Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

New Client Investment Specialist - Hybrid/Remote

JPMorgan Chase

San Antonio, TX
  • Remote job

JPMorgan Chase is seeking a New Client Investment Specialist in San Antonio, Texas. This role focuses on providing exceptional service to clients and engaging with potential customers to identify investment opportunities. Candidates should possess a valid Series 7 and 63 licenses, along with a strong understanding of financial markets and excellent communication skills. The position offers a hybrid work model after training, allowing for both onsite and remote work. #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the New Client Investment Specialist - Hybrid/Remote in San Antonio, TX vacancy
  • Chase is looking for a New Client Investment Specialist in Tempe, Arizona, to provide exceptional service for our clients in the...  ...financial markets. Following training, the role transitions to a hybrid model, allowing two days of remote work each week. #J-18808-Ljbffr Chase
    Remote job

    Chase

    Tempe, AZ
    3 days ago
  •  ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm for helping our...  ...Following training, transition to a hybrid environment, where team members work...  ...the office three days a week and work remote two days. Department is open the following... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    Chase

    Columbus, OH
    4 days ago
  •  ...enthusiasm for helping our clients, building relationships,...  ...diversity and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth...  ...training, transition to a hybrid environment, where team members...  ...days a week and work remote two days. Department is open... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    JPMorgan Chase

    Tempe, AZ
    4 days ago
  •  ...enthusiasm for helping our clients, building relationships,...  ...diversity and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth...  ...training, transition to a hybrid environment, where team members...  ...days a week and work remote two days. Department is open... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    JPMorganChase

    Tempe, AZ
    2 days ago
  • $85k - $115k

     ...infrastructure and an executive team actively investing in AI-native finance. We're hiring an...  ...analytical roles. Exceptional new grads with strong internship...  ...experience, plus an annual bonus target. Remote‑Enabled & Flexible Hybrid‑Based Working Model in our New York City... 
    Remote work
    Internship
    Work at office
    Flexible hours
    Day shift

    Parking Network BV

    New York, NY
    11 hours ago
  • JPMorgan Chase Bank, N.A. is looking for a New Client Investment Specialist in Tempe, Arizona. In this role, you will leverage a holistic approach...  ...position requires onsite work initially, transitioning to a hybrid model post-training, along with comprehensive benefits... 

    JPMorgan Chase Bank, N.A.

    Tempe, AZ
    3 days ago
  • JPMorganChase in Tempe, Arizona is hiring a New Client Investment Specialist to enhance client experiences and identify investment opportunities. You...  ...an understanding of financial markets. The role offers a hybrid work environment, requiring onsite presence three days a... 
    3 days per week

    JPMorganChase

    Tempe, AZ
    1 day ago
  • Lexicon is seeking a Client Acquisition Representative in Missouri to be the first point...  ...& Cordell. The role involves guiding new inquiries, engaging with clients, and scheduling...  ...for performance. Opportunities for hybrid or remote work exist as the representative gains... 
    Remote work

    Lexicon

    Kansas City, MO
    4 days ago
  • $24 - $26 per hour

     ...are currently seeking a Financial Business Analyst - Hybrid in New York, New York to join our team in New York, New...  ...work a Hybrid schedule (3 days in the office, 2 days remotely) in New York, New York at the client’s location. And while this is a fulltime position, please... 
    Remote work
    Full time
    Temporary work
    Work at office
    Flexible hours

    NTT Data Americas, Inc.

    New York, NY
    4 days ago
  •  ...way they work and serve their clients like OneDigital. Fresh thinking...  ...portfolio needs. The schedule is hybrid and in-office Tuesday, Wednesday, and Thursday, while remote Monday and Friday....  ...~ Ability to quickly learn new tools and systems and adapt to... 
    Remote work
    Contract work
    Work at office
    Local area
    Monday to Friday

    OneDigital

    Atlanta, GA
    1 day ago
  • Fairygodboss is seeking an Investment Professional (Licensed or Unlicensed...  ...In this role, you will assist clients with their brokerage accounts,...  ...Following initial training, work in a hybrid environment with three days onsite and two days remote. #J-18808-Ljbffr Fairygodboss
    Remote job

    Fairygodboss

    Tempe, AZ
    2 days ago
  • JPMorgan Chase & Co. in Chicago is seeking an Investment Professional to assist clients with their brokerage accounts and deliver exceptional client service...  ...to a team environment. This position includes a hybrid work model after initial training, requiring onsite work... 
    Remote job
    3 days per week

    JPMorgan Chase & Co.

    Chicago, IL
    21 hours ago
  • $30 - $36 per hour

    Investment Operations Analyst (Cash Focus) -Newton, MA (Hybrid) We are seeking candidates for an Investment Operations...  ...4 days per week, remote 1 day per week....  ...monitor, and reconcile client-directed cash activity...  ...Identify processes requiring new or updated procedures and... 
    Remote work
    Contract work
    1 day per week

    Daley And Associates, LLC

    New York, NY
    2 days ago
  • $145k - $185k

    A corporate development firm is looking for a Corporate Development Associate to work in a hybrid model from New York, NY. This role typically involves engaging in corporate development initiatives and offers a competitive annual compensation ranging from $145,000 to $1... 

    TEEMA Solutions Group

    New York, NY
    3 days ago
  • $35 - $45 per hour

    Reconciliation Analyst - Investment Management We are seeking candidates for...  ...the firm’s records and those of client custodians, prime brokers, and accounting...  ...workweek. This position offers a hybrid work model, onsite 4 days per week, remote 1 day per week. Responsibilities... 
    Remote job
    Contract work
    Bank staff
    1 day per week

    Daley And Associates, LLC

    Boston, MA
    2 days ago
  •  ...portfolio needs. The schedule is hybrid and in-office Tuesday, Wednesday, and Thursday, while remote Monday and Friday.Work with the...  .... Ability to quickly learn new tools and systems and adapt to...  ...benefits to our people as we do our clients.It also means feeling safe to... 
    Remote work
    Contract work
    Work at office
    Monday to Friday

    Digital Insurance LLC

    Atlanta, GA
    3 days ago
  • $50k - $75k

     ...Recruitment Solutions - Sales Executive - Hybrid - New York, NY Share this job Facebook...  ...accounting and finance. We work with premier clients, from small businesses to Global Fortune...  ...will participate in our best-in-class remote training program. The New Colleague... 
    Remote work
    Permanent employment
    Full time
    Temporary work
    Work experience placement
    Live in
    Local area
    Work from home

    The Adecco Group

    New York, NY
    2 days ago
  • A leading software company is seeking a Sales Account Executive - New Business to drive customer acquisition and revenue in the DACH region. This hybrid role involves full-cycle sales ownership, from prospecting to closing deals. The ideal candidate will have a strong... 
    Remote job
    Flexible hours

    Aptean

    New Bremen, OH
    2 days ago
  • $30 - $40 per hour

     ...currently seeking candidates for an Investment Product Reporting Analyst...  ...collaboratively with Product Reporting and Client Operation teams and will...  ...). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week. Responsibilities Assist... 
    Remote work
    Contract work
    Work at office
    Immediate start
    1 day per week

    Daley And Associates, LLC

    Boston, MA
    2 days ago
  • $22 - $26 per hour

     ...New Client Specialist / Intake Agent At The Jeffcoat Firm, we are dedicated to serving everyday people in crisis. Led by CEO...  ..., and confident in their next steps. This is a hybrid role (50% in-office / 50% remote) that requires professionalism, empathy, attention to... 
    Remote work
    Hourly pay
    Work at office
    Monday to Friday

    The Jeffcoat Firm

    Columbia, SC
    1 day ago
  • $145k - $185k

     ...financial services company is looking for an Investment Compliance Analyst based in New York, NY. This role involves ensuring adherence...  ...specifications. Candidates should be prepared for a hybrid work environment, balancing remote and in-office responsibilities. #J-18808-... 
    Remote work
    Full time
    Work at office

    TEEMA Solutions Group

    New York, NY
    3 days ago
  • $50k - $75k

     ...accounting and finance, working with clients from small businesses to...  ..., cold calling, generating new business, cultivating relationships...  .... You will participate in a remote training program that provides...  ...to work from home or in a hybrid model while staying connected... 
    Remote work
    Permanent employment
    Full time
    Temporary work
    Work experience placement
    Local area
    Work from home

    The Adecco Group

    New York, NY
    1 day ago
  • $95 - $185 per hour

     ...About the job IT Auditor Cloud and Cyber -New York, NY -Hybrid IT Auditor Cloud and Cyber -New York, NY -Hybrid FinTrust Connect...  ...current market ranges. Contract Hybrid New York NY or Remote US W2 or 1099 How to apply: Apply on our site FinTrust... 
    Remote work
    Hourly pay
    Contract work

    FinTrust Connect LLC

    New York, NY
    2 days ago
  • State Employees' Credit Union is seeking an Investment Operations Specialist in Raleigh, NC, to work closely with Financial Advisory Service specialists...  ...strong multi-tasking capabilities. Opportunities for hybrid remote work are available. SECU champions the philosophy of '... 
    Remote work

    State Employees' Credit Union

    Raleigh, NC
    1 day ago
  •  ...Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction...  ...attention to detail are essential. The position offers a hybrid work model, combining office and remote days, and includes benefits such as generous PTO... 
    Remote work
    Work at office

    Fiducient Advisors

    Chicago, IL
    21 hours ago
  • $40k - $50k

     ...Transamerica, facilitating IRA and annuity new business processes and resolving...  ..., work location designation (in-office, hybrid, remote) and operational needs. Salary may vary...  ...million people across the globe.* It offers investment, protection, and retirement solutions, always... 
    Remote work

    Transamerica

    Cedar Rapids, IA
    3 days ago
  • $145k - $185k

     ...A financial services firm in New York is seeking an Equity Underwriting Analyst to support...  ...$145,000 and $185,000, and operates in a hybrid work environment. Candidates should possess a solid understanding of equity investments and the ability to assist with financial... 

    TEEMA Solutions Group

    New York, NY
    11 hours ago
  • $52k - $60k

     ...facilitating IRA and annuity new business processes and resolving...  ...Follow-up with clients on outstanding new account paperwork...  ...location designation (in-office, hybrid, remote) and operational needs. Salary...  ...across the globe.* It offers investment, protection, and retirement... 
    Remote work

    Transamerica

    Cedar Rapids, IA
    1 day ago
  • $130k - $200k

     ...Description Insurance Defense Litigation Attorney – New York / New Jersey – $130k - $200k - Hybrid Remote   Founded in the 1990’s, we are a full service...  ...litigation defense for insurers, corporations, and insured clients, with offices in 11 states.   What we Offer: ~... 
    Remote job

    PinnacleConnect LLC

    New York, NY
    2 days ago
  •  ...City, NJ, is seeking a driven Investment Representative. This role involves...  ...cold calls to develop new relationships and maximize financial...  ...opportunities for existing clients. Ideal candidates are motivated...  ...Employment is full-time with flexible hybrid options available. #J-18808-... 
    Full time
    Flexible hours

    Alberto Santana - State Farm Agent

    Jersey City, NJ
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to New Client Investment Specialist - Hybrid/Remote. Be the first to apply!