2 financial solutions advisor jobs found

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...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a...