VP, Platform Solutions: Tax-Smart Growth for RIAs
JPMorgan Chase & Co., San Francisco, California, United States, 94199
A leading financial services firm in San Francisco is seeking a Platform Solutions Client Advisor to enhance tax management services for RIA clients.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
This role demands a depth of understanding in wealth management and sales experience spanning over 10 years.
The advisor will drive business growth through effective relationships while promoting investment solutions tailored for the clients served.
Ideal candidates will possess consultative sales skills, strong teamwork orientation, and a passion for technology-driven products. xsgimln
Series 7 and 63 certifications are required.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
This role demands a depth of understanding in wealth management and sales experience spanning over 10 years.
The advisor will drive business growth through effective relationships while promoting investment solutions tailored for the clients served.
Ideal candidates will possess consultative sales skills, strong teamwork orientation, and a passion for technology-driven products. xsgimln
Series 7 and 63 certifications are required.