JPMorganChase
The Annuity Specialist supports advisors across J.P. Morgan Wealth Management by providing expertise on annuity solutions to meet client investment and income needs within the Goals Based Advice Framework. This role involves educating advisors on financial products, resolving inquiries, and building relationships to increase the adoption of annuity solutions. The specialist collaborates with internal and external partners to deliver comprehensive retirement and financial security outcomes for clients.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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