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At Reedy River Post Acute, we believe in pouring appreciation into our staff members so they can pour themselves into our residents.
We are a 124-bed facility located in Greenville, SC.
Our Administrator is dedicated to creating a culture where staff members feel valued.
We want to be the place you call your second home.
With that in mind, we offer:
* $16-18/hr.
* 8 hr.
shifts from 7am-3pm
* Up to $2/hr.
shift differential
* $150 bonus for working every Sat.
and Sun.
* $5,000 towards nursing school loan repayment or tuition reimbursement
* Medical, dental, vision, 401k match, and more
* PRN opportunities within our network
* Appreciation events throughout the year
Successful candidates will have the following:
* 18 years of age
* A CNA certification in good standing in South Carolina
* Experience with PCC is preferred
* Compassion for an underserved population
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:40
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At Reedy River Post Acute, we believe in pouring appreciation into our staff members so they can pour themselves into our residents.
We are a 124-bed facility located in Greenville, SC.
Our Administrator is dedicated to creating a culture where staff members feel valued.
We want to be the place you call your second home.
With that in mind, we offer:
* $15/hr
* Medical, dental, and vision benefit plans
* PTO and 401K matching
* PRN opportunities within our network
* Employee appreciation events throughout the year
* Career advancement opportunities throughout S.C.
* A culture rooted in treating you with value and respect
* Ability to attend our CNA school should you wish to become a CNA
General Purpose
The dietary aide assignments are determined by the needs basis on the activity of the shift.
He/she reports to the Cook and Dietary supervisor.
Essential Duties
• Must be able to learn food service routine within a short period.
• Set up meal trays.
• Must strip down returned trays and start washing dishes.
• Assist with serving the different meals.
• Check and record chlorine concentration and water temperature of dishwashing machine at the beginning of shift.
• Observe the water temperatures of dishwasher during dishwashing cycles.
• Operate dishwasher.
• Prepare nourishments and snacks.
• Sweep and mop kitchen.
• Carry out trash and garbage.
• Put groceries away in a safe, orderly and clean manner.
• To leave the kitchen in a clean and sanitary manner and be of assistance when called upon by the cook or dietary supervisor.
• Clean work surfaces and refrigerators.
• Sweep, mop, and maintain floors.
• Participate in the orientation and on-going training of dietary staff.
• Ability to work in cooperation and harmony with personnel in all departments.
Supervisory Requirements
This job has no supervisory responsibilities.
Qualification Education and/or Experience
High school diploma or equivalent.
Language Skills
Ability to read technical procedures.
Ability to read and follow recipes.
Ability to effectively present information and respond to questions from managers and employees.
Mathematical Skills
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability
Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations
Must obtain and maintain food handlers' certificate.
Physical Demands
The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very frequently.
Tasting and /or smelling very frequently.
Lifting up to 50 pounds frequently.
Climbing, balancing, stooping, kneeling, crou...
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:39
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About Peninsula Post-Acute
Peninsula Post-Acute is a leading short-term rehabilitation and skilled nursing facility located in Burlingame, California.
We are dedicated to providing individualized rehabilitation and nursing care to every person who enters our doors.
Our compassionate healthcare professionals work closely with each resident to help them achieve their highest level of independence in a supportive, healing environment.
Join Our Team!
Focus: Short-Term Rehabilitation Only
Therapy Program: In-House Therapy
Opportunities Available: Part-Time, and PRN
Rate Range: $45 - $53 per hour
Our Benefits
* Competitive pay
* Comprehensive healthcare benefits (medical, dental, vision - full-time only)
* 401(k) retirement plan (full-time only)
* Paid time off
* Reward and bonus opportunities
* Ongoing training and professional growth
* Supportive, fun, and collaborative work environment
Our Mission
We are committed to excellence in serving our community.
Our Vision
To be the premier provider of post-acute care by perfecting our core competencies:
* Operational Effectiveness: We responsibly manage our resources to deliver the highest level of service.
* Clinical Excellence: We provide exceptional, personalized clinical care to every resident.
* Employee Engagement: We recognize and value our employees as our greatest asset.
* Fun: We infuse joy and positivity into everything we do.
Our Core Values
* Excellence: We strive for the highest standards in all we do and continually seek improvement.
* Trust: We act with integrity and believe the best in one another.
* Accountability: We take responsibility for our actions, attitudes, and outcomes.
* Mutual Respect: We treat others with the same dignity and kindness we expect in return.
* Love: We believe that love is at the heart of caring for the most vulnerable members of our community.
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Type: Permanent Location: Burlingame, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:38
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Are you passionate about financial markets and ready to make your mark in securities lending? Prime Finance is seeking a talented Junior Trader to join our Stock Borrow Loan desk.
This is an exciting opportunity to work with a dynamic twenty-member trading and sales team while developing your expertise in domestic SBL trading activity.
Job Summary
As a Junior Trader on the Stock Borrow Loan desk within Prime Finance, you will support and cultivate US hard-to-borrow equities trading flow.
You will work closely with institutional lenders and collaborate with internal teams to maximize returns while maintaining the highest standards of compliance and risk management.
Job Responsibilities
* Support and cultivate US hard-to-borrow equities trading flow.
* Source new hard-to-borrow supply and build relationships with institutional lenders.
* Assist in maximizing the return on long inventory through strategic lending.
* Collaborate with the Product Development team to enhance trading and reporting functionality.
* Maintain high standards of compliance and risk management in all trading activities.
* Communicate effectively with clients and internal stakeholders.
Required Qualifications, Capabilities, and Skills
* Minimum of 2 years of markets experience, preferably in securities lending or equities.
* Proficiency with trading platforms and market data tools such as Bloomberg and Excel.
* Ability to thrive in a fast-paced, high-volume environment.
* Self-starter with a strong interest in financial markets.
* Excellent organizational and interpersonal skills.
* Strong written and verbal communication skills.
* Commitment to upholding regulatory and risk management standards.
Preferred Qualifications, Capabilities, and Skills
* Experience in securities lending or related trading activities.
* Knowledge of US equity markets and hard-to-borrow dynamics.
* Familiarity with Prime Finance products and services.
* Strong analytical skills and attention to detail.
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, based on eligibility.
These benefits inc...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:37
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:35
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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...
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Type: Permanent Location: Loveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:35
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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.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes 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
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:34
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Come join us in reshaping the future.
We are reimagining the future of work at JPMorgan Chase and building digital products that fundamentally change the way our employees interact with the firm.
From engaging with content and building community, to accessing essential services, information, and tools - we are redefining what it means to work in the modern workplace.
Our employee digital products are at the center of every employee's day and we're expanding our team focused on the digital employee experience.
As a Digital Product Analytics Lead on the Employee Experience Analytics Team, you will shape and lead data strategies that align with our product development initiatives.
Reporting to the Head of Employee Experience Analytics, you'll be responsible for analyzing data while governing digital data collection frameworks, insights generation, creation of reporting, and creating data visualizations to enhance product insights and employee experience across platforms.
You'll leverage your expertise in product analytics, digital data narratives, measurement systems, and digital analytics fundamentals to drive decisions through compelling data storytelling.
You'll Collaborate with Digital Product Owners and engineering teams to integrate data-driven insights that enhance product features and improve the employee experience.
Job responsibilities
* Craft and present compelling stories to stakeholders using both digital and offline data sources to influence product development and strategic decisions
* Develop product insights for senior leadership audiences that provide a holistic view of product performance and user behavior.
* Support the optimization and implementation of analytics frameworks that encompass both digital and offline data collection, using advanced tag management systems and other relevant tools to improve data accuracy and functionality.
* Translate broad business goals into detailed technical specifications for the engineering team, ensuring alignment with digital product strategies and operational needs.
* Collaborate with Digital Product Owners on product roadmap feature scoping and enhancements to shape user experience and product functionality.
* Document product requirements comprehensively, define acceptance criteria, and ensure that technical implementation aligns with business objectives.
* Ensure rigorous data governance and hygiene practices, including the management of offline data sources.
* Facilitate seamless collaboration among different business units to ensure that new features integrate well with existing systems and support the overall digital strategy.
* Lead the development of internal business intelligence capabilities to democratize data access and enhance organizational analytics maturity, enabling data-backed decision making.
* Synthesize both digital and offline data sources to optimize the customer journey and product performance.
* Guide cross...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:33
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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
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...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:32
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Elevate the customer journey by translating product insights into lasting relationships and harness your expertise in proactive collaborations, onboarding, and product evolution.
As a Customer Success Manager in JPMC's central Infrastructure Platforms team, you develop and maintain customer relationships that make our product value propositions a reality.
Build and maintain strong relationships with our customers and understand their individual needs and goals as a core contributor of the team.
Job responsibilities
* Drives product adoption, expansion, and retention activities to maintain a healthy customer base
* Conducts regular and proactive account meetings to share best practices, provides use case demonstrations to illustrate key product functionality, communicates future releases, and gathers feedback on the impact the product and its features have on our customers' business needs
* Guides customers through the onboarding process and sets up the product according to customer requirements, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
* Tracks key success metrics and provides data and feedback to the Product team to inform new features and priorities
* Support an internal JPMC line of business as an internal customer of our central Infrastructure Platform (IP) organization.
* Your primary focus will be to support your customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms, products, abstraction layers, and tooling.
* Your role includes leading a cross-functional matrixed resources including Solutions Architects, Customer Success Analysts, and Operational/Production support resources.
* Drive annual planning and delivery structures in collaboration with customers, beginning with strategic annual planning sessions.
* Identify shared customers goals and areas where IP enablement is essential, aligning IP owners to drive delivery towards these objectives.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in customer success roles in product or technology
* Demonstrated ability to influence product adoption and customer retention
* Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels
* Proven ability to learn new technologies and teach it to others
* Demonstrated knowledge of both public and private cloud offerings as well as technical proficiency across compute, databases, networking, machine learning, and data analytics domains.
* Exhibit strong writing and communication skills with experience constructing technical business cases, calculating ROIs, and developing strategic plans.
* Navigate complex matrix organizations with globally dispersed resources.
* Communicate effectively at an exec...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:31
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Elevate the customer experience by spearheading transformative success strategies and infusing your leadership insights to inspire teams and cultivate lasting customer relationships.
As a Customer Success Director within JPMC's Central Infrastructure Platforms team, you will lead efforts to enhance the impact of the Customer Success team.
You will oversee customer success initiatives, promote customer health metrics, and manage the onboarding journey, focusing on product adoption, expansion, and retention for some of our largest customers.
As a leader in this space, you establish best practices and closely collaborate with a cross-functional team to deliver exceptional customer experiences.
Job responsibilities
* Develops and executes a comprehensive customer success strategy through proactive engagement, onboarding, product adoption, expansion, and execution, while considering past and current strategies to identify opportunities for improvement and align with company objectives
* Coaches the team on account meeting best practices including communications, customer retention, research, and expansion
* Builds and owns the strategy for key success metrics to track customer health, adoption, retention rates, and customer satisfactions (CSAT), and delivers these metrics to leadership
* Takes a customer-first view which ties back to how the product impacts our customer groups
* Supports an internal JPMC line of business as an internal customer of our central Infrastructure Platform (IP) organization.
* Supports customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms, products, abstraction layers, and tooling.
* Leads a cross-functional matrixed resources including Solutions Architects, Customer Success Analysts, and Operational/Production support resources.
* Drives annual planning and delivery structures in collaboration with customers, beginning with strategic annual planning sessions.
* Identifies shared customers goals and areas where IP enablement is essential, aligning IP owners to drive delivery towards these objectives.
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise in customer success roles in product or technology
* Experience managing customer bases with technology applications and advising teams on best practices
* Proven ability to influence the adoption and retention of our products across a diverse customer base
* Demonstrated prior experience leading a team across highly matrixed and complex organizations while delivering value at scale
* Demonstrated knowledge of both public and private cloud offerings as well as technical proficiency across compute, databases, networking, machine learning, and data analytics domains.
* Exhibit strong writing and communication skills with experience constructing technical business cases, calculating RO...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:30
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:00am - 6:00pm AZ Time during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's hous...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:29
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:28
-
Be part of a dynamic team that helps J.P.
Morgan win new business by delivering compelling, customized proposals and sales materials.
Your work will directly impact our success in the Americas region and beyond.
Job summary
As a Proposal Writer in the Securities Services Sales Enablement Group, you'll collaborate with sales, product, and subject matter experts to develop persuasive proposals and pitchbooks.
You'll manage multiple projects, synthesize input from diverse stakeholders, and ensure our materials reflect client needs and firm strategy.
This role is based in New York and reports to the Americas Proposals Manager.
Job responsibilities
* Create best-in-class proposals for the Americas region and other regions as needed
* Manage proposals and relationship documents, utilizing excellent written communication
* Project manage multiple documents with different stakeholders and tight deadlines
* Review and analyze proposal needs to determine key project requirements and construct tailored materials
* Generate initial drafts using content knowledge base and other sources
* Organize teams of subject matter experts and coordinate their timely input
* Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
* Drive the deal process and provide consultative input and direction toward completion
* Proactively identify risks and red flags that may derail projects
* Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
* Coordinate with subject matter experts and content manager to update central knowledge base
* Build and maintain relationships with internal clients across regions, understanding cultural nuances
* Communicate effectively with the Regional Proposal Manager regarding activity in the region
* Represent the best interests of Securities Services and the Sales Enablement Group in all interactions
Required qualifications, capabilities, and skills
* Solid background in writing sales documents, understanding key messages and unique selling points
* Demonstrated understanding of the securities services industry and associated products
* Strong project management and stakeholder management skills, with the ability to manage tight schedules
* Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
* Advanced degree or post-graduate diploma preferred but not required
* Advanced proficiency with MS Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Knowledge and experience with Qvidian and Salesforce preferred
* Ability to collaborate with cross-functional teams and build relationships globally
* Self-starter with sound judgment and ability to operate independently and apply initiative
JPMorganChase, one of the oldest fina...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:27
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Logan, US-UT
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:26
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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
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 program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:24
-
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 an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:24
-
Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services.
This role offers a unique opportunity for career growth and development, where your skills in conflict management and strategic planning will be highly valued.
Be part of a dynamic team that fosters collaboration and innovation, contributing to the success of our firm.
As a Loan Origination Associate I within JPMorganChase, you will play a crucial role in the loan lifecycle by ensuring smooth transaction closings, directly impacting clients and the wider community.
We value a collaborative team culture and are committed to providing opportunities for professional growth and development.
Your role involves engaging with internal and external clients to gather necessary documentation and manage expectations for a diverse range of loan products.
You will also contribute to process improvement projects, optimizing resources and achieving objectives.
Join us to be part of a team dedicated to efficient and effective lending services.
Job responsibilities
* Collaborate across multiple teams to effectively interpret loan documentation and facilitate closings
* Engage with clients to gather necessary items for closing, managing expectations throughout the process.
* Govern and reconcile exception reports related to recent closed transactions
* Contribute to projects aimed at improving processes and procedures.
* Actively manage and prioritize a pipeline of assigned transactions to ensure timely execution and alignment with strategic goals.
Required qualifications, capabilities, and skills
* Expertise in loan origination or a closely related field, with over two years of experience and proficiency in managing and resolving conflicts through collaborative solutions.
* Advanced strategic planning capabilities, demonstrated by effective resource allocation decisions.
* Strong critical thinking skills for evaluating various aspects of loan transactions, ensuring informed decision-making.
* Proficiency in time management and organization, with the ability to efficiently manage multiple tasks and projects.
* Ability to work independently while collaborating effectively within a team environment, demonstrating strong interpersonal skills and a proactive approach to problem solving.
Preferred qualifications, capabilities, and skills
* Experience in a financial services environment, leveraging AI/ML to enhance lending processes and improve decision-making capabilities.
* Strong emotional intelligence and listening skills, fostering a collaborative and productive work environment.
* Proven ability to manage change initiatives, adapting lending services to evolving market conditions and technologies.
* Expertise in driving continuous improvement and process automation to optimize lending workflows and efficiency.
* Ability to use market product knowledge to align lending services ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:23
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Mandarin is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence,...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:22
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Middletown, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:21
-
J.P.
Morgan Global Credit Trading provides integrated financial solutions to a diverse, global client base, including banks, insurance companies, finance companies, mutual funds, and hedge funds.
The Credit Quantitative Research (QR) team is responsible for the development and maintenance of models supporting pricing, risk management, and P&L analytics.
The team delivers pre-trade analytics, refines quoting and market-making algorithms, and partners closely with business stakeholders to conduct quantitative research aligned with market themes.
Job Summary
As a Vice President in the Credit Quantitative Research team, you will lead the development and delivery of pricing models and analytics for the Macro Credit business.
You will partner with sales and trading to provide pre-trade tools, model outputs, and P&L analysis, with a particular focus on non-linear credit products such as index options and tranches.
This role requires strong commercial acumen, agility in prototyping, and a high level of ownership and accountability.
Job Responsibilities
* Develop and deliver pre-trade quantitative analytics to support trading decisions and client engagement, with emphasis on index options and tranches.
* Modernize trading and risk infrastructure in partnership with technology teams, enhancing performance and robustness of risk and P&L attribution, and facilitating the decommissioning of legacy systems.
* Advance pricing models to enable comprehensive scenario analysis and default risk assessment.
* Collaborate with trading teams to conduct agile quantitative research in response to evolving market themes.
* Drive automation initiatives by transforming manual processes into digital solutions.
* Prepare technical model documentation in accordance with internal and regulatory standards, and work with model control teams to support timely reviews and approvals.
Required qualifications, capabilities, and skills
* 3+ years of experience as a quantitative researcher or strategist in credit or fixed income markets, with strong analytical and problem-solving skills.
* Advanced degree in one of the following, mathematics, statistics, physics, financial engineering, computer science.
* Proficiency in Python or C++, with experience in collaborative software development in a fast-paced environment.
* Strong teamwork orientation and excellent communication skills, with the ability to engage effectively with business stakeholders, technology partners, and control functions.
* Ability to perform in a high-pressure, results-driven environment with meticulous attention to detail.
Preferred qualifications, capabilities, and skills
* Deep understanding of financial mathematics and stochastic calculus; experience with volatility and correlation modeling is highly desirable.
* Experience with neural networks, machine learning, deep learning models, or large language model tuning is preferred but not requi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:21
-
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 an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:18
-
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...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:18
-
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.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes 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
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-09 07:54:16
