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At J.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDI...
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Type: Permanent Location: Shelby Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:56
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Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 days with the company.
As a Vice President Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and recruit top talent, both internally and externally.
Your primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs.
As a segment subject matter expert, you will manage the end to end recruitment lifecycle for roles within your segment.
Job Responsibilities
* Qualify new requisitions, ensuring information is accurate and job descriptions align with global guidance
* Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies
* Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market
* Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required
* Evaluate (screen), interview and present qualified candidates to hiring managers
* Partner with the interview scheduling team to arrange candidate interviews with hiring teams
* Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time
* Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations
* Conduct pre-offer candidate calls and take ownership of offer negotiation and management
* Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place
* Present to and update senior client groups on recruiting activity and manage escalations effectively
Required Qualifications, Capabilities, and Skills
* 6+ years of experience working within a recruiter role within a talent acquisition agency
* Experience sourcing and pipelining talent
* Demonstrate excellent client management skills
* Demonstrated ability to build relationships and deliver a first class candidate experience
* Excellent communication skills both written and verbal
* Demonstrated ability to present recruiting activity to senior clients when required
* Demonstrated ability to manage client expectations and escalations where appropriate
* Good prioritization and organizational skills with the ability to multi-task
* Demonstrated ability to work independently and as part of a wider team
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and gove...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:53
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking and Deposits 2.0, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Collaborate with Stakeholders by providing technology insights towards delivering efficient solutions.
* Demonstrate strong communication skills with the ability to collaborate with business analysts, solution architects, project managers, product owners and development teams.
* Interact with senior leadership to develop strategy for the application platform.
* Engage in the planning, architecture, design, and development of solutions that satisfy business requirements.
* Utilize excellent organizational skills, proven analytical, planning, problem solving and decision-making skills.
* Work in cross-functional team and collaborate with peers during entire SDLC, ensuring highest quality solutions are delivered.
* Deliver using agile methodology with CI/CD and automated testing and deployment capabilities using devops.
* Adopt to new technologies and methodologies and drive solutions.
* Demonstrate ability to work proficiently and effectively in an Agile/Scrum feature team environment.
* Drive execution capabilities and efficiencies across the organization.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* 10+ years' experience in hand-on expertise in application development.
* Demonstrated proficiency in software applications and technical processes within Java, J2EE, spring, spring boot, Kafka.
* Excellent knowledge in developing microservices.
* Good knowledge in deploying applications using containers and Kubernetes.
* Experience with full development lifecycle from inception through implementation.
* Experience with development, deployment, and support of large-scale distributed applications in a mission-critical production environment.
* Experience with Agile methodologies (SCRUM, KANBAN).
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security.
* Practical cloud native experience - AWS.
* Excellent analytical, communication, organizational and problem-solving skills co...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:53
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Become an integral part of our Mergers & Acquisition team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Mergers & Acquisition, you will need to work well in a team environment, be able to represent the executives and the group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:51
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continue...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:50
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a team based office environment to support the full book of clients.
Job responsibilities:
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits a...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:49
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an associate on ourData Change Governance & Management (DCGM) team, you will drive the extensive change processes supporting Wholesale Credit Risk.
You will report into the Data Change Governance & Management Lead.
The goal of the function is to minimize operational and financial risk to the business through the existing and future change agenda initiatives in addition to increasing transparency, our ability to proactively manage upstream data change management requests in a way that avoids surprises and change management issues.
The change requests can be data or technology driven, and you will be responsible for executing program implementation, business requirement documentation, client impact analysis and regression testing.
Job Responsibilities
* Execute repeatable strategy and streamlined process for seamless execution of data or technology related change requests.
* Manage priorities through planning and effective communication including: articulating status and big picture to the project team and stakeholders, proactively identifying risk and managing escalations.
* Facilitate effective communication and collaboration cross-functional stakeholders including Data Analysts, Business Analysts, Risk Product Owners, Technology Teams, and other stakeholders
* Monitor change progress, provide regular status updates to management, develop polished presentations and materials.
* Analyze changes coming through JIRA and improve impact assessment by collecting feedback from stakeholders and partnering with Finance team through retrospectives.
* Manage release plan inclusive of project or release scope, critical milestones, sourcing requirements, test strategy and execution and implementation checklists and stakeholder / technology activities.
* Perform day to day management and accountability of change initiatives.
* Maintain and update control metrics for monthly reviews.
* Work on project implementation runbooks and stakeholder sign off.
Required qualifications, capabilities, and skills
* 3+ years of Change Management / Project Management and Agile experience
* Experience in implementation and executing change operating model
* Confident person with good judgment and poise to enable interaction/influencing stakeholders
* Have a collaborative style, be flexible, be a team player and have an ability to partner with other team members across global time zones on team deliverabl...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:48
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:47
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Join our team as an Associate Project Manager and play a pivotal role in driving technology and business transformation projects.
Collaborate with diverse Line of Business leads to gain invaluable insights and develop your expertise in Finance and Technology.
If you're a dynamic multitasker with strong communication skills, we want you to help shape the future of our strategic initiatives!
As an Associate - Project Manager, you will support technology-related projects and assist with various initiatives and business transformation efforts.
You will help coordinate end-to-end project execution for P&A and Controllers-related projects, including managing project plans, gathering requirements, supporting design and testing, and tracking dependencies, risks, issues, and benefits realization.
Working closely with different Line of Business (LOB) leads, you will develop a foundational understanding of each project and related business-as-usual (BAU) operations.
You should possess strong communication and organizational skills, demonstrate sound judgment, and have the ability to manage multiple tasks in a dynamic environment.
A background in Finance and/or Technology is preferred.
You will support Line of Business teams in implementing initiatives across Finance's strategic architecture, focusing on platforms for planning and forecasting (e.g., Balance Sheet, RWA, Capital, Revenues, Expenses, Headcount) and contributing to Data Transformation efforts.
Responsibilities
* Assisting in the management of multiple projects within the P&A and Controllers organizations.
This includes helping to define scope, track project plans and timelines, and support the resolution of issues, risks, and dependencies.
Assist in generating management information systems (MIS) reports.
* Supporting effective communication and collaboration among work streams and stakeholders to ensure alignment and engagement.
* Maintaining client relationships by providing consistent and reliable support to ensure a positive client experience.
* Helping organize project updates and maintain project scorecards to track progress and performance.
* Working with business leads to gather and document business requirements, supporting the delivery of successful project outcomes.
* Assisting in the UAT process, including helping to define test strategies and test cases, and coordinating with Lines of Business for testing.
* Supporting the documentation of operating model considerations, including process flows and touchpoints.
* Assisting in the development of training materials and support training sessions for end-users to facilitate the adoption of new systems and processes.
Required qualifications, capabilities, and skills
* Bachelor's degree in Finance or a related field
* At least 4+ years of project management or business analysis experience, with exposure to supporting large-scale projects and initiatives.
Experience in P&A and/or Con...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:47
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Do you take pride in providing an excellent customer experience? Are you outgoing, knowledgeable, and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, then we'd like you to join our team as an Inside Sales & Service Representative .
About the Role:
You will:
* Meet or exceed the sales targets established by your manager.
* Work with your Profit Center Manager to establish revenue and margin targets.
* Accurately process Sales Orders and Bids generated through telephone and in person sales transactions.
* Assist customers who pick up their order at our Profit Center.
* Find innovative ways to grow sales with existing customers and become their trusted advisor.
* Generate sales leads that develop into new customers.
* Identify opportunities for value-added services and articulate our solutions.
* Investigate and resolve customer problems, address pricing deductions and material returns timely and in accordance with Company policy and procedure, follow up to ensure resolution and customer satisfaction.
* Support Sales activities and all Profit Center activities as part of our Profit Center team.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Minimum 1 year experience in customer service or sales; contractor sales preferred
* Knowledge of products sold in the Profit Center
Our ideal candidate will also:
* Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
* Possess outstanding customer service, telephone/verbal communication, and generous listening skills.
* Demonstrate product knowledge to answer customer questions and identify opportunities to upsell or cross sell.
* Build influential relationships and trust with customers and vendors through open and interactive communication.
* Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, ask for the order and close the sale.
* Be able to build positive working relationships and inspire teamwork with co-workers.
* Be able to learn and operate the computer related systems used to process orders.
* Be able to learn to operate warehouse material-handling equipment.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8186 by eQuest
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Type: Permanent Location: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:44
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Are you friendly and do you thrive on providing great customer service? Are you knowledgeable and service oriented? Are you an excellent communicator? If so, we'd like you to join our team as a Customer Service Representative.
About the Role:
You will:
* Accurately process Sales Orders and Bids generated through telephone sales transactions.
* Assist customers who pick up their order at our Profit Center.
* Find innovative ways to grow sales with existing customers and become their trusted advisor.
* Identify opportunities for value-added services and articulate our solutions.
* Investigate and resolve customer problems and address pricing deductions and material returns timely and in accordance with Company policy and procedure, following up to ensure resolution and customer satisfaction.
* Process Inside Sales returns and refund paperwork in accordance with Company policy and procedure.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Complete various daily, weekly and monthly reports.
* Support the Product Manager's activities as needed.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Experience in customer service or inside sales
* Knowledge of products sold in the Profit Center preferred
Our ideal candidate will also:
* Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
* Demonstrate outstanding customer service, telephone/verbal communication, and generous listening skills.
* Demonstrate product knowledge to answer customer questions and identify opportunities to upsell or cross sell.
* Build influential relationships and trust with customers and vendors through open and interactive communication.
* Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale.
* Be able to build positive working relationships and inspire teamwork with co-workers.
* Be able to learn and operate the computer related systems used to process orders.
* Be able to learn to operate warehouse material-handling equipment.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8187 by eQuest
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Type: Permanent Location: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:44
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial t...
....Read more...
Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:43
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:42
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:40
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Mid-Corporate Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Mid-Corporate Banking target space.
Mid-Corporate bankers generally focus on companies between $100 million and $2 billion in sales size.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, b...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:39
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Noblesville, US-IN
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:38
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As an Executive Director, Product Architecture in Payments & Banking Digital & Design, you will guide products that belong to many functional areas by working closely with these cross-functional teams (technology, product, UI/UX & business) to define product requirements once (make sure product debt is kept at a minimum), coordinate resources from groups (design, technology, legal, business users, etc.), and guide the team through key milestones.
The primary goal of this role is ensuring the digital products can deliver a progressive experience, the digital experience is modern and engaging for our clients and the cost to deliver each feature is optimal.
Job responsibilities
* Oversees the product roadmap, vision, development, execution, risk management, and business growth targets
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
* Coaches and mentors, the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Owns product performance and is accountable for investing in enhancements to achieve business objectives
* Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent practical experience
* 8+ years of experience in product management or related role
* 7+ years of experience working cross-functionally with product, engineering, UX/UI, sales, finance, and other stakeholders.
* A rich blend of product and technical background
Preferred qualifications, capabilities, and skills
* Recognized thought leader within a related field
* Understanding & experience of the Payments and Banking landscape
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the f...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:37
-
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
• Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
• Five plus years lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
• Bachelor's degree and formal credit training preferred
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a comp...
....Read more...
Type: Permanent Location: Shelton, US-CT
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:35
-
J.P.
Morgan's Corporate & Investment Bank, a global leader in investment banking, wholesale payments, markets and securities services, manages $29 trillion of assets and $650 billion in deposits.
As part of this, the Alternative Fund Services (AFS) administers over $950 billion in assets globally, providing administration services to more than 150 clients across all alternative asset classes.
As a Vice President in J.P.
Morgan's Alternative Fund Services, you will manage a Fund Accounting team, interpret fund agreements, maintain knowledge of client base and industry standards, serve as senior client escalation, assist with training initiatives, lead special projects, and prepare/review various financial documents.
You will have the opportunity to streamline operational processes and work with a diverse range of clients across all alternative asset classes.
Job Responsibilities:
* Manage a Fund Accounting team and ensure client deadlines are met and work executed in accordance with internal controls
* Interpret fund agreements to determine impact on fund set-ups, financial reporting requirements and NAV reporting
* Maintain thorough knowledge of client base and industry standards (i.e., accounting, tax and legal) to serve and communicate with clients most effectively
* Serve as senior client escalation; anticipate and proactively communicate resolution of issues to clients
* Assist with/lead training initiatives.
Manage team capacity, budgets and cross training plans.
* Lead and work on special projects, new client/fund onboarding & internal investment initiatives
* Prepare/Review of fund, share class, and investor allocations including calculations of management and performance fees/carry
* Prepare/Review Net Asset Value Files & Daily Profit & Loss
* Streamline operational processes to reduce risk and improve efficiency
Required qualifications, capabilities and skills:
* 10 years of accounting experience
* Thorough knowledge of the hedge/PE Fund environments including accounting for investor allocations, share classes, and complex investment and securities processing
* Bachelor's degree
* Must be innovative and analytical, with excellent verbal and written communication skills
* Strategic thinker with proven track record
* Must have team player instincts with the ability to see a project to conclusion with little follow-up
* Excellent client service orientation and proven ability to deal with demanding clients
Preferred qualifications, capabilities, and skills:
* Professional accounting qualification (CA, CPA) a plus
* Bachelor's degree in Accounting, Economics or Finance preferred
* Experience preferably including Public Big 4 and partnership or hedge/private equity fund accounting
* Experience with Investran or similar integrated Private Equity system a plus
* Familiarity and experience with private equity concepts (e.g.
waterfall ca...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:35
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Sacramento, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:34
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Milford, US-CT
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:32
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Modesto, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:32
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:30
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Zionsville, US-IN
Salary / Rate: Not Specified
Posted: 2025-06-22 08:28:28
