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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 thr...
....Read more...
Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:23
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Commercial Banking is for you.
As a Market Executive, you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.
Middle Market banking generally focuses on companies between $20 million and $100 million in sales size.
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 drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region with the ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
* Capable of managing multiple work streams and projects simultaneously, ensuring all tasks are completed on time and to the highest standard
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 pro...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:22
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We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:22
-
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:21
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Woodridge, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:21
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:20
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:20
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Oak Brook, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:19
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Evanston, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:18
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:16
-
Join J.P.
Morgan's Corporate & Investment Bank, where your expertise will shape the future of alternative asset administration.
Be part of a team that manages over $950 billion in assets and delivers innovative solutions to top-tier clients across all alternative asset classes.
As a Vice President in Alternative Fund Services, you will drive operational excellence, lead a talented Fund Accounting team, and deliver best-in-class service to a diverse client base.
You'll have the opportunity to streamline processes, lead strategic initiatives, and make a direct impact on the success of our clients and the growth of our business.
Job responsibilities
* Manage a Fund Accounting team, ensuring client deadlines are met and work is executed in accordance with internal controls
* Interpret fund agreements to determine impact on fund set-ups, financial reporting, and NAV reporting
* Maintain thorough knowledge of client base and industry standards to serve and communicate with clients effectively
* Serve as senior client escalation, proactively resolving issues and communicating solutions
* Lead and support training initiatives, manage team capacity, budgets, and cross-training plans
* Drive special projects, new client/fund onboarding, and internal investment initiatives
* Prepare and review fund, share class, and investor allocations, including management and performance fee calculations
* Prepare and review Net Asset Value files and daily profit & loss statements
* Streamline operational processes to reduce risk and improve efficiency
Required qualifications, capabilities, and skills
* 10+ years of accounting experience
* Deep knowledge of hedge/private equity fund environments, including investor allocations, share classes, and complex investment/securities processing
* Bachelor's degree
* Innovative and analytical mindset with excellent verbal and written communication skills
* Strategic thinker with a proven track record
* Strong team player with the ability to drive projects to completion independently
* Exceptional client service orientation and ability to manage demanding client relationships
Preferred qualifications, capabilities, and skills
* Professional accounting qualification (CA, CPA)
* Bachelor's degree in Accounting, Economics, or Finance
* Experience in Public Big 4 and partnership or hedge/private equity fund accounting
* Experience with Investran or similar integrated Private Equity systems
* Familiarity with private equity concepts such as waterfall calculations, capital call/distribution processing, and PE investment structures
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 an...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:15
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Milford, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:15
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:14
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:14
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Plainfield, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:13
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continue...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:13
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Hinsdale, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:12
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Naperville, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:11
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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, 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 throughout their business
...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:10
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in API Marketplace Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
• Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes the requirements, epics, and user stories to support product development
• Works with business application owners and development teams to define business requirements, lead scope definition, drive technical implementation, End-2-End testing, and operational readiness
• Writes and maintains epics and stories in JIRA, evaluating readiness and outcomes, and proceeding with additional iterations, develop and prioritize a product backlog, and lead collaborative scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives)
• Focuses on customer, business, and technical experiences while helping design and establish interoperability and migration patterns for the new Deposits ecosystem
• Establishes relationships with supporting partners to provide insight into upcoming changes and identify their interoperability and migration requirements, risks, and impediments as early as possible
• Helps orchestrate supporting products' changes
• Supports customer migration planning and execution as we transition
Required qualifications, capabilities, and skills
• 3+ years of experience or equivalent expertise in product management or a relevant domain area
• Proficient knowledge of the product development life cycle
• Experience in product life cycle activities including discovery and requirements definition
• Developing knowledge of data analytics and data literacy
• Strong communication and stakeholder engagement skills including the ability to translate technical concepts into business value
• Highly collaborative, detail-oriented, and proactive in driving complex initiatives forward
• Proficient in JIR...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:09
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J.P.
Morgan Wealth Management is a critical growth business for the firm, serving clients from the mass affluent to the ultra-high-net-worth markets.
Within the J.P.
Morgan Advisors (JPMA) and Chase Wealth Management (CWM) Marketing teams, you will play a pivotal role in driving strategic, advice-led marketing programs that position and promote our comprehensive offerings across investments, banking, and lending.
This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market and ensuring their success through targeted campaigns and impactful communications.
As a Product Marketing Senior Associate on the JPMorgan Wealth Management team, you will be a marketing champion for a suite of products across banking, lending, and investing, responsible for the creation, coordination, and communication of multi-channel marketing programs.
You will develop product positioning and lead go-to-market strategies that meet customer needs.
You will work closely with key stakeholders across product, marketing, content, finance, and analytics, among others.
Job Responsibilities
* Develop, implement, and lead integrated marketing programs that deepen relationships with Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) clients, ensuring the right message reaches the right audience.
* Become a subject matter expert on the products and target customers, providing insights to inform campaign development and positioning-own and drive the value proposition.
* Manage the overall strategy and deliverables for engagement programs and digital channels, creating engaging experiences across client segments.
* Collaborate with key business stakeholders, marketing partners, and subject-matter experts to align on strategies, deliverables, and ROI, and to ensure project milestones are met.
* Own end-to-end project management for external marketing programs and new tools or capabilities, including creative briefs, business cases, and cross-functional partnerships.
* Create and package strategic presentations and marketing plans for senior leadership, clearly articulating campaign objectives, performance metrics, and recommendations.
* Connect marketing priorities to broader strategic goals from key business organizations and partners.
* Continuously optimize campaigns, prepare and report results, and apply learnings to future initiatives.
* Implement and maintain reporting dashboards to track usage and performance, and identify opportunities for further optimization through advisor feedback and metrics.
* Track and manage the overall budget, ensuring campaigns and strategies utilize cost-effective options.
Required Qualifications, Capabilities, and Skills
* 5 + years of marketing experience, ideally in an advisor channel within wealth management.
* Demonstrated knowledge and interest in financial products, investment markets, ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:08
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:08
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JOB DESCRIPTION
As a 100% employee-owned contractor, when you work at Sundt, you're not just hiring on at a company, you're joining a culture.
Because everyone at Sundt is part owner, you'll join a team of people who are deeply invested in their work.
From apprentices to managers, we're passionate about the details and deliberate in everything we do.
At Sundt we focus on building long-term prosperity for our clients, communities and employee-owners.
We offer competitive pay, industry-leading benefits including a 401k and employee stock ownership plan, incentive programs for craft and administrative employees as well as training that focuses on your personal and professional growth.
We're driven by skill, grit and purpose.
Join us as we strive to be the most skilled builder in America
Job Summary
Responsible for the administration and execution of assigned projects in safe, profitable and timely manner.
Often assigned multiple project and/or projects of larger contract amounts and/or complexity.
Manages the work in a manner consistent with standards of quality and integrity.
Establishes and maintains a professional working relationships with owners, architects, engineers, subcontractors and suppliers.
Participate as requested in business development, estimating, bidding an contract negotiation phases of the projects assigned.
This position includes two \"steps\" (I, II), which provide for a progression of skill and experience.
The Step I level is capable of managing fairly large projects of $51 - $100 million in size with typically 10 - 15 years of experience.
The Step II level is capable of managing large projects of a complex nature and/or multiple projects totaling $101 - $199 million and typically with a minimum of 15 years of experience.
Key Responsibilities
1.
Champions the orderly, timely transition of projects from the estimating phase to the field.
This transition shall include contract review meetings, which encompass a review of contract requirements, general conditions, schedules, budgets, subcontracts, and purchase order agreements.
2.
Completes close out requirements and punch lists in a timely manner.
Handles warranty callbacks quickly to maintain owner/client relationships.
3.
Coordinates with the Project Superintendent the means and methods required for the successful and profitable execution of the work.
Reviews and monitors manpower, equipment, and material resources to accomplish this goal.
4.
Establishes and maintains professional working relationships with owners, architects, engineers, and subcontractors.
5.
Has overall responsibility for project success, including safety, schedule, profitability, quality and customer satisfaction as well as responsibility for personnel decisions that impact the project.
6.
Manages all billings to ensure timely submission of payment applications and collection of payments from the
7.
Manages the development of the overall CPM schedule with the Project Superintendent(s) and assures a...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:07
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JOB DESCRIPTION
As a 100% employee-owned contractor, when you work at Sundt, you're not just hiring on at a company, you're joining a culture.
Because everyone at Sundt is part owner, you'll join a team of people who are deeply invested in their work.
From apprentices to managers, we're passionate about the details and deliberate in everything we do.
At Sundt we focus on building long-term prosperity for our clients, communities, and employee-owners.
We offer competitive pay, industry-leading benefits including a 401k and employee stock ownership plan, incentive programs for craft and administrative employees as well as training that focuses on your personal and professional growth.
We're driven by skill, grit and purpose.
Join us as we strive to be the most skilled builder in America.
Job Summary
Sundt is looking for committed engineering and construction management students within accredited universities/colleges.
This internship provides an excellent opportunity to gain hands-on experience in the construction industry, specifically in the preconstruction phase of our projects.
The intern will work closely with our Preconstruction and Operations teams, supporting various tasks that contribute to the successful planning and execution of construction projects.
Key Responsibilities
1.
Aid in the preparation of proposals and presentations for potential clients.
2.
Assist in analyzing subcontractor bids and vendor proposals to ensure they meet project requirements.
3.
Assist in the preparation and assembly of bid packages, ensuring that all necessary documents, specifications, and requirements are included and accurately presented.
4.
Attend and contribute to preconstruction meetings, taking notes and assisting with follow-up tasks.
5.
Help organize and maintain project documents, including plans, specifications, and addendums.
6.
Participate in site visits as needed to gain a better understanding of project conditions and requirements.
7.
Supporting the estimating team in preparing quantity take-offs, developing cost estimates, and creating bid packages.
8.
Utilize modeling software (such as Revit, Navisworks, or similar) to develop accurate quantities and support the estimating process.
9.
Work closely with operational leads, estimators, and other team members to ensure all preconstruction activities are completed accurately and on time.
Minimum Job Requirements
1.
A team player, ready and willing to take on whatever challenge is offered.
2.
Currently enrolled in a four-year Construction Management or Engineering program.
3.
Eager to learn, immensely curious, full of questions
4.
Prefer those who have interest in a construction career for a builder.
5.
Proficient use of all Microsoft Office Suite programs.
Note: Job Description is subject to change at any time and may include other duties as assigned.
Physical Requirements
1.
May stoop, kneel, or bend, on an occasional basis
2.
Must be able to comply with all safety standards and pro...
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Type: Permanent Location: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:07
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JOB DESCRIPTION
As a 100% employee-owned contractor, when you work at Sundt, you're not just hiring on at a company, you're joining a culture.
Because everyone at Sundt is part owner, you'll join a team of people who are deeply invested in their work.
From apprentices to managers, we're passionate about the details and deliberate in everything we do.
At Sundt we focus on building long-term prosperity for our clients, communities and employee-owners.
We offer competitive pay, industry-leading benefits including a 401k and employee stock ownership plan, incentive programs for craft and administrative employees as well as training that focuses on your personal and professional growth.
We're driven by skill, grit and purpose.
Join us as we strive to be the most skilled builder in America
Job Summary
The Project Superintendent (PS) will plan, coordinate, and supervise the field and/or administrative operations of projects.
They will provide technical direction and have responsibility for the safety, costs, productivity, profitability, and overall quality of the work (including self-performed work) for the project(s).
The PS will establish productivity goals and measure performance as well as schedule labor, materials, and equipment, including the work of subcontractors and may supervise one or more field superintendents.
This position includes several 'steps', which provide for a progression of skill and experience.
• Project Superintendent I is
capable of less complex projects of $20 million and under with typically 3-5 years' experience in this position.
• Project Superintendent II is capable of medium scale projects of $20-$50 million in size with typically 5-10 years' experience.
Key Responsibilities
1.
Assists in the review of shop drawings, submittals, subcontract change orders and purchase orders.
2.
Collaborates with the Project Manager to develop the project management plan (PMP) including the project scope management plan, procurement plan, environmental plan, time management plan, financial plan, quality management and safety plans and risk management process.
3.
Conducts weekly coordination meetings with project teams and subcontractors and prepares daily field status reports.
4.
Coordinates the documentation of constructability issues, potential design conflicts and clarifications with the appropriate personnel.
5.
Develops and manages the construction plan for the successful execution of the work performed.
6.
Ensures work is executed according to contract terms and conditions in a profitable manner.
7.
Interacts effectively with owners, teams and other stakeholders to maintain a positive project environment and exceptional client experience.
8.
Manages field operations.
Is responsible for project success, including profitability, safety, schedule, quality and customer satisfaction.
9.
Prepares and updates the original CPM Project Schedule and ensures the schedule is kept current to manage the project appropriately while uti...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-22 07:23:06
