Wealth Management Divisional Annuity Specialist jobs at Jpmorgan in United States, Los Angeles
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United States
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Los Angeles
20 jobs found
14.09.2024
JPM
JPMorgan Wealth Management Divisional Annuity Specialist United States, California, Los Angeles
Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors. Develop and manage advisor campaigns and tracks success results based on statistical data...
Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliatechannels. Proactively contact broker-dealer firms to identify avenues for...
Provide sales support to a team of three Client Specialists. Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support...
Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics. Serve as a resource to the USWM field in the areas of financial,...
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale. Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP...
Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors. Develop and manage advisor campaigns and tracks success results based on statistical data...
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