-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:51
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Do you take pride in providing an excellent customer experience? Are you outgoing, knowledgeable, and persuasive? Do you have the determination to close sales and build lasting relationships with new and existing customers?If so, we'd like you to join our team as an Outside Salesperson.
About the Role:
You will:
* Attract and retain customers.
Proactively conduct face-to-face customer meetings, visit job sites, and meet with decision makers to provide the best possible customer experience.
* Work with the Profit Center Manager to establish revenue and margin targets.
* Analyze sales reports and tools to establish strategies that assess customer purchase potential, grow market share, and meet or exceed monthly sales targets.
* Process sales orders, bids, and job information packages, and perform all sales functions in accordance with Company policy and procedures.
* Actively participate in scheduled sales meetings, complete customer call reports, and maintain current customer profile data.
* Find innovative ways to grow sales with existing customers and identify and implement opportunities for value-added services.
* Investigate and resolve customer problems, address pricing deductions and material returns timely and in accordance with Company policy and procedure, and follow up to ensure resolution and customer satisfaction.
* Work with the customer, Profit Center Manager, and Credit Manager to facilitate payment of all accounts receivable; communicate any changes in a customer's business that might cause a credit risk.
* Support Inside Sales and all Profit Center activities as part of our Profit Center Team.
* Join industry associations to stay informed about market conditions, new technologies, and trends.
* 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:
* 1+ years outside sales experience, contractor sales preferred.
* Able to drive for company business.
As a company business driver, you must:
+ Be at least 18 years old.
+ Possess a proper and valid driver's license.
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
* Extensive 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, and customer contact files, and to analyze customer data.
* Be able to build influential relationships and trust with customers and key vendor partners through open and interactive communication.
* Demonstrate the deep product knowledge required to answer customer questions and identify opportunities to upsell or cross sell.
* Develop a consultative ...
Hajoca Corporation Job 8588 by eQuest
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Type: Permanent Location: Duncanville, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:50
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Are you outgoing, knowledgeable, and service-oriented? Do you enjoy staying up to date with the latest kitchen and bath design trends? Do you have a keen eye for aesthetics and the determination needed to close sales? If so, we'd like you to join our Showroom team as a Sales & Design Consultant.
About the Role:
You will:
* Provide expert product selection assistance and design services to our showroom customers both in the showroom and at the customer's location.
* Ensure the highest levels of customer satisfaction in order to meet or exceed the established sales and gross profit goals, and to increase profit sharing.
* Provide hospitality and warmly welcome each customer.
* Sell and provide in-store and/or in-home design consultations for kitchen and bathrooms.
* Articulate your showroom value proposition to get your customer's attention, engage them, teach them, and show them the value you provide.
* Determine customer needs, direct them to the best products to address their needs, discover potential hurdles, and keep the sale moving forward.
* Build and maintain long-term customer relationships, creating referrals and repeat business.
* Develop and maintain knowledge of product lines and features.
* Leverage Hajoca technology to guide product selections, review product specifications, pricing, and availability.
* Use sales reports and sales forecasting tools to meet or exceed established sales targets.
* Follow-up on leads and generate new business.
* Enter sales orders and bids, expedite purchases, stay engaged with customers from the beginning to the end of projects.
* Process showroom sale returns and refund paperwork in accordance with Company policy and procedure.
* Keep showroom clean, neat, current, stocked, and safely displayed.
* Join industry associations and attend professional events to stay informed about design trends, new products, and to build business relationships.
* 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:
* 2+ years of experience in plumbing design and sales.
* Knowledge of products sold in the showroom preferred
* Experience working with luxury, high end products and customers.
Our ideal candidate will also:
* Be knowledgeable of kitchen and bath design trends.
* Have experience with architectural blueprints and have a strong sense of aesthetics.
* Effectively use Microsoft Office software (Outlook, Word) to communicate via email, to maintain customer contact files and appointment calendars, and to create and analyze reports.
* Demonstrate outstanding customer service and verbal/telephone communications skills.
* Demonstrate a deep product knowledge related to kitchen/bath trends to be able to answer customer questions a...
Hajoca Corporation Job 8585 by eQuest
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Type: Permanent Location: Burlingame, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:48
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Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a non-CDL Delivery Driver.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer names and addresses discovered in the course of making deliveries.
* Inspect the truck and required parts and accessories to determine safe operating condition prior to departure from the Hajoca location.
Keep truck clean of debris in cab and body.
* Advise management of any mechanical problems with the truck.
At the end of the workday, complete the Driver's Daily Vehicle Inspection Report when driving a delivery vehicle with a gross vehicle weight (GVWR) of 10,001 lbs.
or more if a defect or deficiency is found.
* At the end of the workday, remove keys from the truck and store keys in the approved location.
* 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:
* Be able to drive a vehicle over 10,000 lbs.
As a non-CDL driver, you must:
+ Be at least 21 years old
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
+ Be able to pass a Department of Transportation physical examination before beginning work and again at least every two years while employed and performing this job functio...
Hajoca Corporation Job 8589 by eQuest
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Type: Permanent Location: North Highlands, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:48
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Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* 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:
* 1 year warehouse receiving and material handling experience
* Knowledge of products sold at the Profit Center preferred
Our ideal candidate will also:
* Possess outstanding customer service and communication skills.
* Be able to quickly develop comprehensive knowledge of products sold at the Profit Center.
* Possess a high level of attention to detail and accuracy.
* Be able to build and maintain a positive working relationship with customers, vendors, and co-workers.
* Know of, be able to apply and practice safety precautions in a warehouse and material handling environment.
* Be able to learn to safely operate a forklift and other material handling equipment in use at the Profit Center.
* Be able to learn and operate the computer-related systems used for warehouse operations.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8586 by eQuest
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Type: Permanent Location: Arlington, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:47
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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: Huber Heights, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:47
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:45
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:44
-
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: Westhampton Beach, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:43
-
We are a high performing team that is focused on winning together and building our growing Business Services franchise.
We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.
As an Analyst in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets.
You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude.
Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients.
Job Responsibilities:
* Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends
* Participate in execution activities, including responsibility for managing standard workstreams such as preparing bakeoff decks, marketing materials and analytical models across M&A, debt and equity processes
* Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
* Work directly with our large-cap corporate, middle-market and founder-owned clients in executing on their strategic objectives
* Support broader sponsor coverage efforts and quarterly / annual business planning initiatives
* Conduct strategic advisory analyses, portfolio analytic reviews, corporate operations reviews, and synthesize / analyze large diligence data sets (census, datacube, WIPs, etc...)
Required qualifications, capabilities, and skills:
* 1+ years of prior investment banking Coverage or M&A experience
* Results driven and able to perform well under pressure and against tight deadlines
* Strong analytical and numerical skills that put you at ease with financial data
* Proven team player who is able to effectively interact with a wide variety of internal groups and clients
* Strong multi-tasking and communication skills
* Strong Microsoft Office suite (Excel and PowerPoint a must) and financial reporting skills
* Bachelor's degree in finance, business, accounting, economics, mathematics or a related field
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,...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:42
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:42
-
The Automated Trading Strategies (ATS) group is responsible for systematic trading across FX, Rates, Commodities, and Credit markets.
The team is responsible for a broad scope including the design and implementing of cutting edge proprietary quantitative models that drive our automated trading systems (pricing, risk management and execution), the oversight of day-to-day risk and operations, and the optimization Franchise client liquidity offering in a data-driven manner.
Job Summary
As an Associate in Automated Trading Strategies, you will be primarily focusing on Interest Rate Swap markets.
You must be responsible, independent, driven, and able to work in smooth collaboration with the wider team.
The environment is fast-paced and challenging.
The group is globally distributed so clear written and verbal communication is required.
Members of the team are also expected to cover a wide range of responsibilities - spanning trading, quantitative research, and technology-and some on call time will be expected.
Job Responsibilities
* Analyze of data to identify patterns and revenue opportunities
* Conduct back testing and assessing pricing, risk management and execution strategies
* Expand the group's library of modelling, analytics, and automation tools
* Review trading performance and making data driven decisions
* Maintain and improve trading software systems and tools
* Resolve day-to-day trading issues
Required qualifications, capabilities, and skills
* Degree in computer science, math, physics, engineering, or other quantitative fields
* Relevant full-time experience
* Ability to demonstrate strong programming skills in C++/Java or other object-oriented languages
* Strong knowledge of statistics and machine learning
* Attention to detail, adaptable, driven and collaborative
* Demonstrate interest in markets and systematic trading
Preferred qualifications, capabilities, and skills
* Ability to understand and map data flows across applications and data sources
* Prior experience in Rates markets (cash or swaps)
* Knowledge of order types, L2 market data, and central limit order books
* Experience with KDB+/q
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 recogniti...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:41
-
The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
This role offers the unique opportunity to explore novel and complex challenges that could profoundly transform how the bank operates.
As a Machine Learning Scientist - Natural Language Processing (NLP) - Senior Associate, you will have the opportunity to apply sophisticated machine learning methods to complex tasks including natural language processing, speech analytics, time series, reinforcement learning and recommendation systems.
You will collaborate with various teams and actively participate in our knowledge sharing community.
We are looking for someone who excels in a highly collaborative environment, working together with our business, technologists and control partners to deploy solutions into production.
If you have a strong passion for machine learning and enjoy investing time towards learning, researching and experimenting with new innovations in the field, this role is for you.
We value solid expertise in Deep Learning with hands-on implementation experience, strong analytical thinking, a deep desire to learn and high motivation.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science Or an MS with at least 3 years of industry or research experience in the field.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:41
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:40
-
Summary
As a Community Home Lending Advisor, you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships within the community.
You will be responsible for delivering strong production results and supporting customers, particularly those in low-and-moderate income and minority communities, in achieving their dream of homeownership.
Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers both inside and outside the branch, and within the community.
You will serve as the primary point of contact throughout the originations process, focusing on the relationship, not just the sale.
Job responsibilities
* Provide expert customer service by maintaining contact with existing mortgage customers, following up regularly throughout the process, exploring opportunities and future needs, verifying value and satisfaction, asking for referrals, and solidifying the customer relationship with Chase.
* Listening to and addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from application through closing.
* Become knowledgeable about Chase products, their advantages, and characteristics, as well as local housing assistance programs and grants to assist customers in qualifying for down payment and closing cost assistance.
* Produce high quality loans by gathering all the information required while ensuring compliance with current lending guidelines and Chase policies to manage risks and customer expectations.
* Establish trust, loyalty, and satisfaction by partnering with customers to identify and recommend the best product solution for each customer through your understanding of customer's needs and interests, working together to solve problems.
* Identify the best product solution for each customer by asking the customer questions about needs and interests while following up on statuses to ensure deadlines are met and issues are escalated when needed.
* Build long-term relationships by identifying and continually engaging with pipeline of customers "not yet ready" for homeownership through the education and counseling process until ready to apply.
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently
* A Bachelor's degree or equivalent work experience in sales and/or real estate required.
* Five years of proven mortgage sales experience required 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...
....Read more...
Type: Permanent Location: Newnan, US-GA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:39
-
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
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...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:38
-
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:38
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job Responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
Preferred Qualifications, Capabilities, and Skills
* Excellent communication skills
* College degree or military equivalent
*...
....Read more...
Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:37
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job Responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
Preferred Qualifications, Capabilities, and Skills
* Excellent communication skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:36
-
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: Woodridge, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:36
-
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: Oak Brook, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:35
-
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: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:35
-
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: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:34
-
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: Evanston, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:34
-
The Case Manager GWGL implements strategies to achieve the goals for the organization and employment support and training for Goodwill Workforce Development program participants and trainees.
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and employment support and training for Goodwill Workforce Development program participants and trainees.
Sustains policies, procedures and programs.
Typically works on projects and tasks that span 3 - 12 months.
PRINCIPAL DUTIES:
1.
Assess program participants for job readiness, education and training needs, and support needs.
Develops, implements, and monitors individualized development plans by establishing appropriate goals and objectives for program participants.
2.
Responsible for on-the-job-training of new employees, as part of the training team.
Provides job-related guidance and support in the areas of career exploration, social and emotional skill awareness, professional appearance, appropriate workplace behavior, attendance.
Facilitates referrals to other services (social services, mental health, housing, medical, child care, financial, etc.) as needed.
3.
Audits employee's attendance against Goodwill's attendance policy.
Analyzes progress towards goal achievement for assigned program participants.
Attendance reports, phone calls, and individual meetings are used to monitor progress.
Participates in corrective action meetings with galley management.
4.
Writes regular case notes to record information needed for annual Ability One Individual Employee Evaluations.
Accurately reviews and documents program plans on a regular basis and completes other necessary records for all assigned program participants.
Utilizes advanced knowledge to address confidential matters on a daily basis.
5.
Maintains effective communication and professional working relationships with individuals, referral sources, families and Goodwill staff.
Interacts on a daily basis with galley management, human resources, scheduling, transportation, interpreting, intake, uniforms, base access and process review teams to address the needs of participants.
Has working knowledge of community resources and assists participants in contacting them as needed.
Works with human resources in regard to FMLA, policy issues, benefits, etc.
6.
Organize meetings with internal staff to promote communication and consistency.
7.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.
May serve as a team member or subject matter expert on formal projects or within the department.
Effectively engages in change affecting her/him, communicating appropriately with supervisor.
Follows through on learning, skill building, and practice necessary to adapt to change.
8.
Problem Solving: Light supervision; works independently.
Periodic review of work by manager or senior coworker.
Solves problems of moderate to advanced complexity...
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Type: Permanent Location: Great Lakes, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:33
