage of their journey—from the moment... ...inquiries across various channels (email, phone, messaging) in a timely and...TelephoneRemote workWork from home
Jones Express Travel
San Antonio, TX5 days ago $60k - $80k
...Clayton Services is searching for a Client Services Manager to join a well-established financial... ...primary point of contact for clients via phone, email, and in-person interactions Answer... ..., banking, insurance, accounting, wealth management, or other professional services...TelephoneWork at officeClayton Holdings
San Antonio, TX5 days ago- ...Merrill Wealth Management is a leading provider... ...wealth management and investment products and services... ...specializing in goals-based wealth management, including... ...and Wealth Management Client Associates help... ...expectations include leveraging specialists and financial planning...Work at officeWork from homeShift workDay shift
- ...Overview We are seeking a Remote Client Relations Coordinator in the San Antonio area... ...contact for client communication via email, phone, and messaging Assist clients with... ...relations and travel planning Performance-based earning potential with no cap Ideal...TelephoneFor contractorsRemote workFlexible hours
Traveling with Tasha
San Antonio, TX2 days ago - ...Job Description Description: The Client Development Specialist will assist Loan Officers in developing... ...prospective business partners by making phone calls, attending social events where business... ...demand for proposed business based on market research and consumer trends...TelephoneWeekend work
Legacy Mutual Mortgage Services LTD
San Antonio, TX22 days ago - Victory Capital Management is seeking a Wealth Specialist in San Antonio, TX to serve as a trusted advisor and help clients navigate investment options aligned with their goals and risk profiles. You will build and deepen client relationships, identify strategic opportunities...
- ...Job Description The senior wealth advisor position at Mariner will... ...that aligns with each client’s goals and values. The successful... ...wealth management and customized investment portfolios. Participate in... ...management experience with fee-based consulting, tax, mutual funds...
Mariner
San Antonio, TX4 days ago - ...is seeking a talented Wealth Advisor to work with individuals... ...to coordinate with a client's other advisors to... ...the plans and provide investment and insurance... ...of investment products based on financial position,... ...Experience partnering with specialists from different...Local area
SWBC
San Antonio, TX4 days ago - ...Senior Wealth Advisor Senior Wealth Advisors are responsible... ...strategies for high net worth clients to include the placement of wealth... ...financial products based on client needs Establish... ...Management clients as well as investments and risk at a level to discuss...Local area
Hancock Whitney
San Antonio, TX10 hours ago - ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people... ...and promote CityVet team members based on their abilities and accomplishments... ...client experience, whether that is on the phone or face-to-face. It is the job of the...TelephoneFull timeFlexible hours
CityVet
San Antonio, TX4 days ago - ...Collaborate with lead advisors to manage the client service experience, oversee task lists... ...or a related field. Proven experience in Wealth Management or a similar role. CFP, CFA,... ...to these requirements will be determined based on shortage of qualified candidates with...Permanent employmentTemporary workWork at officeFlexible hours
Dormont Manufacturing Company
San Antonio, TX3 days ago - ...of our team, you'll work one-on-one with clients to create personalized insurance and financial... ...your move into sales leadership and wealth management. Income support to get you started... ...applying, you agree to be contacted via phone, email and/or SMS. #J-18808-Ljbffr...TelephoneTraineeship
$40k - $65k
...your lifestyle. Responsibilities Build a client base by growing relationships with your... ...Professional career including leadership, wealth management, and retirement planning What... ...application, you agree to be contacted via phone, email, and/ or SMS. #J-18808-Ljbffr Bankers...TelephoneWork at officeFlexible hours- ...We are an established wealth management firm located in San Antonio... ...in the community. We offer investment management, financial planning... ...individuals. We help our clients to reach their financial and... ...compensate all Wealth Advisors with a base salary plus a bonus model...
TLWM Financial
San Antonio, TX11 hours ago - MY Wealth Planers in San Antonio, TX, seeks an Investment Operations professional to manage daily operations and ensure compliance. The role involves executing trades, handling client onboarding, and utilizing custodial platforms like Schwab and Fidelity. The ideal candidate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Phone-Based Investment Specialist for Client Wealth. Be the first to apply!
Related searches
- investment officer San Antonio, TX
- portfolio analyst San Antonio, TX
- investment banking analyst San Antonio, TX
- investment analyst San Antonio, TX
- investment specialist San Antonio, TX
- virtual phone operator San Antonio, TX
- cashier phone operator San Antonio, TX
- phone sales San Antonio, TX
- work from home telephone San Antonio, TX
- female phone operator San Antonio, TX