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We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking 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 Mid-Cap Investment Banking team 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.
Opportunity to join JPM's Investment Banking Division based in Dallas, TX.
Current team consists of 15+ investment banking professionals, from Analyst to Vice Chairman, generating over $200mm in annual fee revenue.
Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications.
Clients include a combination of publicly-listed and privately-held companies.
As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions.
Illustrative clients include:
* Bass Pro Shops / Cabela's
* Neiman Marcus
* PetSmart
* PGA Tour Superstores
* Fender Guitar
* Tecovas
* Under Armour
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
* 1 year work experience in a investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills.
* Bachelors' degree in Finance, Economics, Business Administration, or a rel...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:19
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
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Type: Permanent Location: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:18
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We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking 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 Mid-Cap Investment Banking team 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
* 1 year work experience in a investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills.
* Bachelors' degree in Finance, Economics, Business Administration, or a related field.
* 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.
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 competit...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:18
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
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Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:17
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in the Mid Cap Investment Banking (Healthcare) team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 e...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:17
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Cybersecurity and Tech Controls - Digital Forensics team, you will be an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) and framework(s) (i.e., Java, Python, React JS, Micro Services, etc.)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
* Practical cloud native experience (i.e.
AWS including cloud practitioner or advanced certification)
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 s...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:16
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead eSoftware Engineer at JPMorgan Chase within the Commercial and Investment Bank, specifically the Electronic Trading Services team, you will be primarily responsible for the development, enhancement, and delivery of high-quality technology products in a secure, stable, and scalable manner.
Your technical expertise and problem-solving skills will be crucial in making a significant business impact and addressing a variety of challenges across different technologies and applications.
Your key responsibilities will involve the development and improvement of our Smart Order Router, Matching Engine, Market Access, and Risk Management systems for global equities and options trading.
This position is a great opportunity for those with a solid background in electronic trading technology and a proven track record of delivering high-performance, low-latency reliable trading systems.
Job responsibilities
* Design, develop, and implement low latency electronic trading systems with focus on next-generation Smart Order Router, Matching Engine, Market Access, and Risk Management
* Continuously develop new trading strategies and enhance existing strategies to adapt to market changes and feedback from TCA and client, ensuring optimal trading performance and client satisfaction.
* Collaborate with cross-functional teams to understand business needs and translate them into technical requirements.
* Oversee the end-to-end software development lifecycle, from requirements gathering and design to deployment and maintenance.
Ensure the scalability, performance, and reliability of trading systems by implementing best practices in software engineering and architecture.
* Conduct code reviews, unit testing, and integration testing to ensure high-quality software delivery.
* Lead and follow Agile Methodologies and Principles
* Stay abreast of industry trends, emerging technologies, and regulatory changes to ensure our trading platforms remain competitive and compliant.
Proactively identify opportunities for innovation and improvement within the e-trading systems.
Required qualifications, capabilities, and skills
* Formal training or certification on C++14 concepts and 5+ years applied experience
* Expertise in multi-threaded and concurrent programming.
* Experience in TCP/IP network programming and familiarity with LBM/UME.
* Proven experience in ultra-low latency application development.
* Experience with kernel tuning and low-level system programming.
* Knowledge of market data distribution and order management systems.
* Advanced knowledge of system architecture, design, and business processes.
* Proficiency in Linux/Unix, with an understanding of OS and kernel architecture.
* Expertise in application, data, and infrastructure architec...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:16
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker focused on Emerging Middle Market companies, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Commercial & Specialized Industries target space, covering companies with $20mm - $100mm in annual revenue.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total...
....Read more...
Type: Permanent Location: Bloomfield Hills, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:15
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We are on the lookout for a talented Senior Associate to join our Technology Internal Audit team covering Cloud audits.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Internal Audit Associate within our Cloud Audit Team, you will play a pivotal role in assessing the adequacy of the control environments for our firm's cloud expansion efforts.
Your responsibilities will include supporting the subject matter expert program for Cloud audit capabilities within the department, conducting end-to-end cloud audits in a risk-focused manner, and ensuring high standards in accordance with department and professional standards.
Job responsibilities
* Support the subject matter expert program for Cloud audit capabilities within the department
* Support end-to-end cloud audits in a risk focused manner and to a high standard in accordance with department and professional standards
* Engage in clear communication with stakeholders relating to the audit scope, risks and issues
* Evaluate, test and report on the adequacy and effectiveness of the cloud control environment
* Analyze Risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
* Finalize Audit findings and use judgment to provide an overall opinion on the control environment
* Support communication of audit results and issues in a clear and concise manner, both verbally and in writing to Audit management and senior stakeholders
* Build and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value, effective teamwork and innovative thinking
Required qualifications, capabilities and skills
* 4+ years of internal or external technology auditing experience
* Bachelor's degree (or relevant financial services experience)
* Experience working with and auditing cloud technologies (AWS, Google and Azure)
* Recognized cloud security certification (CCSP, CCSK, AWS certifications etc.)
* Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner.
* Knowledge of system development life cycle concepts with an ability to quickly learn a complex, distributed computing environment.
* Excellent verbal and written communication skills.
Also, good interpersonal skills with the ability to present complex and sensitive issues to senior management, and influence change.
Preferred qualifications, capabilities and skills
* Background in Technology
* Related professional certification such as CISA, CISSP, or CIA
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 co...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:14
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We are on the lookout for a talented Audit Manager to join our Technology Audit team! This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! The Chief Data & Analytics Office governs and enables firm wide Artificial Intelligence & Machine Learning capabilities, drives strategy and solutions to maximize the value of data across the firm, as well as designing and delivering enterprise data and analytics capabilities through key products and platforms.
As a Technology Audit Manager on the Chief Data & Analytics Office team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, manage audit staff and participate in applicable control and governance forums.
Job Responsibilities:
* Lead and participate in Technology and operational audit engagements from planning to reporting and produce quality deliverables to both department and professional standards while ensuring audits are completed timely and within budget
* Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
* Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation
* Stay up to date with evolving industry and regulatory developments
* Find ways to drive efficiencies in audit process through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills:
* 7+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline
* Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner
* Ability to effectively and efficiently execute audit testing and complete audit workpaper documentation
* Extensive experience of internal or external auditing
* Adaptable to changing business priorities and ability to multitask in a constantly changing environment
* Excellent verbal and written communications skills
* Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
* Experience of the banking industry and technology and/or bus...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:13
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Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to 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.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.
You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture.
As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors.
This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* 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
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65).
Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:13
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Come work with our industry experts to identify, assess and manage risk for our global businesses.
You will work with people of all levels across the firm, develop a broad understanding of products and their risks, build your professional network, and develop your expertise in a diverse team environment.
Working here means joining a collaborative, supportive team.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.
What to Expect
Understanding, mitigating, and managing risk is at the forefront of how we do business, and critical to our current and future success.
Risk managers help manage our financial reputations and regulatory performance, while working across the business to shape decisions, influence models and interface with regulators.
The nine-week summer program starts with a five-day orientation and training session in New York.
Expert instructors and J.P.
Morgan professionals will teach you about our history, our products and the intellectual property that serve our clients.
During training, you will learn skills that include valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets and risk analysis.
You'll build your technical and practical knowledge on-the-job with opportunities in one of the groups listed below.
We have opportunities in the following locations: New York, NY; Plano, TX; Houston, TX; Chicago, IL; Los Angeles, CA.
* The Credit Risk Team works in partnership with areas of the Commercial and Investment Bank and is responsible for assessing client credit strength and approving and managing the firm's retained credit risk.
This risk can relate to underwriting, lending, and trading activities, including investment and non-investment grade syndicated loans, acquisition finance, derivatives, foreign exchange, and other products.
Available locations: New York, NY; Plano, TX; Houston, TX; Chicago, IL; Los Angeles, CA
* The Market Risk Team works in partnership with the Commercial and Investment Bank trading businesses to track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm.
Available locations: New York, NY
* The Chief Investment Office, Treasury and Corporate (CTC) Risk Team is an independent risk function that manages the risk of the retained portfolio generated from the CTC businesses and includes Market Risk, Credit Risk, Reputational Risk, Country Risk, Principal Risk, and Model Risk.
CTC Risk is also responsible for the independent risk management of Firmwide Liquidity Risk, Interest Rate Risk, and Capital Risk.
Available locations: New York, NY
Job Responsibilities
* Performing analysis/due diligence on a counterpart...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:12
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We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more.
Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further.
Working here means joining a collaborative, supportive team.
We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Commercial & Specialized Industries (C&SI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst.
The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
There are two program tracks to choose from within C&SI.
First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader C&SI business.
Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams.
In both tracks, you will support our regional groups by working with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an exp...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:12
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Are you ready to make a significant impact in the world of commercial loans? Join us and be part of a dynamic team that supports Fortune 500 companies in achieving their financial goals.
This role offers career growth, skill development, and the opportunity to work with industry leaders.
As a Commercial Loan Closing Associate in Deal Set Up and Funding, you will play a crucial role in facilitating syndicated loans.
You will collaborate with various teams to ensure accurate processing and seamless deal closing, contributing to our firm's success and client satisfaction.
Your work will directly impact our clients' financial achievements and enhance our team's reputation for excellence.
In this role, you will be part of a team that values effective communication and partnership.
You will work closely with the front office, legal, transaction coordinators, and account servicing teams to deliver a first-class client experience.
Your contributions will help maintain our high standards and support the financial growth of major corporations.
Job Responsibilities
* Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
* Own coordination of principal and fee-related closing payments
* Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
* Actively manage and prioritize a pipeline of assigned transactions
* Govern and reconcile exception reports related to recently closed transactions
* Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
* Consistently provide accurate data while maintaining a low quality control error rate
Required Qualifications, Capabilities, and Skills
* 3 or more years of commercial loan operations experience, including reading and interpreting loan documentation
* Excellent oral and written communications skills
* Strong interpersonal & client contact and communications skills
* Solid working knowledge of Microsoft Office applications (i.e.
Excel, Word and PowerPoint)
* Effective time management, organization and prioritization skills
* Ability to work independently within a team environment
* Strong analytical, problem solving and proven decision-making skills
* Self-motivated with a team-oriented mindset
* Strong organizational skills with the ability to effectively prioritize
Preferred Qualifications, Capabilities, and Skills
* Syndicated Loan experience
* LOAN IQ experience
Required or Additional Information
* Visa sponsorship is not available for this position.
* Work schedules will vary within a full-time, 40-hour per week schedule.
* You must be willing to work during our operating hours, which may include evenings, weekends, and holidays.
* Specific info...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:12
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This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business.
You will spend your summer in one of our key business areas.
We have opportunities in the following locations: New York, NY; Brooklyn, NY; Boston, MA.
If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development and Product Management.
This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program.
What You'll Do
You will develop your analytical, technical and leadership skills while gaining hands on program management experience in your role.
You will work with engaged managers in your location and have exposure to global teams across all areas of Securities Services.
Additionally, you will have regular engagement and networking opportunities with business leaders, current program participants and alumni.
You also have the support of a mentor, program manager, as well as your direct manager.
Who We're Looking For
Valued Qualities
We're looking for future leaders of the business, with the vision and initiative to develop solutions and drive change.
You should have a strong interest in finance, project management, emerging technologies, data governance and analytics, and use of digital tools to drive innovation.
Our business is constantly evolving so we rely on strong team players who are proactive, responsive, and can thrive in a fast-paced, collaborative environment.
Preferred qualifications, capabilities, and skills
* Exceptional writing, verbal communication and client facing skills
* Have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Clear, articulate, and concise verbal and written communication
* Ability to multi-task and prioritize workloads, strong time-management skills
* Ability to understand and resolve or escalate issues quickly
* Proficiency with Excel and PowerPoint
* Fluency in English
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Expected graduation date of December 2026 - June 2027 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
We wi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:11
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The Commercial & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Commercial & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry.
The Commercial & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase.
All undergraduate students who are interested in the Commercial & Specialized Industries Insights Programs, regardless of background, are welcome to apply.
The Commercial & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Commercial & Specialized Industries Summer Analyst Program.
Commercial & Specialized Industries (C&SI) Program
As a Summer Analyst in the Commercial& Specialized Industries (C&SI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst.
The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
There are two program tracks to choose from within C&SI.
First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader C&SI business.
Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams.
In both tracks, you will support our regional groups by working with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P.
Morgan products and service offe...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:11
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If you are ambitious and looking to apply what you've learned to real-world financial experience, then this is the role for you.
In ever-changing global markets you'll spend your time exploring the sophisticated financial solutions we deliver across asset classes.
The skills you develop and the professional network you build will serve as a solid foundation for your career.
What to expect
Our global Markets teams are active in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems.
Globally, we hold leadership positions across all major financial markets.
This approach means you'll be part of a dynamic team, helping to solve a range of challenging and interesting business issues and will be challenged in your work.
As an intern, you will join one of four tracks within Markets: Sales, Trading, Structuring & Origination or Digital Markets:
* Sales helps corporate and institutional clients navigate the breadth of J.P.
Morgan product offerings across Markets and Platform Services.
They build relationships with clients and package tailor-made solutions that meet the needs of a wide array of clients.
A salesperson typically has excellent communication skills, an analytical mind, is a capable multi-tasker, and team oriented.
* Trading at J.P.
Morgan is a unique insight into global markets - we provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e-trading platforms.
A trader's role is to respond to and encourage client enquiries, manage the resulting risk, and respond to market-moving events.
Trading is detail-focused, intellectually stimulating and requires logical and quick decision-making.
* Structuring & Origination is a hybrid group inclusive of Sales, Trading and / or Banking.
The teams offer a broad range of innovative investor products, liability management and hedging solutions.
J.P.
Morgan is one of the world's leaders in derivatives offering a wide range of products to institutional investors, distributors, corporates and private investors.
* Digital Markets is a strategic group focused on preparing our businesses for future transformations.
The group drives the development of new digital distribution strategies for clients & optimizes business efficiency through automation of markets.
Digital Markets teams work across the full spectrum of client types, clients are both external as well as internal stakeholders.
Across all tracks, you'll support senior colleagues with important research, analysis and preparatory work.
You will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions.
Your work and contributions will be valuable to the team from the start.
Expert instructors and J.P.
Morgan professionals will teach you about our history, the scale and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:10
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If you are ambitious and looking to apply what you've learned to real-world financial experience, then this is the role for you.
The skills you develop and the professional network you build will serve as a solid foundation for your career.
Throughout the internship, you'll support your team and senior colleagues with important research, analysis and preparatory work.
You will monitor markets, research companies in depth, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer to clients.
The program is an opportunity to take your career to the next level through hands-on experience, relevant skills training and valuable professional networking.
Based on your individual achievements, those who successfully complete the program may receive offers of full-time employment.
As a Summer Analyst in the Commercial & Investment Bank Research team, you will be part of a dynamic team helping to solve a range of challenging and interesting business issues and will be challenged in your work.
Our global Markets teams are active in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems.
Globally, we hold leadership positions across all major financial markets.
J.P.
Morgan Global Research is one of the world's most highly respected advisory franchises, providing thoughtful and differentiated fundamental analyses on sectors and companies, and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions, bringing clarity to complex situations.
Research is fast-paced, demanding and intellectually stimulating.
Job responsibilities
* Modeling financial statements and industry dynamics
* Performing detailed valuation work
* Assessing relevant news events
* Analyzing complex data sets
* Writing research notes, sector pieces, industry and market overviews
* Advising internal and external clients, corporates and management teams
Required qualifications, capabilities and skills
* Attend college/university in the U.S
* Expected graduation date of December 2026 - June 2027 from Bachelor's or Master's program
+ If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree.
* Proven analytical skills ( e.g., algebra, statistics, probability) , experience with quantitative and data analysis
* Exceptional writing skills
* Genuine interest in financial markets and economic data and trends
* Ability to multi-task and collaborate within a team environment
* Strong organizational skills and ability to meet deadlines in a dynamic environment
* Fluency in English
* Excellent verbal and written communication skills
* Confidence and initiative to take on responsibility and manage your own projects
Preferred qualifications, capabilities and skills
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:10
-
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: Puyallup, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:09
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Embark on a transformative journey with J.P.
Morgan's Commercial Real Estate (CRE) group as a Summer Analyst in our 2026 internship program.
Gain practical financial knowledge, hands-on experience, and networking opportunities in a 9-week program across Real Estate Banking, Community Development Banking, or Agency Lending.
This opportunity could lead to a full-time Analyst role, offering further training and exposure within the CRE business.
We're looking for students with strong communication, problem-solving skills, and a passion for commercial real estate.
As a 2026 Commercial Real Estate Summer Analyst in the Commercial Real Estate group at J.P.
Morgan, you will gain hands-on exposure to your sub-line of business by working directly with team members, participating in projects, and learning about the types of clients your team works with.
You will have opportunities to network with peers, work with colleagues and senior managers, and participate in training opportunities to sharpen your skills.
This role provides a unique opportunity to develop a strong foundation of analytical skills across a range of asset classes needed for a successful career in Commercial Real Estate.
Our Businesses:
* Real Estate Banking - Delivers commercial real estate and banking products to national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and investment funds working alongside REB Bankers, Underwriters and Treasury Services Payments partners.
* Community Development Banking - Provides financial solutions that support the growth of affordable housing and revitalization of low-and moderate-income communities across the U.S.
working alongside CDB Bankers, Underwriters, and Treasury Services Payments partners.
* Agency Lending - Provide lending solutions for multifamily borrowers through Fannie Mae and Freddie Mac by collaborating with Agency Bankers and Screeners.
Our agency lending services offer a variety of commercial real estate financing products that effectively align investor capital with borrower needs.
Additionally, our agency product line is designed to support firm-wide objectives, such as affordable housing and balance sheet liquidity
Job responsibilities
* Working on financial models to support financing transactions
* Assisting in the completion of credit approval memos
* Preparing marketing materials for use in client meetings covering topics such as financing alternatives and industry trends & analysis
* Developing an understanding of J.P.
Morgan products and service offerings
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:09
-
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: Olympia, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:08
-
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: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:07
-
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: Staten Island, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:06
-
Join the Global Families Group, a New York-based team dedicated to providing comprehensive services to international clients with diverse investments and interests.
This role offers the opportunity to build relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions.
You'll collaborate with a team of experts in a fast-paced environment, gaining valuable experience and training.
Our nine-week program includes induction, training, and hands-on projects, with potential for a full-time offer for top performers.
As an advisor, you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit, banking, and Trust & Estates practices.
As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones.
You'll be part of a supportive, collaborative team, working in a fast-paced environment, and you'll have the chance to make meaningful contributions to our business with customized wealth management solutions.
Your role will involve delivering highly customized and comprehensive solutions to help protect, manage, and grow wealth.
We're looking for someone who enjoys working in teams to develop complex solutions, and has a genuine interest in financial markets and macro-level economic trends.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree
Graduation date of December 2026 through June 2027
Highly driven person who enjoys working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Desire to ultimately work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Highly inquisitive, focused and pro-active
Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations:
• New York, NY
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles.
The JPMorgan Chase U.S.
Benefits Prog...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:06
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive in Mid-Corporate Banking your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Commercial & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelors degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeita...
....Read more...
Type: Permanent Location: Leawood, US-KS
Salary / Rate: Not Specified
Posted: 2025-06-02 08:12:05
