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The J.P.
Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities.
For over 7 consecutive years, we have been voted number 1 in the United States for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services.
We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With nearly 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
The Regional Team Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P.
Morgan.
The successful candidate will build and sustain partnerships across the Private Bank to deliver a differentiated client experience, deepen existing relationships and partner on new fiduciary opportunities.
The Regional Trust Team Leader for the NYC markets will be responsible for overseeing a senior team of trust professionals managing approximately $19B in assets.
The responsibilities of this role are as follows:
Talent Management
Trust Regional Team Leaders are responsible for overseeing a team of Trust Officers, Trust Administrators and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee.
The role requires technical expertise in the trusts and estates space, management expertise and a track record of success in growing and managing an UHNW client-focused business.
Client Relationship Management
The most successful organizations provide unparalleled service and capabilities to their existing clients.
The Regional Trust Team Lead works with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships and providing the best client experience possible.
The Regional Trust Team Lead will actively partner with Private Bank advisors to coordinate client strategy and participate in key client engagements.
Risk Management
Critical to this role is that the individual be able to guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance.
The Regional Team Leader will also be responsible for approving discretionary actions taken by the firm as a fiduciary.
Sales Management
Growing the fiduciary business is a primary emphasis within the firm, and the Reginal Trust Team Leader works closely with Trust Officers and partners in the markets to articulate J.P.
Morgan's value proposition as a lead...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:45
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Are you passionate about tackling difficult questions and using data to drive decisions? Join the Deposit Analytics team supporting liquidity management across industry-leading wholesale businesses.
Collaborate with Treasury and Risk partners to proactively manage deposit analytics in a dynamic environment.
Apply your curiosity and quantitative skills to high-impact initiatives.
Grow your influence while improving reporting, methods, and outcomes.
As a Treasury Deposit Analytics Associate in Finance and Business Management with The Corporate & Investment Bank, you will support liquidity management by developing methodologies and metrics for wholesale deposits.
You will partner with Treasury, Liquidity Risk, and business teams to enhance stress testing, funds transfer pricing, and reporting.
You will analyze balance sheet, capital, collateral, and liquidity dynamics to inform decisions.
You will deliver timely, accurate insights and materials for senior stakeholders and regulatory requests.
Job Responsibilities
* Interpret regulatory liquidity and capital policies (LCR, NSFR) and articulate their application to deposit businesses.
* Develop robust liquidity stress testing approaches and clearly document assumptions for stressed conditions.
* Build partnerships with lines of business to understand client-driven liquidity and maintain forecasts.
* Resolve ad-hoc issues to ensure appropriate treatment of balances in liquidity reporting and funds transfer pricing.
* Create quantitative analyses and tools to support business decision-making.
* Improve the liquidity reporting framework by developing reports and tools to analyze balance trends and drive process improvements.
* Collaborate across Treasury, Risk, Quantitative Research, and deposit businesses to inform model assumptions and development.
* Produce timely analyses for regulatory requests, reporting on banking balance sheet and liquidity positions with clear insight.
* Own routine BAU processes, complete ad-hoc requests, and support senior analytics team members.
* Support effective funds transfer pricing, liquidity premium allocations, legal entity charge calculations, and SVA analysis.
* Provide treasury guidance to Global Payments and Securities Services and assess new product impacts on the balance sheet.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Finance, Economics, or a quantitative field.
* 3+ years of experience in financial services with deposits and liquidity-related work.
* Strong analytical, creative thinking, and problem-solving skills; mathematical/statistical intuition helpful.
* Comfort working with and interpreting data to draw conclusions.
* Versatility to work independently or as part of a team in a fast-paced environment.
* Self-starter with ownership mindset; strong interpersonal, organizational, and communication skills.
* Ability to present compl...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:44
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Create an outstanding customer experience through exceptional service.
Establish and maintain a safe and clean environment that encourages our customers to return.
Assist the department manager in reaching sales and profit goals established for the department and monitor all established quality assurance standards.
Embrace the Customer 1st strategy and encourage associates to deliver excellent customer service.
Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety of others.Minimum Position Qualifications:
* Customer Service skills
* Effective communication skills
* Knowledge of basic math
* Ability to obtain current food handlers permit once employed
Desired Previous Job Experience:
* Customer Service skills
* Bakery or Deli experience is helpful
* Retail experience
Essential Job Functions:
• Grocery Clerk (Bakery/Deli) will prepare items per customer requests using proper bakery equipment.
• Bakery/Deli Clerk should offer product samples to help customers discover new items or products they inquire about.
• Grocery Clerk (Bakery/Deli) will be able to inform customers of bakery and/or deli specials.
• Provide customers with fresh products that they have ordered and the correct portion size (or as close as possible to the amount ordered) to prevent shrink.
• Recommend deli or bakery items to customers to ensure they get the products they want and need.
• Use all equipment in bakery such as the refrigerators, freezers, slicers, and ovens according to company guidelines.
• Prepare foods according to the food temperature logs and follow cooking instructions.
• Measure, prepare and mix ingredients according to recipe, using variety of kitchen utensils and equipment.
• Adequately prepare, package, label and inventory ingredients in merchandise.
• Check product quality to ensure freshness.
Review "sell by" dates and take appropriate action.
• Properly use kitchen equipment, stove, computerized scale, fryer, steamer, robot coupe etc.
• Label, stock and inventory department merchandise.
• Report product ordering/shipping discrepancies to the department manager.
• Understand the store's layout and be able to locate products when requested by customer.
• Stay current with present, future, seasonal and special ads.
• Gain and maintain knowledge of products sold within the department and be able to respond to questions and make suggestions about products.
• Maintain an awareness of inventory/stocking conditions note any discrepancies in inventory.
• Ensure proper temperatures in cases and coolers are maintained and temperature logs are maintained.
• Promote trust and respect among associates.
• Create an environment that enables customers to feel welcome, important and appreciated by answering questions regarding products sold within the department and throughout the store.
• Adhere to all food safety regul...
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Type: Permanent Location: Cypress, US-CA
Salary / Rate: 20.285
Posted: 2026-08-07 09:13:44
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Private Capital Advisory sits within the M&A group and is part of the global Private Capital Advisory & Solutions team.
The team assists clients in raising non-control private capital for a variety of purposes including: M&A, growth/capex, shareholder monetizations, balance sheet equitizations, refinancings, etc.
The team works closely with industry coverage and other product teams within the bank.
The client universe primarily includes large investment grade corporates, sponsor-owned companies and entrepreneur-led / family businesses, who are entering private transactions, including as an alternative to the public market.
Capital is raised through bespoke M&A-style processes and from a variety of sources including private equity funds, sovereign wealth funds, alternative & credit investors, pension funds & insurance companies, family offices, and other institutional investors.
Private investors are increasingly seeking opportunities to deploy solutions-focused capital and form long-term partnerships with corporates / entrepreneurs.
You will get exposure to all sectors, and types of transactions across the capital structure from common equity transactions to more structured deals depending on client requirements.
The team has raised more than $105bn of capital for clients globally, including some of the largest private capital transactions to date .
Job responsibilities
* Work with clients in tandem with industry coverage teams to analyze the optimal transaction structure and financial modelling for a potential transaction
* Analyze the most suitable investor universe for each transaction and speak to investors as part of the outreach process, be it for bilateral partnerships or broader partner identifications, as well as speaking to investors on an ongoing basis to maintain dialogue
* Support the preparation of transaction marketing and process materials including term sheets
* Drive day-to-day transaction execution from launch through signing, coordinating investor outreach, diligence processes, management interactions, internal workstreams, and overall transaction management
* Analyze proposals received from investors including comparison of key terms and oversee financial modelling to analyze returns under different structures.
Support the final negotiations for transactions
* Support preparation of materials to present to J.P.
Morgan clients, in partnership with industry and other product teams
* Given the team's high deal flow and its flat hierarchical structure, there will likely be several opportunities to 'step-up' and take on greater responsibility over time
Required qualifications, capabilities and skills
* 1-2 years of full time investment banking experience, specifically in M&A or coverage groups with strong M&A execution
* Keen interest in private capital markets, minority M&A, and structured transactions.
Interest in how minority transactions work including shareholder and governan...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:43
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Create an outstanding customer experience through exceptional service.
Establish and maintain a safe, clean environment that encourages our customers to return.
Achieve sales and profit goals established for the department and control all established quality assurance standards.
Monitor all functions, duties and activities related to the Produce department.
Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.MINIMUM
* Excellent oral/written communication skills
* Knowledge of basic math (counting, addition, subtraction)
* Ability to handle stressful situations
* Current food handlers permit once employed
DESIRED
* High School Diploma or GED
* Any management experience
* Any produce/retail experience
* Second language (speaking, reading and/or writing)
* Promote trust and respect among associates, with a positive attitude
* Communicate company, department, and job specific information to associates
* Establish department performance goals and empower associates to meet or exceed targets through teamwork
* Develop adequate scheduling to manage customer volume
* Train and develop associates on their job performance and participate in the performance appraisal process
* Create an environment that enables customers to feel welcome, important and appreciated by answering questions regarding products sold within the department and throughout the store; respond to questions, make suggestions, and locate products
* Inform customers of produce specials and offer product samples to help customers discover new items
* Review/inspect products for quality and freshness and take appropriate action
* Develop and implement a department business plan to achieve desired results
* Create and execute sales promotions in partnership with store management
* Inform and educate department associates about current, upcoming and special in-store promotions, especially promotions that affect the department
* Prepare and submit seasonal critiques for the sales and merchandising supervisor
* Implement the period promotional plan for the department
* Assist management in preparing the store/department budget, expense control, profit and loss reviews, and take appropriate action on all financial reports
* Schedule daily, weekly and monthly price changes by updating shelf tags and promotional signs
* Plan and organize the inventory process, maintain an awareness of inventory/stocking conditions, note any discrepancies, train department associates on inventory/stocking and Computer Assisted Ordering (CAO)
* Ensure proper temperatures in cases and coolers are maintained and temperature logs are maintained
* Reinforce safety programs by complying with safety procedures, identifying unsafe conditions, practicing preventive maintenance by properly inspecting equipment, notifying store management of any...
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Type: Permanent Location: Thornton, US-CO
Salary / Rate: 27.81
Posted: 2026-08-07 09:13:43
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:42
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The Quantitative Trading & Research (QTR) eTrading team designs and delivers quantitative analytics, models, and tools that improve electronic execution outcomes for clients globally.
Job Summary
As an Executive Director in QTR eTrading, you will be aligned closely with product team, you will lead execution research and transaction cost analysis (TCA) that directly informs the electronic trading product roadmap for both single-stock and portfolio trading.
You will partner with Electronic Client Solutions, Coverage, and Technology to translate research into scalable, measurable platform enhancements and client solutions.
Job Responsibilities
Product strategy & roadmap influence
* Partner with Electronic Client Solutions to define and prioritize the algorithm roadmap using data-driven insights, client needs, competitive context, and measurable outcomes.
* Develop a clear product analytics narrative (KPIs, benchmarks, adoption/usage, performance attribution) to support senior decision-making and investment cases.
* Translate client requirements into quantitative problem statements and implementable product specifications.
Execution measurement & TCA leadership
* Build, enhance, and govern TCA frameworks (benchmarks, market impact curves, peer/venue comparisons) calibrated on historical order, execution, and market data.
* Diagnose execution performance drivers (order size/urgency, liquidity, volatility, venue choice, algo selection, time-of-day effects) and convert findings into product recommendations.
* Establish monitoring, alerting, and post-release performance measurement for algorithm changes and new features.
Research, experimentation & model development
* Conduct market microstructure research (venue structure, auctions, fee schedules, order types, dark vs.
lit dynamics) and quantify the impact on execution outcomes and product design.
* Design and run empirical studies and controlled experiments (A/B tests) to evaluate routing, scheduling, and parameter changes; define success metrics and ensure robust statistical conclusions.
* Contribute to pre-trade and post-trade models that support strategy selection and parameterization, including regime-aware analysis where relevant.
Cross-functional delivery & stakeholder management
* Collaborate with Technology and Algo Development to industrialize research into production-ready capabilities, including documentation, controls, and model/feature governance.
* Create client-facing content (methodology papers, execution strategy notes, performance reviews) and support client and internal stakeholder discussions with clear, defensible analytics.
Required Qualifications, Capabilities, and Skills
* Master's degree in a STEM field (Computer Science, Engineering, Mathematics/Statistics, Physics) or equivalent practical experience.
* 8+ years of relevant experience in quantitative execution research, TCA, algorithmic trading, or clo...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:41
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Executive Director
Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists
J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion , is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage, and banking services, including trusts and estates, loans, mortgages and deposits.
The Team
The Portfolio Solutions Group seeks to provide comprehensive coverage of our managed solutions (across core and thematic strategies, and different vehicle types - separately managed accounts, mutual funds [J.P.
Morgan and 3rd party where offered], and ETFs), in a coordinated way.
With a product-agnostic lens, the team partners with each region and channel (Private Bank and U.S.
Wealth Management) in understanding their respective priorities in order to drive and retain assets across all managed strategies.
The team also works closely with our Global Investment Strategy, Office of Portfolio Construction, Manager Solutions, and ConnectWealth Teams.
The team is primarily based in New York, and partners with colleagues globally.
The Role
* Lead and drive strategy for a team of Equity Investment Specialists, reporting into the Head of Portfolio Solutions Group
* Serve as a subject matter expert on our discretionary equity strategies, with the ability to articulate macro and asset class views, as well as individual equity strategy investment philosophy, positioning, performance drivers, etc.
* Serve as an architect, providing advice to help advisors form holistic portfolios of managed solutions for clients (the blending of managed strategies), based on J.P.
Morgan's market views, but customized according to client preference and risk level
* Present on global and regional calls to message advice, and craft written communications sent to all advisors
* Design scalable content across all mediums, with an appreciation for the wide range of advisor experience levels with regards to investments (ranging from new to investments to institutional-like sophistication)
* Work closely with Regional Portfolio Specialists within the team to drive new investment flows and retain existing business, evaluating trends across regions and pivoting focus accordingly
* Partner with regional and local leadership teams to establish region- and market-specific plans to drive new long-term investments flows and retain existing business
* Provide advice and support for advisors on large prospect and existing client opportunities, meeting with prospects and clients directly on a regular basis
* Advocate as necessary for new strategies...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:41
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As a Data Scientist Vice President within the Fraud Strategy team, you will shape and execute fraud risk strategies, leveraging advanced analytics and cross-functional collaboration to protect our business, customers, and communities.
You will lead complex projects, drive strategic conversations with stakeholders across multiple functions, and deliver impactful solutions that mitigate fraud risks.
Job Responsibilities
* Lead the development, implementation, and enhancement of analytics to provide senior management with comprehensive insights into fraud trends and account quality.
* Oversee analysis of key performance metrics and profitability drivers across the full account lifecycle, delivering actionable recommendations to inform strategy and operational decisions.
* Gain a deep understanding of operational processes (e.g., underwriting, portfolio management, collections) to identify and address fraud risk drivers.
* Direct and execute complex projects from initial analysis through implementation and performance monitoring, ensuring alignment with organizational objectives.
* Drive strategic conversations and foster collaboration with stakeholders across various functions, representing the Fraud Strategy team in cross-functional initiatives.
* Communicate findings and recommendations clearly to executive leadership and stakeholders, supporting data-driven decision making.
Required Qualifications, Capabilities, and Skills
* Minimum 5 years of experience in Fraud Strategy, analytics, or a quantitative discipline.
* Demonstrated ability to lead complex projects independently, manage multiple priorities, and deliver results.
* Experience driving conversations and building consensus across multiple functions.
* Excellent analytical and problem-solving skills, with a keen attention to detail.
* Exceptional written and verbal communication skills; proven ability to present complex analyses and recommendations to executive management and stakeholders.
* Strong background in statistics, econometrics, or related quantitative methodologies.
* Bachelor's degree in finance, economics, statistics, or a quantitative field.
* Advanced proficiency in SAS, SQL, and spreadsheet tools; ability to query and manipulate large datasets to generate actionable insights.
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 commissi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:38
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As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the integrity of the firm's financial information and support key financial control activities.
The Firm-wide Financial Controllers is a global organization accountable for the integrity of the books and records of the Firm and accounting standard and business process change management events.
The organization closely examines the general ledger, operating systems and controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
The most common functions and activities owned by Firm-wide Financial Controllers (FFC) include but are not limited to the following: financial analysis, consolidation, reporting, balance sheet reconciliation/certification/substantiation, general ledger reconciliation reporting & governance, inter-entity control and governance, manual accounting/bookings to the general ledger and operating systems, and executing the month end close process.
Job responsibilities:
* Collaborate with line of business controllers, financial control, product controllers, technology, operations and legal entity controllers globally
* Manage the consolidation of JPMorgan Chase financial data at month-end for their asset class, including the ability to support month end, quarter end, and year end activities
* Control post-closing entries and perform various control procedures to ensure the integrity of reported financial results including account reconciliation and substantiation
* Engage in line of business initiatives and projects, be the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change
* Enhance the overall control environment around the financial reporting function
* Mobilize change wherever possible in order to simplify processes and enhance controls
Required qualifications, capabilities, and skills:
* 5+ years accounting or industry experience
* Basic experience with a financial consolidation and reporting system (i.e.
SAP interface)
* Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
* Strong analytical and problem solving skills
* Excellent communication and interpersonal skills
* Ability to work independently, take initiative and drive change
Preferred qualifications, capabilities, and skills:
* MBA or CPA preferred
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 ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:35
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Edmond, US-OK
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:32
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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 an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 bankin...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:31
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exci...
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Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:31
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exci...
....Read more...
Type: Permanent Location: St Louis, US-MO
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:30
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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: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:29
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Job Summary
As a Vice President on our Electronic Client Solutions (ECS) team in New York, you will cover quantitative and systematic clients end to end, aligning their objectives with our electronic execution capabilities across Global Cash Equities.
You will leverage our global electronic trading platform - spanning algorithms, automated liquidity, data, analytics, and low-latency execution - to deliver data-driven performance management and cross-functional leadership.
This is a high-impact role where client engagement and holistic solutions come together to create a differentiated client experience.
Job responsibilities
* Work closely with quantitative and systematic clients to deliver holistic execution solutions across our suite of trading products
* Build processes to measure and track key performance benchmarks and use execution data to optimize trading behaviors
* Maintain regular dialogue with key trading and decision-making personnel at client firms
* Initiate and sponsor end-to-end projects with product, sales, technology, and legal partners to deliver electronic solutions
* Be an integral member of the electronic coverage team, collaborating to provide a positive client experience
Required qualifications, capabilities, and skills
* 2+ years of experience on an equities electronic execution desk with a focus on systematic trading
* Strong understanding of the US equity liquidity landscape, including alternative trading systems, exchange market structure, and market impact modeling
* Ability to multi-task in a high-pressure environment and enthusiasm to take on new projects
* Effectively partner with internal stakeholders (sales, trading, technology, legal, compliance) and external partners (clients, vendors)
* Experience with automated execution products
* Bachelor's degree in Finance, Economics or related field
Preferred qualifications, capabilities, and skills
* Prior technical experience with data and analytics reporting and platforms
* Proficient in Python
* FINRA Series 7, 63, 57
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, bas...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:29
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Enterprise Technology - Electronic Trading Services team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
You will be a key interface between the Corporate Investment Bank and the Global Technology Infrastructure organizations for the delivery of Electronic Trading Infrastructure.
Quite simply the ETS TDM wears many hats, including Relationship Manager, Project Manager, Service Manager, Technical Expert, eTrading SME & Commercial Manager.
Job responsibilities
* Interfacing with CIB to forecast demand
* Informing the CIB of delivery status, escalating to resolve blockers as needed
* Proactively advise the CIB on matters like Technology Roadmaps and internal & external vectors that might impact or influence delivery
* Managing the interface to other teams within ETS, and to other technology teams in the wider GTI organization
* Assuming traditional PM duties such as scheduling, status meetings, reporting & presentations/briefings
* Comply with service-level reporting & tracking duties across platforms such as JIRA, MS Project, Excel, Clarity, etc.
* Specialize in either design, implementation and/or support of technology infrastructure (compute, facilities and/or networking)
* Responsible for fiscal accountability for projects including forecasting, approvals and managing delivery within budget
* Interfacing with Vendors & Service Providers involved in the delivery of infrastructure (Hardware, Managed Service & SmartHands)
* Demonstrated knowledge in Electronic Trading including knowledge of liquidity centers, colocation facilities, proximity infrastructure builds and Equities & Fixed Income trading
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Working knowledge of electronic trading and managed/pr...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:26
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Position Summary:
Prevent and reduce loss due to bad debt, cash over/short and civil liabilities; reduce shrink and improve margins.
Fred Meyer also requires that all associates perform all tasks in a safe manner consistent with corporate policies and state and federal laws.
Demonstrate the companys core values of respect, honesty, integrity, diversity, inclusion and safety.Based in Portland, Oregon, Fred Meyer merged with The Kroger Company in 1998.
Today, we're proudly serving Fred Meyer customers in over 120 stores throughout Oregon, Washington, Idaho and Alaska.
As part of the Kroger family of companies, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit.
With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter.
That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life.
We help feed your future by providing the value and care you need to grow.
If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you.
Apply today to become part of our Fred Meyer family!
What you'll receive from us:
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more.
We'll help you thrive, with access to:
* A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans.
* Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service.
* Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco.
* Valuable associate discounts on purchases, including food, travel, technology and so much more.
* Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program.
* Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways.
For more information about benefits and eligibility, please visit our Benefits Page !
* Knowledge of Fred Meyer policies, procedures and organizational structure
* Bachelors degree in criminal justice
* Retail security experience
* Law enforcement experience
* Ability to continue education
* High school diploma or general education degree (GED) or a combination of relevant education and experience
* Minimum 18 years of age/21 years of age in Alaska
* Ability to pass a drug test
* Ability...
....Read more...
Type: Permanent Location: Marysville, US-WA
Salary / Rate: 24
Posted: 2026-08-07 09:13:23
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintai...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Hernando, US-MS
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Fort Smith, US-AR
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:17
-
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: Columbus, US-MS
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Assistant Branch Manager-Operations in a Chase Branch, your passion for client service and operational expertise will shine.
You will collaborate closely with the Branch Manager to manage the overall operations of the branch.
You'll take charge of branch operations and ensure compliance with banking regulations.
You'll lead and coach our Associate Bankers, guiding them to handle transactions accurately, provide exceptional client experiences, and introduce clients to our bankers.
You will represent our brand and culture with the utmost hospitality.
Job Responsibilities
* Manage and inspire our Associate Bankers to work as a team to deliver seamless service with care and sincerity, as well as coach them to understand our policies, procedures, products, systems, and banking transactions to ensure they succeed.
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch and take charge of the branch's day-to-day operations, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions with clients, building trusted relationships.
* Strategically plan and manage staffing to adapt to the evolving needs of the branch and our clients, ensuring we are always ready to put the client first.
Keep the branch team informed and aligned with branch priorities throughout the day when designated by the Branch Manager.
* Oversee every aspect of branch operations including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
* Engage clients with clear, polite communication to understand and help them, anticipating their needs.
Resolve any issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Required qualifications, capabilities, and skills
* You thrive in a fast-paced environment and are committed to doing what's right for both clients and colleagues, you inspire and lead others with your positive attitude.
* You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
* You successfully navigate and excel in branch audits, and take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficient...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:15
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Fort Bragg, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-07 09:13:15
