-
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: San Clemente, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:34
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking in the Card Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* 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 of applied experience
* Good experience in Springboot and Kafka
* Strong Terraform skills
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - such as Java, Core Java 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, Applicant 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
* Exposure to cloud technologies
* Experience with Terraform is huge plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities gro...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:33
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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
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: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Monterey, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:30
-
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: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:29
-
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: Thousand Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:29
-
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: Torrance, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:28
-
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: Centennial, US-CO
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:27
-
When someone joins the Chase Corporate Strategy team, they accelerate their career by working on impactful and complex projects with high visibility.
They also become part of a highly collaborative team that prioritizes learning, professional development, and mentorship.
As an Analyst in the Chase Corporate Strategy team, you will be involved in high-priority projects that are at the top of our senior management's agenda and at the forefront of the industry.
Your responsibilities will include developing growth strategies, launching new products and entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects.
These projects are team-based and will require you to collaborate extensively with senior executives and cross-functional business partners.
You will also have the opportunity to rotate across Chase's lines of business and functional groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations.
Job responsibilities
* Develop and drive the strategic priorities for Chase, serving as an objective thought partner to the C-suite and other senior leaders
* Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
* Structure and build quantitative and qualitative analyses
* Analyze operational and financial data
* Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
* Support creation of CEO-level executive communications
Required qualifications, capabilities, and skills
* Experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles
* Bachelor's degree; excellent academic credentials / GPA
* Strong interpersonal and communication skills
* Excellent analytical skills and ability to structure complex problems
* Intellectual curiosity and ability to learn new subjects quickly
* Proficient MS Excel and PowerPoint skills
* Open, collaborative, team-oriented operating style
Preferred qualifications, capabilities, and skills
* Undergraduate degree in Economics, Finance, Math, Engineering (or related field)
* Experience applying data analysis to solve business problems in fast-moving environments
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse teams
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a co...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:27
-
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: Fort Collins, US-CO
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:26
-
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: Spokane, US-WA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:25
-
This position is on-site: Salt Lake, UT
Who we're looking for:
All your life, you've been a thinker - a practical innovator with rolled-up sleeves, a strong sense of purpose and healthy dose of optimist in you.
A maker who gets things done.
If you dream of using technology to make a difference in the world, we want you with us.
At Gibraltar, we're solving big problems and pushing the boundaries of what's possible, changing lives with smarter products and services in agtech, renewable energy and residential products that will shape a better future for people and the planet.
So we're looking for more than great talent, we're looking for good people with a unique point of view - creators ready to tackle our most important challenges.
If you thrive in a collaborative and inclusive culture, working side by side with talented teammates or hand in hand with customers and communities to solve real-world technology problems, we want to hear from you.
Essential Duties and Responsibilities:
* Order picking, staging product and loading Truck in a safe manner
* Operates the Commercial Vehicle in accordance with Department of Transportation (DOT) as well as all local, state and federal requirements
* Unload and load product
* Upon return to the DC, assist in unloading the truck and putting away equipment
* Collaborate with team leaders before and after trips to assess unload time, delivery issues, continuous improvement initiatives and other aspects of the job
* Keep vehicle clean and report maintenance issues as necessary
* Comply with all regulatory and company policy requirements
* Operating within hours of service limits per the use of an electronic logging device (ELD)
* Follow all pre- and post-trip equipment inspection
* Routine audit of vehicle registration, permits, insurance, IFTA, and other required docs
* Operate within legal state and federal vehicle weight limits
* Wearing appropriate personal protective gear as required per policy
* Abide by all yard safety procedures to include but not limited to, speed limits, parking, pedestrian crossings and PPE requirements
* Report defects, accidents, or violations in accordance with DOT regulations and Company Policy
* Maintain a current driver's license and medical card as required by DOT
* Other duties as may be assigned
Requirements:
* High school or equivalent (e.g., GED)
* 21 years of age
* At least 1 year of verifiable experience of operating a CMV on public roads within the past 3 years
* Must have only one valid Driver's License (free of restrictions or limitations) of the type required and issued by the state of residence.
Applicants whose licenses are not issued by their state of residency must have license transfers completed no later than thirty days from hire date.
* About Us:
Gibraltar is a leading manufacturer and supplier of products and services for North American agte...
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Type: Permanent Location: Salt Lake, US-UT
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:24
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Job Description
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics.
Sagility has more than 25,000 employees across 5 countries.
Job title:
Bilingual Work At Home-Customer Service Representative-Healthcare
Job Description:
Sagility is a global leader in business process management and optimizing the member/patient experience.
Sagility combines technology-powered services with decades of Healthcare domain expertise to drive positive outcomes.
Join Our Team and S.O.A.R!
S -Spark Curiosity O - One Team, One Direction A - Action for Results, R - Right by Right Purpose
We pride ourselves on shaping careers.
We have immediate openings for a Call Center Customer Service Representative.
Our customer service representatives are instrumental in the success of Sagility.
Good customer service starts with a human touch, our representatives provide the touch and are the eyes and ears of our business.
Benefits of working with Sagility include :
* $14.00/hr
* $15.00/hr Bilingual
* Performance incentives
* Paid training within a state-of-the-art video training environment
* A comprehensive health plan after 90 days of employment
* Employee wellness and engagement programs
* A Real opportunity to grow your career - 90% of our Leaders started their career as a Customer Service Representative
Responsibilities:
* Answer all incoming calls promptly and manage them both effectively and efficiently
* Research to provide the most effective solution to resolve customer issues.
* Document all calls
* Communicate in a professional, empathetic, and diplomatic manner with good voice quality, diction, and articulation
* Work to achieve daily team quality and customer satisfaction goals
What we are looking for:
The ideal Sagility candidate will possess the following characteristics:
* Unwavering commitment to giving perfect effort
* Punctual and dedicated
* Thrives in a fast-paced environment
* Comfortable navigating between various applications on a computer
* Drive to exceed the callers? expectation
* Build current skillset
* Must have a positive attitude
* The belief that teamwork is crucial to being successful
* Previous healthcare experience is a plus.
* Previous call center experience is a plus
Requirements:
* 18 years of age or older
* High School Diploma or equivalent
* 1 year in 1 Job, preferably in a call center customer service environment
* Reliable Attendance- No Missed Time in First 90 days
* Ability to type 25 wpm
* Proven oral and written communication skills
* Comfort with ...
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Type: Permanent Location: Overland, US-KS
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:24
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Job description
* Trim, pack, and stack cartons of plastic injection molded product from machinery.
Ability to learn this task on up to 35 different processes.
* Read and follow Bill of Materials (BOM) for each machine assigned.
* Apply all labels to product required on Bill of Materials (BOM).
* Inspect and monitor the quality of parts, assembled components, and finished products.
* Report machine and equipment malfunctions to maintenance or supervision.
* Follow all safety policies and procedures.
* Other job duties and responsibilities as assigned.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
Mathematical Skills: Ability to calculate figures and amounts such as proportions, percentages, area, circumference, and volume.
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Physical Requirements:
* Able to stand for prolonged periods of time.
* Able to walk long distances.
* Able to work at elevated heights.
* Able to lift 50 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires acknowledgement that if selected you will be:
* Able to work long hours in hot conditions during spring and summer.
* Able to work in cold conditions during fall and winter.
* Able to work around heavy manufacturing machinery.
* Able to start your shift as required, on time.
* Able to continually update on all facets of a Safety Conscious Work Environment
Gibraltar is an Equal Employment Opportunity Employer and gives all applicants for employment equal consideration regardless of race, color, sex, religion, national origin, arrest record, ancestry, age, physical or mental disability, sexual orientation, transgender status, genetic information, marital status, citizenship status, veteran status, pregnancy, or any other status protected by federal, state, or local law.
Upon request and consistent with applicable laws, Gibraltar will provide reasonable accommodations to individuals with disabilities who need an accommodation to fully participate in the application process.
Disclaimer
The information in this description indicates the general nature and level of work performed by employees within this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, ...
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Type: Permanent Location: Orrick, US-MO
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:23
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Join our diverse team of professionals from top tech giants, blockchain innovators, and FinTech unicorns, as we build a new venture.
Enjoy autonomy and cross-functional collaboration, where your opinion is highly valued.
Job Summary:
As a Principal Software Engineer at JPMorgan Chase within the International Consumer Bank, you will be a part of a flat-structure organization.
Your responsibilities are to deliver end-to-end cutting-edge solutions in the form of cloud-native microservices architecture applications leveraging the latest technologies and the best industry practices.
You are expected to be involved in the design and architecture of the solutions while also focusing on the entire SDLC lifecycle stages.
Job Responsibilities:
* Be responsible for, and have complete ownership of the marketing technology stack
* Build and lead an engineering team to design and develop technologies to help customers discover the products we are building.
* Define the engineering architecture and capabilities that deliver the AdTech, marketing automation, CRM, website and mobile-app discovery vision of the product.
* Own the content management and delivery solutions that enable web deployment, and define decisions around server environment configuration, clustering, caching, CDN usage and security
* Ensure that front-end experiences are optimised for SEO, performance, cross-browser compatibility and WCAG accessibility.
Required qualifications, capabilities and skills:
* Formal training or certification on AdTech concepts and 10+ years applied experience
* Experience in website development and frameworks (UI/UX Principals, Single-Page Applications, Static Site Generation, Headless CMS, Typescript/JavaScript, HTML5, and CSS3).
Experience optimizing for SEO and performance.
* Experience integrating with advertising platforms and ecosystems, and an understanding of DSPs, DMPs, Ad Networks, Ad Hubs and CDPs.
* Familiarity with tools such as Segment and mParticle.
* Experience in CRM, marketing automation and campaign management, and familiarity with tools such as Adobe Campaign, Braze or moEngage.
Experience setting up an event driven architecture.
Preferred qualifications, capabilities and skills
* A desire to teach others and share knowledge.
We aren't looking for hero developers, more for team players.
We want you to coach other team members on coding practices, design principles, and implementation patterns.
* Comfortable in uncharted waters.
We are building something new.
Things change quickly.
We need you to learn technologies and patterns quickly.
* Ability to see the long term.
We don't want you to sacrifice the future for the present.
We want you to choose technologies and approaches based on the end goals.
* High standards.
We are looking for people who expect personal performance and team performance to be nothing short of the best.
* Clarity of thought.
We operate quickl...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:21
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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 within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
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
* Seven years 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
JPMorgan Chase & Co., 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 rol...
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Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:20
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You are customer focused and enjoy cultivating relationships with your Technology-focused private equity clients.
A role as a Technology Sponsor Finance Managing Director is for you.
As a Managing Director on the Technology Sponsor Finance coverage team, you will be a key contributor in building a best-in-class platform covering our Technology-focused private equity clients.
The Team is responsible for originating and executing leveraged finance transactions in support of our client's leveraged buy out, mergers and acquisitions and recapitalization opportunities by utilizing J.P.
Morgan's deep and broad platform, including our Direct Lending, Debt Capital Markets and mergers and acquisitions capabilities.
Job Responsibilities
Technology Sponsor Finance is looking for a Managing Director to be a key contributor in building a dedicated best-in-class platform with responsibilities for cultivating and targeting financial sponsor relationships, deal origination and execution, and strategic initiatives.
Managing Director responsibilities will include:
* Covering assigned Sponsors, principally fostering relationships with Capital Markets professionals of covered Sponsors, in collaboration with other sponsor coverage teams
* Originating LBO, M&A and recapitalization financing opportunities through cultivating relationships
* Leading the structuring, negotiation and execution of originated debt financings
* Managing team due diligence on originated financing opportunities and overseeing development of screening memorandum and financial modeling/analysis
* Coordinating the credit origination, execution, and portfolio management process with colleagues across the J.P.
Morgan platform
* Building and maintaining in-depth knowledge of the Technology sector and associated financing markets
* Developing and mentoring the Technology Sponsor Finance junior team members
Required Qualifications, Capabilities, and Skills
* 15+ years of Financial Sponsor Coverage or equivalent experience lending to middle market Technology companies
* Strong credit skills, including experience executing both annualized recurring revenue (ARR) and cash flow credit transactions.
Extensive knowledge of financial statements and accounting methods, including preparation and analysis of financial models
* Significant experience with M&A and debt financing in support of those transactions
* Excellent communication and presentation skills.
Personal integrity, initiative, and leadership qualities
* Capacity to interact and build relationships with a wide range of people and act as a point of contact
* Bachelor's degree, or equivalent.
* FINRA Series 79, Series 63, Series 24 and SIE required (or obtained in first 90 days of employment)
Preferred Qualifications, Capabilities, and Skills
* Excellent communication and presentation skills
* Solid work ethic, motivation level and ability to collaborate across tea...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:19
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Summary
Join our fun, high-energy team as a Consumer Direct 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 Consumer Direct Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into Prime FHA mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling of Purchases Loans in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
* Ability to adhere to Hybrid work schedule (3 days on-site and 2 days remote)
* Ability to adhere to on-site training Monday - Friday 8:00 AM - 5:00 PM for the first 60 days
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consider...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:19
-
J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P.
Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service.
In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
Chase is a leading financial services firm, helpin...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:18
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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?
As a Community Home Lending Advisor at Chase, you will take a lead role in creating an outstanding customer experience for home buyers.
You won't be alone: your colleagues will provide you support as you partner with other specialists, ensuring customers have access to experts who can help them with financial needs.
Here at Chase, we focus on our customers first and foremost.
We are dedicated to building a strong team initiator, collaborators, and results oriented individuals.
Our Team has a knack for looking at the details and finding solutions to everyday challenges.
As a Chase employee, you'll be part of a company that makes a real difference every day for our customers, our communities and ourselves.
We focus on customers' best interests and strive to exceed expectations by listening to and anticipating their needs.
Our employees are empowered to put our customers at the center of all we do, focus on doing what's right, and create solutions that make their lives better.
This is a hybrid (3 days in office / 2 days remote) role located in Tempe AZ.
*
*
*Training - While in training you will need to report to the office 5 days a week.
Training is a min.
of 30 days, but it could be up to 60 days
*
*
*
Job Responsibilities
* Proactively convert inbound and outbound leads into Purchase Loan Applications
* Recommend optimum product and rate program combinations to tailored to customer needs
* Proactively source new prospects and accurately document all interactions
* Ensure compliance with applicable statues and procedures
* Meet established performance and volume metrics
* Provide updates and feedback on all aspects of the originations process
Required Qualifications, Capabilities and Skills
* Previous sales experience background in Financial Services / Mortgage / Auto / Schools & Universities / Medical with demonstrated success
* Must have Sales Originations
* Fluent in English and Spanish (Verbal & Written)
* Provide superior customer service from a consultative selling approach
* Manage multiple tasks and meet deadlines in a timely manner
* Proficient with Microsoft Applications
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requireme...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:17
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This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury (CIBT) group, where you will play a key part in optimizing performance and shaping the future of the organization.
As a Treasury Capital Management Vice President in the CIBT Planning & Analysis team, you will play a key role in optimizing performance and shaping the future of the organization by focusing on capital management and supporting the development and execution of related strategies.
You will collaborate with various stakeholders across the firm to promote business results while adhering to regulatory constraints and internal controls.
Job responsibilities
Focus on capital allocation frameworks and methodology for CIB including the following:
* Support development, implementation, and ongoing monitoring of CIB capital framework-including aggregation of data for pro forma analyses, preparation of materials for Lines of Business (LOB) syndication, and real-time review of new business/trade opportunities
* Support routine and ad-hoc reviews of business-level returns on capital-consuming activities - as measured through Return of Equity (ROE) and returns on other individual capital constraints
* Partner with internal stakeholders (Planning & Analysis, Lines of Business, Finance Technology) to support and improve Wholesale Client Profitability (WCP) business tool-providing real time insight on total client value and business returns, and socializing impacts on performance measurement
* Develop understanding of future regulatory rule changes (including Basel 3 Endgame in the United States), the potential impact on CIB, and mitigation strategies
* Develop partnerships with key stakeholders and increase foundational knowledge of CIB businesses and operating environment as responsibilities progressively increase
* Perform operational forecasting and budgeting tasks for certain CIBT cost centers on a monthly and quarterly basis, including collection of stakeholder inputs, processing, management reporting, and routine variance analytics
Required qualifications, capabilities, and skills
* Bachelor degree required
* 6+ years of work experience in Financial Services
* Experience with financial resource management in a bank treasury environment, supporting different CIB products (banking and markets)
* Knowledge of U.S.
implementations of Basel regulatory capital rules (e.g.
risk- weighted assets, Global Systemically Important Bank surcharge, Stress Capital Buffer, Comprehensive Capital Analysis & Review, leverage requirements, etc)
* Strong fundamental understanding of bank profitability, key drivers of risk and return, and the impact of external trends or industry regulation
* Proficient in Microsoft applications, specifically Excel and PowerPoint
* Demonstrated ability to quickly understand complex subject matter
Preferred qualifications, capabilities, and skil...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:15
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:12
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs 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
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
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Type: Permanent Location: Clackamas, US-OR
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:12
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
* A Home Therapy nurse trains home hemo or peritoneal dialysis patients in-center and sometimes in the patient's home.
* We Will Train - In-center hemodialysis, critical care, and home health are great backgrounds.
* Work Schedule - Monday through Friday, 8am to 5pm; Modified schedules are possible based on patient caseload at the facility.
* Competitive on-call pay when placed in on-call rotation.
* Holidays - Home Training Nurses rarely work on a holiday.
* We lead the industry in clinical quality improvement, delivering amongst the best patient outcomes in the U.S.
as measured by the CMS ESRD Quality Incentive Program.
* We remain an industry leader in home dialysis with 17% of dialysis treatments delivered in our patients' homes.
The Home Therapy Registered Nurse, as qualified by federal and state regulations, provides patient training and ongoing support for all patients choosing a home dialysis modality.
This position is accountable for providing quality care to all patients and is committed to delivering superior customer service in all internal and external interactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
* Knowledge of and comply with federal, state, local laws and regulations, including health care professionals practice act requirements as they pertain to home dialysis program and patient care requirements.
* Train patient (and/or care partner) in the practice of self-care Peritoneal Dialysis or Hemodialysis upon meeting federal and state regulations governing Registered Nurse qualifications.
* Conduct home visits to assess the patient's home environment per policy; initially and minimally annually thereafter.
Routinely evaluate patient performance and assess the home environment more frequently as needed to improve care.
* Communicate results of patient assessment, reassessment, and ongoing monitoring to the physician, team members, and others as appropriate to the individual needs of the patient.
* Document all nursing services in the Electronic Medical Record including but not limited to training sessions, routine and non-routine in-person interactions, and phone conversations.
Documentation should accurately reflect the patient status and nursing interventions and be written to ensure continuity of care.
* Participate in infection control monitoring, implementation, and recording as requested.
* Be familiar with emergency equipment and all emergency operational procedures.
Communicate and regularly review Emergency Preparedness procedures with all home patients, including but not limited to emergency disc...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-08 08:46:08