- JPMorgan Chase (Dallas, TX)
- …investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on ... planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite...ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced… more