J.P. Morgan Wealth Management – Licensed Investment Professional - Plano
1 week ago

Job summary
We have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Unlicensed Investment Professional you will assist our internal and external clients with their brokerage accounts.- Assist clients and prospects with brokerage accounts.
- Discuss Individual Retirement Accounts.
- Create business efficiency by focusing on answering calls quickly.
Job description
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