- US Bank (Tempe, AZ)
- …Functions in management role within Investment Sales. Directs assigned market 's sales efforts and the compliance/administrative duties regarding the sale ... Investments. Responsible for setting and achieving revenue and expense budget for assigned market , and ongoing recruiting and hiring of Financial Advisors to reach … more
- JPMorgan Chase (Tempe, AZ)
- …financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and serve as a liaison between ... as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth + Maintain and track revenue share… more