-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Santa Rosa, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:51
-
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: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:50
-
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
* Bilingual Chinese Mandarin/Cantonese
* 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 AFFILI...
....Read more...
Type: Permanent Location: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:43
-
Career Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 o...
....Read more...
Type: Permanent Location: Souderton, US-PA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:39
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Union City, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:36
-
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
* Reading and speaking in both English and Hebrew fluently is required for this role
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, ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:32
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:29
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:29
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: North Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:28
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thro...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:27
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Santa Rosa, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:26
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thro...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:22
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thro...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:18
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Join our dynamic Equity Plan Management team within Workplace Solutions as a Equity Plan Management Analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact.
This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.
As an Equity Plan Management Analyst within our dynamic Equity Plan Management team at Workplace Solutions, you will play an integral part in our client service delivery and make a significant impact.
This role offers you the chance for career growth and the opportunity to work in a fast-paced, innovative environment.
You will be entrusted with the management of client accounts, actively engaging with various teams across our operational and IT departments, contributing to the innovation of team processes.
You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams.
Job Responsibilities:
* Manage a portfolio of Companies administering employee share plans within a team framework
* Interact with customers/clients on operational transactions related to their share plan program.
* Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
* Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure accurate transaction processing and minimize risk.
* Assist in identifying new system tools and enhancements to existing systems.
* Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
* Create and maintain excellent relations with key business partners as well as identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
* Excellent communication skills
* Proven numeric, financial analysis, documentation and procedural skills required
* Excellent computer skills including Microsoft Excel and Word
* Demonstrate commercial acumen with an ability to be innovative & pro-active
* Ability to prioritise and adhere to tight deadlines
Preferred Qualifications, Capabilities and Skills:
* Third level qualification
J.P.
Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally.
Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve.
We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce.
WM Solutions also fosters a culture of active engagement in our Business...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:15
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thro...
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Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:11
-
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: Lexington, US-KY
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:08
-
Take on a crucial role where you'll be a key part of a high-performing team delivering secure software solutions.
Make a real impact as you help shape the future of software security at one of the world's largest and most influential companies.
As a Lead Security Engineer at JPMorganChase within Cyber Technology & Controls, you are an integral part of team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
As a core technical contributor, you are responsible for carrying out critical technology solutions with tamper-proof, audit defensible methods across multiple technical areas within various business functions.
Job responsibilities
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Develops secure and high-quality production code and reviews and debugs code written by others
* Minimizes security vulnerabilities by following industry insights and governmental regulations to continuously evolve security protocols, including creating processes to determine the effectiveness of current controls
* Works with stakeholders and business leaders to understand security needs and recommend business modifications during periods of vulnerability
* Conducts discovery, vulnerability, penetration testing, and threat scenarios on multiple organizational assets to identify and assess if vulnerabilities are present, and executes threat modeling for multiple applications including external applications interacting with the internal JPMorganChase network
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on security engineering concepts and 5+ years applied experience
* 3+ Years of experience designing and implementing Confidential Computing solutions using Azure, GCP or AWS
* Skilled in planning, designing, and implementing enterprise level security solutions
* Advanced in one or more programming languages
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience with threat modeling, discovery, vulnerability, and penetration testing
* In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
* Deep understanding of Confidential Computing methodologies and deployment patterns
* Experience effectively communicating with senior business leaders
#CTC
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:04
-
Registered Nurse (RN)
General Purpose
The primary responsibility of your job position is to supervise the day-to-day nursing activities of the facility during your tour of duty.
Such supervision must be accordance with current federal, state, and local standards, guidelines and regulations that govern the facility and may be required by the Director of Nursing (DON)and or/Assistant Director of Nursing (ADON) when applicable, to ensure that the highest degree of quality care is maintained at all times.
Essential Duties
Every effort has been made to identify the essential functions of this position.
However, it in no way states or implies that these are the only duties you will be required to perform.
The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.
Administrative Functions
• Assist the Director of Nursing Services in directing the day-to-day functions of the nursing activities in accordance with current rules, regulations, and guidelines that govern the long-term care facility.
• Participate in developing, maintaining, and updating written policies and procedures that govern the day-to-day functions of the nursing service department.
• Ensure that reference material (i.e., PDR'S, regulations, professional standards of practice, etc.) maintained at the nurses' stations is current.
Recommend written material that will assist the nursing service department in meeting the day-to-day needs of the resident.
• Ensure that the Nursing Service Procedures Manual is current and reflects the day-to-day nursing procedures performed in this facility.
• Ensure that all nursing service personnel comply with the procedures set forth in the Nursing Service Procedures Manual.
• Make written and oral reports/recommendations to the Director as necessary/required, concerning the operation of the nursing service department.
• Periodically review the department's policies, procedure manuals, job descriptions, etc.
Make recommendations for revisions to the Director.
• Assist in developing methods for coordinating nursing services with other resident services to ensure the continuity of the residents' total regimen of care.
• Ensure that all nursing service personnel are in compliance with their respective job descriptions.
• Participate in the development, maintenance and implementation of the facility's quality assurance program for the nursing service department.
• Participate in facility surveys (inspections) made by authorized government agencies as requested by the Administrator or Director of Nursing Services.
• Periodically review the resident's written discharge plan.
Participate in the updating of the resident's written discharge plan as required.
• Assist the Director in planning the nursing services portion of the resident's discharge plan as necessary.
• Meet with the nursing staff, as well as supp...
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Type: Permanent Location: Waco, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-18 09:50:00
-
As a Lead Software Engineer at JPMorganChase within the CONSUMER & COMMUNITY BANKING team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security.
* Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching engineers on safe, compliant adoption within delivery practices
* Significant commercial experience developing UI's with hands-on applied experience developing in React
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:57
-
General Purpose
The Staff Physical Therapist evaluates and treats residents, communicates with families, physicians and other health team members, and maintains documentation of services in the medical records.
Conducts in-services and training for facility staff on an ongoing basis.
Essential Duties
* Evaluate residents to determine physical therapy needs, functional limitations, and rehabilitation potential in accordance with physician orders and facility policies.
* Develop, implement, and update individualized treatment plans to improve mobility, strength, balance, endurance, and functional independence.
* Assist nursing department with training of Restorative Aides.
* Supervise Physical Therapy Assistants in direct resident care and resident related activities, following state practice act.
* Communicate regularly with physicians, nursing staff, interdisciplinary team members, residents, and families regarding progress, goals, and discharge planning.
* Participates in Resident Care c onferences, Utilization Review meetings, and Rehabilitation meetings as needed.
* Provides in-services on training programs for other staff in the facility as needed.
* Complete timely, accurate, and compliant documentation in accordance with facility, governmental, and third-party payer requirements.
* Maintain a safe treatment environment by following infection control, safety, and equipment maintenance protocols.
* Educate residents, families, and caregivers on treatment goals, home exercise programs, maintenance programs, safety techniques, and fall prevention strategies.
* Recommend and facilitate the ordering of necessary durable medical equipment for residents to facilitate independence in mobility; i.e., splints, walkers, canes, elevated toilet seats, and grab bars.
* Must maintain confidentiality of residents' information as well as company information.
* Report any problems with department equipment so that it is maintained in good working order.
* Contribute to quality assurance, performance improvement initiatives, and facility rehabilitation program development as assigned.
* Ability to relate positively, effectively, and appropriately with residents/residents, families, staff, and professional colleagues.
Supervisory Requirements
Supervises PT assistants (PTA), aides, and students.
Qualification
Education and/or Experience
Bachelor's degree in Physical Therapy, prefer graduates of Masters or Doctorate Program in Physical Therapy.
Proficient in computer skills such as inputting data into programs for Net Health and Point Click Care.
Language Skills
Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to effectively present information and respond to questions from managers, coworkers and families.
Mathematical Skills
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:53
-
🍂 FALL INTO A NEW OPPORTUNITY AT MARIETTA HEIGHTS POST ACUTE! 🍂
We're looking for a compassionate, dependable, and team-oriented Full-Time STNA to join our team!
At Marietta Heights Post Acute, we believe caring for our residents is more than a job — it's about creating a place they can truly call home.
If you're ready to make a difference every day while working alongside a supportive team, we'd love to have you!
What You'll Do:
* Provide compassionate, hands-on care to our residents
* Assist with activities of daily living and personal care
* Monitor and report changes in residents' conditions
* Promote resident dignity, comfort, and independence
* Work closely with nurses and the entire care team
* Help create a safe, welcoming, and positive environment
Job Requirements:
* Must have a current and valid OHIO STNA certification
* Must demonstrate compassion, patience, and respect for residents
* Strong communication and teamwork skills
* Reliable attendance and punctuality
* Ability to follow care plans, safety procedures, and facility policies
* Ability to work effectively in a fast-paced environment
* Must be able to safely perform the physical duties required of the position
Why Join Our Team?
* Full-time employment
* Competitive pay
* Benefits package
* Paid time off
* Supportive team environment
* Opportunities for growth and advancement
* Meaningful work where you can make a difference every day
Fall is the perfect time for a fresh start!
Bring your skills, compassion, and caring heart to Marietta Heights Post Acute and become part of a team that takes pride in caring for our residents and making our facility feel like home.
Apply today and grow with us!
Rate: $18.00/hour - $20.25/hour
We are an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected status.
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Type: Permanent Location: Marietta, US-OH
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:49
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As a Select Growth Advisor to 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products and services
* Understanding of market performance and market trends
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.
* A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Series 66 (63/65) license is required or must be obtaine...
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Type: Permanent Location: Boca Raton, US-FL
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:45
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As a first line of defense strategic partner within Asset & Wealth Management (AWM) Control Management, you will help shape the future of risk and control management.
In this role, you will support the Governance, Strategy, Change, and Insights Executive Director (ED) by coordinating governance routines and committee processes that enable the business to proactively manage operational risk, maintain an effective control environment, and drive continuous improvement.
Support AWM Control Management's Governance, Strategy, Change, and Insights Executive Director by running governance routines and committee processes that help the business proactively manage operational risk and maintain a strong control environment.
Coordinate cross-functional inputs and follow-ups, synthesize key risk/control themes and metrics into executive-ready materials, and drive continuous improvement and project delivery across AWM Controls priorities.
Job responsibilities:
* Support governance and escalation protocols by maintaining AWM Business Control Committee (BCC) frameworks and routing potential escalations for review.
* Run the committee operating cadence (agendas, logistics, presenter/SME coordination, and content intake).
* Produce and manage meeting outputs by drafting and reviewing for accuracy and consistency meeting materials, capturing minutes, and tracking action items to closure across stakeholders.
* Coordinate with sub-LOB control committees to collect updates, consolidate inputs, and surface key themes for AWM-level governance.
* Support senior forum deliverables (e.g., leadership business reviews, Audit Committee-related materials) by gathering inputs and ensuring accuracy and consistency.
* Partner across business, operations, legal, compliance, risk, audit, regulators, and technology/control functions to manage inputs and ensure timely follow-through.
* Synthesize risk/control information and metrics (e.g., KRI/KPI-style data, trends, themes) to support messaging, prioritization, and committee decisioning.
* Drive continuous improvement by identifying opportunities to streamline governance processes and reduce manual touchpoints.
* Support business management reporting by tracking headcount movement and expenses versus budget (with Finance) and surfacing variances/opportunities.
* Provide program/project management support for AWM Controls priorities by facilitating cross-Controls discussions, tracking milestones and progress metrics, and helping drive initiatives to completion.
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience required.
* 5+ years of experience in controls, audit, quality assurance, operational risk management, governance, compliance, or related fields.
* Strong stakeholder management skills: ability to build relationships across business, operations, technology, audit, compliance, and risk partners; align on competing...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:44
-
Direct care staff, assisting residents with ADLs, supervision and provision of resident activities of daily living, supervision and provision of resident/staff/facility safety and procedure/protocol; resident care coordination and medical condition monitoring; medication management; staff supervisory duties
We are an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected status.
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Type: Permanent Location: Cottage Grove, US-OR
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:44
-
Direct care staff, assisting residents with ADLs, supervision and provision of resident activities of daily living, supervision and provision of resident/staff/facility safety and procedure/protocol; resident care coordination and medical condition monitoring; medication management; staff supervisory duties.
We are an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected status.
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Type: Permanent Location: Cottage Grove, US-OR
Salary / Rate: Not Specified
Posted: 2026-10-18 09:49:42
