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Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solution Officer you are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist.
You have found the right team.
As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment
Job Responsibilities
* Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
* Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
* Conveys a professional, knowledgeable and confident demeanor over the phone
* Regarded as the subject matter expert on Chase Business Online and One Card with Rewards.
Performs onboarding of clients with professionalism and skill
* Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners.
Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
* Manages customer expectations by communicating upfront timelines and deliverables.
Partners with the client to ensure a successful implementation of Cash Management products
* Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results
Required qualifications, capabilities, and skills
* One year experience in Cash Management/Treasury Services or related business experience
* General knowledge of Cash Management products/solutions
* Bachelor's Degree in Finance or related field
* Relationship Building - Ability to build relationships with clients and internal partners via the phone.
Ability to influence those outside of direct management control.
* Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
* Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally.
Ability to manage business results in alignment with strategic objectives.
* Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
pdate
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:06
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The Marketing Operations / Project Management professional supports and enhances end-to-end marketing operational processes, tools, and controls.
This role partners with cross-functional stakeholders to drive process discipline, manage vendors, enable efficient creative development workflows, and deliver clear, executive-ready communications in a fast-paced, process-driven environment.
As a Marketing Operations / Project Management Senior Associate on the Engagement and Product Marketing team, you will optimize the end-to-end marketing processes, tools, and controls, partnering cross-functionally to enforce process discipline, streamline creative workflows, manage vendors, and deliver executive-ready communications in a fast-paced environment.
Job Responsibilities
* Optimize marketing operations and workflows (creative development, process design, documentation, and continuous improvement).
* Drive end-to-end project and operational execution (prioritization, timelines, delivery, and deadline management).
* Enable scalable, consistent execution through digital tools and automation, including emerging AI/agentic solutions.
* Embed risk-and-control discipline in marketing operations (controls-minded approach, governance, and adherence to required practices).
* Lead vendor management and performance governance (coordination, routines, and follow-up to ensure outcomes).
* Deliver executive-ready communications and stakeholder alignment (clear updates/materials, tailored messaging, influence across levels).
* Operate with a strong sense of urgency, flexibility, and strategic thinking while applying practical, common-sense solutions.
* Collaborate effectively across teams and influence stakeholders at all levels to drive alignment and results.
Required qualifications, capabilities and skills:
* 5+ years of relevant experience in marketing operations, controls and audits, project management, or operational roles.
* Demonstrated experience improving operational processes (e.g., creative intake/briefing, production workflows, approvals, documentation/SOPs).
* Proven ability to translate ambiguous problems into clear procedures, controls, and scalable ways of working.
* Proven project management experience managing multiple concurrent workstreams with competing deadlines and stakeholders.
* Strong planning and prioritization skills (scoping, dependency management, risk/issue tracking, on-time delivery).
* Hands-on experience leveraging marketing/work management platforms and collaboration tools to standardize execution and reporting.
* Demonstrated ability to evaluate, pilot, and implement automation and/or emerging AI capabilities responsibly to improve cycle time/quality.
* Ability to identify operational risks, recommend mitigations, and ensure compliance with governance routines.
* Experience coordinating third-party vendors (onboarding, operating cadences, deliv...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:06
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Wentzville, US-MO
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:05
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Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs!
As an International Sales Associate within our dynamic team, you will play a critical role in our growth strategy.
You will assist the International Payments Specialists and provide credit and financing, treasury and payment services,andinternational bankingservices to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.You will work in close partnership with the International Payments Specialists (IPS), US based Commercial bankers and Treasury Management Officers; as well as other Product Specialists from across the Firm to identify and support the broader banking needs and requirements of Commercial Bank clients.You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Payment Sales Commercial Bank.
Job responsibilities
* Service the specific non-US corporate banking needs of the firm's targeted prospects and clients
* Assist our colleagues to manage the implementation, on-boarding & ramping of new business mandates from clients & prospects
* Uncover and scope new sales opportunities within the existing client base
* Maintain ongoing client relationships which may include reviewing pricing reviews/changes, obtaining exception approvals, addressing legal or compliance reviews
* Prepare for key client meetings including creating and updating presentation materials, performing client research, obtaining relationship details from across the firm
* Manage the client onboarding/implementation experience
* Manage deal pipelines and monitor portfolio profitability
*
Required qualifications, capabilities, and skills
* 3+ years' experience in corporate banking, corporate treasury, finance, consulting or finance sales to mid-cap corporates
* Bachelor's Degree or higher in finance, economics, or related field
* 1+ years' of Treasury experience
* Interest in learning international corporate banking and global treasury
* Strong Excel and PowerPoint skills
* Exceptional verbal and written communication skills with ability to build and maintain relationships globally
* Excellent problem solving and critical thinking skills with strong attention to detail
* Persistent and detailed follow-up
* Enjoys working in a client-facing role, with eventual opportunity through career advancement of managing their own portfolio of clients
* Ability to thrive in a dynamic work environment and learn via networking and peer to peer education
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and ma...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:05
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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 informatio...
....Read more...
Type: Permanent Location: Saint George, US-UT
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:04
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Woodbury, US-MN
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:03
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Woodbury, US-MN
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:03
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You are a strategic thinker, passionate about delivering solutions to clients.
You have found the right team.
As a Payments Senior Sales Associate within the Non-Banking Financial Institutions Group, specifically focusing on the Global Private Equity Sales segment, you will assist Payments Sales Managers (PSM's) in managing cross-functional/regional deals.
Your responsibilities will include supporting proactive client engagement, collaborating with various internal partners, and developing solutions to address the strategic and complex needs of our corporate clients.
Additionally, you will contribute to key relationship management initiatives such as billing and pricing, interest rate management, escalation tracking, and resolution.
Job Responsibilities
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity.
* Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
* Develop strong relationships within client's Treasury organizations - anticipate client needs/challenges and proactively engage appropriate J.P.
Morgan Payments partners to develop comprehensive solutions
* Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
* Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
* Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the client's objectives
Required qualifications, capabilities, and skills
* 2 + years experience in cash management, transaction banking, merchant acquiring or related field
* Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
* Goal oriented with the ability to foster innovation and solve problems creatively
* Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
* Ability to mobilize internal networks and resources
Preferred qualifications, capabilities, and skills
* Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
* BA/BS
JPMorganCha...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:02
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The product control function provides support to the financial controllers and trading desks to ensure that the P&L, balance sheet, and month end close procedures are done correctly and accurately.
This role is within the Equity Derivatives Group covering the Volatility business.
Primary location is Brooklyn Metrotech with expectation candidate also spends time in Midtown location.
Duties and Responsibilities:
* Assist with daily P&L reporting and month-end close processes
* Provide detailed analysis and reporting on the financials to desk heads, business managers, and senior finance management
* Partner with the business to drive forth and implement robust controls and new business initiatives
* Drive coordination across various front & back office support functions to ensure resolution of control and reporting issues in an accurate and timely manner
* Serve as an analytical and project support resource for product control
* Handle various ad-hoc requests on a daily basis
Qualifications
* 3+ years within Product Control, Financial Control, Accounting, or related area
* Experience doing P&L and month end close process
* Bachelor's degree in Accounting, Finance, Business or related area
* Solid understanding of financial products would be advantageous
* Strong analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminat...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:01
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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 informatio...
....Read more...
Type: Permanent Location: Lakewood, US-CO
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:01
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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
* At least 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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:45:00
-
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 informatio...
....Read more...
Type: Permanent Location: Maple Valley, US-WA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:59
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Red Bluff, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:59
-
Build trust in data that powers business-critical decisions and advanced analytics.
Drive clear documentation, strong data quality, and effective protection standards across key applications.
Partner across product, analytics, and technology teams to enable faster innovation while reducing data risk.
As an Data Owner Vice President within the Center for Economic Intelligence, you will support the firm's agenda of enabling faster business innovation through data by ensuring that data is clearly documented, of good quality, and well-protected.
In this role, you will be responsible for all data that is created, provisioned, or consumed in one or more business applications, and which may support business objectives, advanced analytics, operations, and reporting functions.
You will serve as a subject matter expert to help define and classify data critical to the business area.
You will also collaborate with technology and business partners to ensure that data is delivered in a manner consistent with the quality and safety requirements of the business.
In support of these functions, you will be responsible for executing processes and procedures that identify, monitor, and mitigate data risks throughout the data life cycle in compliance with Firmwide policies and standards.
Job responsibilities:
* Support the design, development and delivery of data products aligned to strategic business objectives and analytics use cases.
* Work with key partners across products and analytics functions to identify and document critical data scope, meaning, and purpose, ensuring proper metadata classification.
* Serve as a subject matter expert with stakeholders to drive a strong understanding of the data and its use across lines of business and functions.
* Document requirements for data content and quality, coordinating with technology and business partners to deliver on those requirements.
* Develop processes and procedures within the product management lifecycle to identify, monitor, and mitigate data risks, including risks related to data protection, retention and destruction, storage, use, and quality.
* Partner with technology and business resources to resolve data issues in a timely and consistent manner.
Required Qualifications, capabilities, and skills:
* Bachelor's degree with 7+ years of related experience
* Technical knowledge of data management and governance, big data platforms, data architecture, and modern data tools (e.g., Snowflake, Databricks, SQL, AWS, Teradata)
* Knowledge of ETL principles, data structures, and cloud-based technologies (e.g., S3, Glue, Athena)
* Proficiency in data query and analytical programming languages, as well as enterprise-grade languages (e.g., Python), data modeling (ERWin), and engineering tools
* Experience with risk and control requirements
* Excellent interpersonal and communication skills with strong business acumen and strategic thinking
Preferred ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:57
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Put data at the center of how we grow-responsibly and at scale.
In this role, you will shape how marketing product data is defined, protected, improved, and delivered so teams can move faster with confidence.
You will partner closely with product, design, technology, analytics, operations, and risk and control stakeholders to unlock measurable business value.
If you enjoy building clarity from complexity and driving outcomes through strong cross-team collaboration, you will thrive here.
As a Data Owner Leadfor Marketing, you will be accountable for the marketing data product that is created, provisioned, or consumed to support business objectives, analytics, operations, and reporting.
You will work as part of the data team and partner with product, design, and technology leaders to deliver data that meets quality and safety expectations.
You will help us turn well-governed, well-understood data into practical outcomes by connecting data providers and data consumers and enabling analytics use cases.
Job responsibilities :
* Create and execute plans for the development and delivery of marketing product data to support business objectives, operations, analytics, metrics, and reporting.
* Serve as the marketing product data subject matter expert and drive shared understanding of how data is defined and used.
* Define the scope of critical data elements for the product and ensure they are documented, understood, and appropriately classified with metadata.
* Partner across business teams to define data requirements, support data discovery, and assess feasibility and dependencies.
* Partner with analytics leadership to identify data needed for analytics platforms and initiatives that drive business outcomes.
* Define and document expectations for data accuracy, completeness, and timeliness, and coordinate delivery of agreed data quality outcomes.
* Influence partners to remediate data issues quickly, balancing urgency with risk management and sustainability.
* Establish processes to identify, monitor, and mitigate data risks across the data lifecycle, including protection, retention, storage, use, quality, and disposition.
* Drive execution of work required to meet firmwide data integrity and protection standards, coordinating across stakeholders.
* Build strong working relationships with business, technology, analytics, operations, and risk and control partners to align delivery and outcomes.
* Track milestones, risks, bottlenecks, workstreams, and key performance indicators to ensure successful delivery of data outcomes; lead direct or matrixed team members as needed.
Required qualifications, capabilities and skills :
* 8+ years of experience in a data-related field.
* Experience managing delivery across multiple workstreams with varying timelines.
* Demonstrated expertise in product or business data and related processes.
* Working knowledge of data management and data ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:55
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Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.
As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients.
This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
* Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact with all levels of the organization including senior managem...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:54
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Corte Madera, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:53
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Step into the role of a Client Service Associate and become an integral part of our clients' success stories.
As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase.
With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services.
With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform.
Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes.
You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
* Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
* Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
* Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
* Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
* Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
* Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
* Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
Required qualifications, capabilities, and skills
* Minimum of 3 years of client-facing work experience in a financial services environment.
* Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
* Proven ability to establish and maintain productive relationships with internal stakeholders.
* Experience in leveraging data and tech literacy to collaborate with internal teams.
* The abili...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:53
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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: Larchmont, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:52
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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: Westford, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:51
-
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: Reading, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:51
-
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: Medford, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:50
-
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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:50
-
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: Springfield, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:49
-
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: Marlborough, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:44:48
