1 financial solutions advisor jobs found in Dallas, TX

At J.P. Morgan Wealth Management, 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 an Outbound Client Acquisition Associate within our Wealth Management Department, you'll at the front line of our growth strategy. The Outbound Client Acquisition Associate is dedicated to helping clients achieve their financial goals through trusted relationships and world-class service. Our culture of opportunity drives fresh ideas and fosters an environment where everyone can thrive.      Job Responsibilities: Proactively engage both warm leads and cold prospects via phone, email and digital channels. Deploy targeted campaigns and high-volume outreach (dials, contacts, inquiry-to-lead). Conduct goals-based discovery to uncover financial objectives and pain points. Convert prospects into new clients, driving net new assets, referrals and...