JPMorgan Chase & Co.
Southwest External Retirement Plan Advisor - VP Level
JPMorgan Chase & Co., Plano, Texas, us, 75086
A leading global asset manager is seeking an External Client Advisor Retirement to promote small and mid-market workplace retirement plans through Financial Advisors. This role involves driving sales growth, preparing client presentations, and managing client relationships. The ideal candidate has a Bachelor's Degree, relevant experience in retirement wholesaling, and is licensed with Series 7 and 63. Strong communication and organizational skills are essential, along with a willingness to travel extensively across the South West territory.
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