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J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As a Transition Specialist you will be embedded with a newly recruited Financial Advisor(s) team to J.P. Morgan Advisors, and actively transitioning their clients and business from their previous firm. You’re extensively involved with the Financial Advisor and client contact and will be involved in all activities that touch prospective or existing clients of the newly recruited Advisor and support team. You will be a day-to-day training resource to the new Financial Advisors and their existing support staff around J.P. Morgan Advisors procedures, systems, and best practices.
Responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
Full Time
Banking
$80k-108k (estimate)
03/18/2024
06/14/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
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