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Occupational Therapist - Make a Meaningful Impact Every Day
Are you passionate about helping others reach their fullest potential? As an Occupational Therapist with us, you'll play a key role in transforming lives—one patient at a time.
This is more than a job; it's a chance to bring purpose, movement, and independence back into people's lives.
What You'll Do:
* Jump in quickly—complete patient evaluations within 24 hours (or the next business day) after a physician referral.
* Create customized treatment plans and get them approved, turning clinical insight into action.
* Provide hands-on therapy based on physician plans and help patients achieve real, tangible goals.
* Collaborate with nursing staff to train Restorative Aides and support consistent, high-quality care.
* Supervise Occupational Therapy Assistants and students, guiding and mentoring with confidence.
* Team up with fellow healthcare professionals to share insights, solve problems, and celebrate progress.
* Join in on care planning meetings and bring your unique perspective to help shape patient outcomes.
* Keep your documentation game strong—accurate, timely, and aligned with all board and payer requirements.
* Teach families and caregivers how to continue therapy at home and ease the transition to discharge.
* Recommend and help order essential equipment that gives patients more independence and confidence.
* Flag any equipment issues so we can keep our tools—and your treatments—running smoothly.
Who You Are:
* You connect easily with people and bring positivity, professionalism, and compassion to every interaction.
* You're a mentor at heart and ready to support COTAs, aides, and students as they grow.
* You thrive in a dynamic environment where every day brings new challenges and opportunities.
What You Bring:
* Bachelor's, Master's, or Doctorate in Occupational Therapy.
* A valid state license and up-to-date continuing education.
* Comfortable using software like Casamba and PointClickCare.
* Solid communication skills—you can explain clinical details clearly and kindly.
* Problem-solving skills that help you think on your feet and act with confidence.
* Strength to support patient mobility needs (yes, we're moving and stretching often!).
* Physical ability to handle the demands of the job—from lifting and walking to bending and reaching.
The Environment:
* A supportive, collaborative workplace where your voice matters.
* Low to moderate noise levels, plenty of teamwork, and space for you to do your best work.
* Accommodations available to ensure everyone can thrive in their role.
Why Join Us?
Here, you're not just part of a team—you're part of a mission.
We believe therapy should be inspiring, uplifting, and deeply human.
If you're ready to bring energy and excellence to every patient interaction, we'd love to meet you.
Summary of Be...
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Type: Permanent Location: Spokane Valley, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:47
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Moraga Post-Acute is ranked "Five Stars" by Medicare.
We are a 49-bed facility with a history of providing excellent care for our patients by successfully and safely discharging them back into the community.
We are is looking for Certified Nursing Assistants to join our team.
* Full Time - AM Shift
* Schedule - 4/2 Rotation
* Starting @ $24/hr
Our Benefits
* Competitive pay
* Healthcare Benefits including Vision & Dental (Full-time only)
* 401k (Full-time only)
* Paid Time Off
* Rewards and Bonus Opportunities
* Continuous Training and Growth Opportunities
* Fun environment and a great staff to work with!
CNA Job Duties:
* Assist residents with activities of daily living and activities
* Document care provided
* Take vital signs, record, and help with care plan nurses set out.
* Ensure resident needs and desires are met quickly and appropriately
* Interact and support other staff within the facility
Required Qualifications:
* CNA certificate
* Current/active CPR/BLS card
Our Mission
* Committed to excellence in serving our community
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Type: Permanent Location: Moraga, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:46
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General PurposeThe dietary aide assignments are determined by the needs basis on the activity of the shift.
He/she is reports to the Cook and Dietary supervisor.Essential Duties• Must be able to learn food service routine within a short period.• Set up meal trays.• Must strip down returned trays and start washing dishes.• Assist with serving the different meals.• Check and record chlorine concentration and water temperature of dishwashing machine at the beginning of shift.• Observe water temperatures of dishwasher during dishwashing cycles.• Operate dishwasher.• Prepare nourishments and snacks.• Sweep and mop kitchen.• Carry out trash and garbage.• Put groceries away in a safe, orderly and clean manner.• To leave the kitchen in a clean and sanitary manner and be of assistance when called upon by the cook or dietary supervisor.• Clean work surfaces and refrigerators.• Sweep, mop, and maintain floors.• Participate in the orientation and on going training of dietary staff.• Ability to work in cooperation and harmony with personnel in all departments.Supervisory RequirementsThis job has no supervisory responsibilities.QualificationEducation and/or Experience High school diploma or equivalent.Language Skills Ability to read technical procedures.
Ability to read and follow recipes.
Ability to effectively present information and respond to questions from managers and employees.Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.Reasoning Ability Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.Certificates, Licenses, Registrations Must obtain and maintain food handlers' certificate.Physical DemandsThe essential functions of this position require the following physical abilities:Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very frequently.
Tasting and /or smelling very frequently.
Lifting up to 50 pounds frequently.
Climbing, balancing, stooping, kneeling, crouching or crawling occasionally.
Close, distance, color, peripheral, and depth perception in vision: ability to adjust focus.Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually low to moderate.
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Type: Permanent Location: Roseville, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:43
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Full Time Wage DOE: $40-$50/hour
Description
We are seeking a dedicated and knowledgeable MDS (Minimum Data Set) Coordinator to join our team at Colonial Vista Post Acute.
As an essential member of our team, you will play a critical role in ensuring compliance with regulatory requirements and enhancing the quality of care for our residents or patients.
The MDS Coordinator will manage the assessment process from start to finish, focusing on the accurate completion of the MDS assessments and submissions.
This position requires a thorough understanding of the Resident Assessment Instrument (RAI) process, as well as familiarity with the state and federal regulations regarding long-term care.
In addition to conducting assessments, you will also be responsible for training staff on MDS-related procedures and collaborating with interdisciplinary teams to ensure that all patient care plans are comprehensive and individualized.
You will monitor and analyze data trends to identify areas for improvement in patient care and outcomes.
If you are passionate about quality of care and have a strong background in nursing or healthcare administration, we encourage you to apply and help us deliver exceptional health and wellness services.
Responsibilities
* Conduct and oversee MDS assessments for residents
* Ensure compliance with state and federal regulations
* Train and educate staff on MDS-related processes and updates
* Collaborate with interdisciplinary teams to create personalized care plans
* Monitor and analyze data trends to improve patient outcomes
* Prepare and submit MDS documentation accurately and timely
* Participate in quality assurance and improvement initiatives
* Respond to inquiries and provide guidance on MDS-related issues
Requirements
* Current nursing license or appropriate healthcare certification
* Proven experience with MDS assessment and RAI process
* Strong understanding of state and federal regulations governing long-term care
* Excellent communication and interpersonal skills
* Ability to work collaboratively in a team environment
* Detail-oriented with strong organizational skills
* Experience in patient care planning and quality improvement initiatives
Summary of Benefits
We are proud to offer our staff low monthly premium payments for employees and dependents will be as follows:
Medical, Dental, Vision
401(k) plan with employer match
Generous paid time off for vacation accruing at 4 hours a month, 48 FT or 40 PT annually recurring sick day hours prorated based on hire date, and 7 paid Holidays each year.
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Type: Permanent Location: Wenatchee, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:43
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At Cherrydale Post Acute we believe in planting roots.
That's why we have many long-term staff members and a dedicated leadership team who's remained with us through thick and thin.
Located in the heart of Greenville with 132 beds, we've recently welcomed a new management group and a fun, innovative Administrator who's looking to expand on an already fantastic culture.
We'd love for you to join us in that pursuit.
The cherry on top? We also offer:
* $36/hr.
* 8hr shifts, 3-11pm
* $5000 towards nursing school loan repayment w/ additional $5000 match from our partners at ECPI
* an excellent benefits package including generous PTO & PTO for your birthday
* advancement opportunities within the largest network of skilled-nursing facilities in SC
* PRN opportunities within our network of 14 Upstate facilities
Successful candidates will have the following:
* Must maintain all required continuing education/licensing and
* Must remain in good standing with the State Board of Nursing
* Current, unencumbered license to practice as a nurse in S.C.
* Current CPR certification
* Experience with PCC preferred
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:42
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We are looking for an Occupational Therapist to join our team at Peninsula Post Acute!
* Short Term Rehab
* In House Therapy Program
* Full Time, Part Time and PRN Opportunities
* NEW GRADS Welcome
Our Benefits:
* Competitive pay
* Healthcare Benefits including Vision & Dental (Full-time only)
* 401k (Full-time only)
* Paid Time Off
* Rewards and Bonus Opportunities
* Continuous Training and Growth Opportunities
* Fun environment and a great staff to work with!
Job Description:
* Develop effective treatment plan and obtain approval for services from referring physician.
* Treat patients per the physician treatment plan.
* Assist nursing department with training of Restorative Aides.
* Supervise Occupational Therapy Assistants in direct patient care and patient related activities, following state practice act.
* Communicate with supervisor and other health team members regarding patient progress, problem and plans.
* Participate in Patient Care Conferences, Utilization Review meetings and Rehabilitation Conferences as needed.
* Participate in in-services training program for other staff in the facility.
Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Occupational Therapy Board State Practice Act and governmental and third party payer requirements.
* Record treatment changes per policy and procedures.
Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
Participate in discharge planning.
* Recommend and facilitate the ordering of necessary durable medical equipment for patients to facilitate independence in mobility; i.e., braces, walkers, canes, elevated toilet seats and grab bars.
* Report any problems with department equipment so that it is maintained in good working order.
Required license or certification:
* Valid Occupational Therapy - License
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Type: Permanent Location: Burlingame, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:40
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? Now Hiring: Full-Time NOC RN - Oak River Rehab ?
Are you a dedicated and motivated Registered Nurse (RN) looking for a rewarding full-time NOC shift opportunity? Oak River Rehab is seeking a compassionate and skilled RN to join our team! If you're a team player who thrives in a collaborative and patient-centered environment, we'd love to hear from you.
Position: Full-Time NOC Registered Nurse (RN)
? Location: Oak River Rehab - 3300 Franklin St, Anderson, CA 96007
? Shift: NOC (Night Shift) - Thursday - Saturday
? Pay: Competitive hourly rate: $40-$50/hr (based on experience)
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*ASK ABOUT OUR SIGN ON BONUS
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Why Choose Oak River Rehab?
✔ Competitive Pay - Earn between $40-$50/hr
✔ Full Benefits - Medical, dental, vision, and more for full-time employees
✔ 401k Options - Plan for your future with our retirement benefits
✔ Supportive Team Environment - Work with a team that values collaboration and excellence
✔ Growth Opportunities - Advance your nursing career with ongoing professional development
Key Responsibilities:
* Provide high-quality patient care in accordance with nursing best practices
* Administer medications and treatments as prescribed
* Monitor patient conditions and report any changes to the healthcare team
* Work collaboratively with nurses, CNAs, and other healthcare professionals
* Ensure compliance with state and federal regulations
Qualifications:
✅ Active RN License in the state of CA
✅ Strong clinical and critical thinking skills
✅ Excellent communication and teamwork abilities
✅ Prior experience in skilled nursing, long-term care, or acute care preferred
✅ Passion for providing exceptional patient care
If you're looking for a fulfilling NOC shift RN role with great pay, benefits, and a supportive team, apply today!
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Type: Permanent Location: Anderson, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:39
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West Village Post Acute is a skilled nursing facility located at 8 N.
Texas Avenue in Greenville, South Carolina.
We are the very definition of a "Glow Up".
From our renovations, to our changes in leadership- we are making waves and winning hearts.
Just minutes away from Downtown Greenville, enjoy a beautiful and convenient location with 132 beds.
We invite you to c ome experience our changes and our culture for yourselves.
We offer the following to our staff members :
* Competitive pay
* 8 or 12 h our shifts available
* $2,500 sign on bonus
* Shift diff.
up to $3/hr.
* Medical, dental, & vision benefit packages
* PTO and 401K matching
* Unlimited referral bonuses for FT staff referrals
* Next day pay upon request
* PRN opportunities within our extensive network
Successful candidates will have the following:
* Must maintain all required continuing education/licensing and remain in good standing with the State Board of Nursing
* Current, unencumbered license to practice as a nurse in S.C.
* Current CPR certification
* Experience with PCC preferred
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:37
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General Purpose
The primary purpose of your job position is served as a licensed executive director, directing the day-to-day functions of a senior living facility in accordance with federal, state, and local requirements, thus seeking to assure that the facility provides a high degree of quality care to its residents.
Essential Duties
* Oversees, with the assistance of the facility's RCC and other clinical care personnel, the facility's provision of quality care.
* Responsible for the overall operational functioning of the facility as required by applicable law.
* Monitors census on a daily basis.
* Plan, develop, organize, implement, evaluate, and direct the facility's programs and activities.
* Formulates and monitors facility's budget and performance to budget on an ongoing basis to help facilitate the financial health of the facility.
* Oversee the facility's adoption of policies, procedures and professional standards of practice that govern the operation of the facility.
* Holds direct reports accountable.
* Is a role model for the facility's Mission, Vision and Values.
Works to ensure all employees, residents and families are treated with love and respect.
* Be involved in community groups and developing/maintaining relationships with local hospital leadership and other key community leaders.
* Monitors legal and regulatory changes applicable to the facility's operations.
* Understands applicable staffing level requirements and works to facilitate the facility's compliance with them.
* Monitors and directs execution of policy and procedural changes.
* Actively involved in resolving HR issues and Risk Management situations within the facility.
* Oversees capital improvements.
* Develop and maintains a good reputation within the industry and community.
* Develop strong relationships with your PACS support team (HR/Therapy/Clinical/Finance, etc.) as they assist in meeting/exceeding your facility's goals.
* Responsible for contract negotiations with vendors.
* Supports Clinical efforts by understanding QA measures and holding applicable personnel accountable.
* Keeps abreast of the facility's collections and A/R on a daily basis.
* Develops and executes creative ideas to increase employee engagement and reduce turnover.
* Understand and review Quality Measures with the facility's clinical leadership on a regular basis.
* Actively participate in responding to state and federal healthcare surveys/inspections.
* Conduct daily meetings with appropriate staff during facility inspections to discuss survey findings and formulation of plans of action/correction.
* Review deficiencies noted during the exit conference, seeking to address concerns expressed by the surveyors.
* Assist in developing plans of correction for cited deficiencies.
Ensure such plans incorporate timetables and methods of monitoring in an effort to ensu...
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Type: Permanent Location: Independence, US-MO
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:36
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The U.S.
Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem solving.
By joining our team and supporting its associated functions, you will be an integral contributor, driving product development and strategy, and providing valuable regulatory insight.
As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal guidance related to annuities, life insurance, long term care and wealth management-specific regulatory matters, ongoing support of product distribution issues, and the creation, review, and general support of relevant transactional and regulatory documents.
You will directly support senior internal Wealth Management and Products Solutions clients, including Advisors, Sales Management, Operations, Risk, and Controls, as needed.
You will work closely with colleagues on the US Wealth Management and Product Legal teams and collaborate with Compliance, Risk and Controls functions to ensure comprehensive and effective support.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job responsibilities
* Serve as primary legal counsel for guidance related to the distribution of certain financial products, including life insurance, annuities, and long term care.
* Draft, negotiate and review transactional documents to support business objectives, including insurance selling, servicing and marketing agreements.
* Provide ongoing strategic advice and guidance on regulations related to insurance and wealth management to business partners, other legal teams and functional partners.
* Interpret existing, contemplated, and proposed laws, rules, and regulations, and advise on changes thereto.
* Advise on complaints and litigation related to life insurance, annuities, and long term care.
* Support the creation of insurance marketing and educational materials and their review.
* Provide direction on insurance licensing and training requirements.
* Working on special projects outside of normal responsibilities and ability to adapt as needed.
Required qualifications, capabilities and skills
* At least 10 years of legal practicing experience at a law f...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:34
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Five plus years of lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
J...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:33
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Pineville, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:32
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If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the U.S.
Private Bank at J.P.
Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
* Ability to communicate effectively (written and verbal)
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and 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 c...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:31
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Scarsdale, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:30
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Join JPMorgan Chase's industry leading Model Risk Artificial Intelligence/Machine Learning team within Internal Audit, which conducts independent strategic model risk control assessments and provides outcomes to senior executives across the globe on the firm's model risk management framework.
As an Internal Audit Associate within the Model Risk Artificial Intelligence/Machine Learning Audit team, you will have exposure to a variety of modeling techniques (AI/ML and non-AI/ML) and their unique limitations spanning all lines of business (associated products, services and quantitative risk management practices) and use the knowledge to shape business strategy and protect the firm.
You will be responsible for designing and developing cutting-edge AI/ML solutions to enhance the efficiency and effectiveness as we execute our model risk coverage strategy.
In addition, you will be responsible for conducting independent model risk control assessments to help us anticipate, navigate and assess emerging risks and evaluate controls intended to mitigate model risk across the end-to-end model lifecycle
The team's mission is to independently support the firm and to shape the business strategy by ensuring a robust model risk management framework is in place for the firm, our customers and the communities we serve around the world.
Our mission is supported by a culture focused on team work, thinking outside the box and challenging the status quo and our position as a best-in-class, industry leading Model Risk Artificial Intelligence/Machine Learning Internal Audit team.
Job Responsibilities
* Design, develop and implement AI/ML solutions to automate, optimize and enhance model risk analysis and control testing
* Evaluate adherence to model development standards, processes, policy and procedures through conducting robust data driven quantitative and qualitative analysis and directly partnering with model developers, model users, model reviewers and governance oversight personnel.
* Document in high quality well written technical reports model risk control assessments and communicate findings to stakeholders including the Chief Auditor.
* Identify control weaknesses and/or gaps in the firm's model risk management framework
* Set standards for robust model risk control assessments and enhance them as needed to adapt to changes in the firm's model risk management framework and/or meet evolving regulatory standards.
* Lead, plan, manage and execute end-to-end line of business model risk analysis and control assessments and strategic team projects
* Validate strategic solutions implemented by the firm to address regulatory identified issues related to the firm's model risk management framework and practices
Required qualifications, capabilities and skills
* PhD or Masters Degree in Mathematics, Data Science, Financial Engineering, Computer Science, Artificial Intelligence Machine Learning or a related field.
* 2 plus ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:29
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As a Relationship Executive on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Specific calling goals are developed depending upon client portfolio responsibilities.
However, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients.
In addition, credit process management is a critical component of your responsibilities, as well as possessing the following attributes:
* 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
Qualifications
Experience
* Typically a minimum of seven years direct lending or credit support related experience, with a focus on business relationships
* Bachelor's degree required
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to mobilize internal networks and resources
* Formal credit training preferred
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Skills
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
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 discretiona...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:28
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If you are a software engineering leader ready to take the reins and drive impact, we've got an opportunity just for you.
As a Director of Software Engineering at JPMorgan Chase within the Consumer and Community Banking - Operations Technology team, you lead a technical area and drive impact within teams, technologies, and projects across departments.
Utilize your in-depth knowledge of software, applications, technical processes, and product management to drive multiple complex projects and initiatives, while serving as a primary decision maker for your teams and be a driver of innovation and solution delivery.
Job responsibilities
* Defines and execute the technology strategy for self-service, IVR, and agentic AI, aligned with customer experience goals and contact center transformation initiatives.
* Leads end-to-end implementation of IVR, voicebot, and autonomous agentic flows-from design and integration to CCaaS migration and continuous optimization
* Designs AI-driven call flows and automation that reduce agent transfers, improve call containment, and dynamically adapt to user intent in real time.
* Integrates agentic AI frameworks that can reason, take actions on behalf of customers, and complete multi-step tasks across systems.
* Leverages NLP/NLU and contextual awareness to create intelligent, conversational self-service journeys across channels.
* Partners with customer experience and operations teams to streamline customer journeys, reduce friction, and improve self-resolution rates.
* Drives DevOps maturity and agile delivery across engineering teams to accelerate innovation and ensure high-quality platform releases.
* Ensures compliance with industry standards and privacy regulations, collaborating with legal and risk teams as needed.
* Builds scalable, resilient architectures that support high-volume, mission-critical IVR and AI flows with robust monitoring and disaster recovery capabilities.
* Mentors engineering leaders and foster a culture of excellence, experimentation, and customer obsession.
* Evaluates and adopt emerging technologies, including agentic AI, to future-proof the self-service ecosystem.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience.
In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
* Strong leadership focused on self-service, IVR, conversational AI, or contact center platforms in regulated environments.
* Proven experience with CCaaS migrations, IVR modernization, and deploying agentic or autonomous AI flows at scale.
* Deep knowledge of speech recognition, NLU/NLP, call routing, and telephony infrastructure.
* Familiarity with agentic AI frameworks, autonomous orchestration tools, and AI workflow governance.
* Strong understand...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:27
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:25
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:23
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Home location must reside within approximately 30 mile radius of 9 Georgia Ave SE, Atlanta, GA, 30312
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualification...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:21
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Are you excited to build engaging programs and impactful experiences to help Bankers learn and master their roles? You have found the right team!
As a Sales & Business Enablement, Executive Director in CRE you will be a critical member of the CRE leadership team.
You will utilize your relevant experience, deep understanding of the client skills and practice management concepts to help bankers become more productive and trusted client advisors.
As a member of the team, you will partner closely with leaders in the CRE business, Business Support Management, and other internal sales tools and functional partners to drive skill building and sales enablement efforts across CRE.
Job Responsibilities
* Leads execution of strategic priorities in alignment with Commercial Bank objectives by working across the business
* Activates the salesforce by designing and leading coaching sessions, best practice sharing, and sales initiative execution
* Partners with the Digital, Data and Products (DDP) team in prioritizing sales tools investment and adoption
* Collaborates with the Business Intelligence Unit (BIU) in targeting revenue generation opportunities
* Engages Treasury Payments product and sales leads in prioritizing product investment agenda
* Focuses on gaining efficiencies within the sales organization to increase productivity and capacity (i.e.
processes, procedures etc.)
* Leveraging data/analytics from business management to activate sales process / activity
* Understands the business needs, sales practices, and pain points of those specific bankers, first person proximate to the business
* Works closely with and is the key point of contact for client segment leadership to drive in-market behavior change
* Streamline feedback loop between the business and client segment strategy
* Leverages data assets of the firm to better inform bankers of our industry acumen
Required qualifications, capabilities and skills
* 8+ years relationship management experience in a commercial banking setting with a focus on real estate
* Sales enablement experience enhancing the performance of banking teams
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strong, demonstrated technology and digital experience
* Inclusive leadership skills with the ability to collaborate across different groups
* Ability to effectively prioritize, determine key needs and execute tasks with limited direction, exercise discretion and sound judgment and escalate issues appropriately
* Strong verbal and written communication skills across audience levels
* Flexible to changing business priorities and ability to multitask
* Strong analytical and reporting skills
* Bachelor's degree
Preferred qualifications, capabilities and skills
* Formal credit training
* Proficiency in...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:20
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Valley Cottage, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:19
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Payments is a global leader in providing cash management, liquidity, escrow, and commercial card solutions, empowering clients worldwide to manage their cash and working capital, facilitate payments, and enhance operational efficiency.
With over 135,000 corporations, financial institutions, governments, and municipalities entrusting their business to J.P.
Morgan, we are committed to delivering exceptional service and innovative solutions.
The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy, leading and coordinating the budgeting, forecasting, and financial analysis processes, including projecting earnings and capital over both short- and long-term horizons while adapting to varying economic scenarios.
As a leader, you will develop and execute client profitability strategies, directly influencing our growth and client relationships.
You will thrive in a dynamic environment with opportunities for career development, joining a team that values collaboration, innovation, and continuous improvement, where your ideas are valued.
As a P&A Vice President within the Client Profitability Planning and Analysis team, you will be a strategic leader dedicated to advancing solutions in Financial Planning & Analysis.
You will work closely with cross-functional teams, such as Sales, Finance, and Business Management, to create and execute client profitability models that support our business goals.
Your expertise will be crucial in influencing our pricing strategies and enhancing client relationships.
Situated at the crossroads of Product and Client segments, you will play a key role in developing the overall Payments Strategy.
Job responsibilities
* Design and implement a fair and transparent profitability framework for Payments clients in collaboration with stakeholders.
* Identify causes of negative client profitability and drive initiatives to improve outcomes.
Enhance transparency and efficiency in month-end processes.
* Stay informed about industry trends and best practices, applying this knowledge to enhance our framework.
* Lead additional one-off and repeatable analyses as required by senior management and support various projects related to client profitability.
* Lead monthly reconciliations of client profitability results, perform variance analysis, and prepare financial reporting deliverables for senior management.
* Explore and collaborate with various teams on client profiling, regional and country dynamics, and other considerations.
* Able to summarize potentially complex problems and questions into they key arguments to facilitate discussion and to demystify processes/approaches for wider audiences.
Required qualifications, capabilities and skills
* Bachelor's Degree in Accounting, Finance, Economics, or related field
* Qualified accountant or MBA with 6+ years of experience in the Financial Services industry or FP&A experience
* Advanced Microsoft Offi...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:18
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Hammond, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:17
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Elkhorn, US-NE
Salary / Rate: Not Specified
Posted: 2025-07-12 08:53:17
