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JOB DESCRIPTION
We are currently seeking a Property Claims Manager to join our Digital Adjusting Team (DAT) to supervisor a team of adjusters handling claims throughout North America.
The position requires the candidate to be located in Phoenix, Arizona where the candidate will be required to work an in-office schedule adhering to our flexible work arrangement of 4/1 with manager approval.
The position will be responsible for the administrative management, staff development, and technical claim results for one team of property adjusters.
The individual will collaborate with and report to the Pacific-based AVP, Claim Manager and be responsible for delivering excellent financial and service results as well as a high-quality product.
The position will also be responsible for developing staff, succession planning, and executing strategies to achieve goals and objectives .
Key Responsibilities
* The candidate must be both service-oriented and results-driven as well possess excellent administrative, leadership and organizational skills.
* Estimating oversight for direct reports where a prior estimating background with experience in Xactimate, Cotality or similar systems is required.
* Ability to oversee and drive actions to recognize exposure and provide direction and oversight to direct reports to investigate and adjust both personal and commercial property claims with exposures up to and sometimes exceeding $500,000
* Candidate must be able to make timely and accurate decisions.
* Experience in performance management, salary administration, training, staff development, and succession planning is a strong plus.
* Proactively manage and ensure direct reports are completing virtual inspections and utilizing digital technology to evaluate damages, scope and complete estimates via Cotality estimating platform.
* Extensive knowledge of personal insurance contracts, investigation techniques, legal requirements, and department of insurance regulations a plus.
Demonstrated ability to learn and interpret Commercial property contracts a plus.
* Effectively evaluate contract language and identify coverage issues.
* Maintain active and current diary and provide meaningful and actionable direction to direct reports on direct report's assigned claims.
* Provide oversight and direction related to files and performance of claim files assigned to direct reports where additional investigative actions are necessary and in managing vendors and experts.
* Recognize and support/develop team in pursuit of recovery where warranted.
* Recognize and support/develop team in identification of potentially fraudulent claims.
* Adhere to all statutory and regulatory fair claims practices.
* Must be an articulate communicator interested in developing and supporting others to achieve professional, corporate and personal objectives.
* A strong knowledge of Chubb's systems, procedures, claims handling phil...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:13
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JOB DESCRIPTION
As a key member of the Chubb Multinational team, the Multinational Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U.S.
multinational companies and organizations.
They will also handle a renewal book of business that they will be expected to maintain at a profitable nature to Chubb.
In addition, this position is responsible for establishing and cultivating business relationships with brokers, clients and other relevant spheres of influence within the assigned territory to assure the continued flow of new business opportunities while representing all foreign casualty segments and products.
RESPONSIBILITIES:
* Business Development & Broker Management - Utilize and develop personal and business relationships with P&C brokers and producers to produce new account opportunities for the International Casualty division of Chubb Global Casualty.
* Territory Management - Execute on the sales and marketing plan for assigned territory, ensuring that monthly broker calls and stewardship meetings are planned, scheduled and administered in an effective fashion in order to drive new business and retain existing accounts.
* Account Targeting - Have an in-depth, up to date knowledge of sales territory and broker-controlled business.
Be knowledgeable of existing and historic Chubb business relationships to develop prospects and target list of new business opportunities.
* Quote to Win - Review new business submissions to understand the nature of the international casualty risk as wells as the incumbent's current offering - utilize this analysis to produce and deliver winning quote.
Deliver on Chubb's industry-leading multinational capabilities, expertise and service.
* Maintain and Grow Strong Broker and Client Relationships - Work with brokers and clients to understand and respond to evolving broker & client needs driven by international market expansion and acquisition or through changes in geographic footprint and program structure.
* Understand and Manage Risk - Maintain a strong, profitable book of renewal business.
Clearly understand nature of operations, deal structure, quality of information, an understanding of US and local country requirements.
Respond in a timely manner to any and all broker and client service requests.
* Identify opportunities to provide innovative solutions to the Casualty CMP process.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:12
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JOB DESCRIPTION
As a key member of the Chubb Multinational team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of Multinational package (P&C) programs for U.S.
multinational companies and organizations.
In addition, this position is responsible for establishing and cultivating business relationships with brokers, clients, and other relevant spheres of influence within the assigned territory to assure the continued flow of new business opportunities while representing all Multinational segments and products.
RESPONSIBILITIES:
* Business Development & Broker Management - Utilize and develop personal and business relationships with P&C brokers and producers to produce new account opportunities for the International Casualty division of Chubb Multinational.
* Territory Management - Execute on the sales and marketing plan for assigned territory, ensuring that team monthly broker calls and stewardship meetings are planned, scheduled and administered in an effective fashion in order to drive new business and retain existing accounts.
* Account Targeting - Have an in-depth, up to date knowledge of sales territory and broker-controlled business.
Be knowledgeable of existing and historic Chubb business relationships to develop prospects and target list of new business opportunities.
* Quote to Win - Review new business submissions to understand the nature of the international casualty risk as wells as the incumbent's current offering - utilize this analysis to produce and deliver winning quote.
Deliver on Chubb's industry-leading multinational capabilities, expertise and service.
* Maintain and Grow Strong Broker and Client Relationships - Work with brokers and clients to understand and respond to evolving broker & client needs driven by international market expansion and acquisition or through changes in geographic footprint and program structure.
* Understand and Manage Risk - Maintain a strong, profitable book of renewal business.
Clearly understand nature of operations, deal structure, quality of information, an understanding of US and local country requirements.
Respond in a timely manner to any and all broker and client service requests.
* Identify opportunities to provide innovative solutions to the Casualty & Property CMP process.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opp...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:11
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JOB DESCRIPTION
The Executive Entertainment Underwriter has responsibility for new and renewal business for his/her own book of business ($5-6M renewal book and a $2M new business goal) based in Los Angeles, CA.
The position will be responsible for driving profitable growth with specific Entertainment brokers in the Pacific, Southwest and Midwest Regions.
Lines of business include entertainment packages, property, general liability, automobile, umbrella, international and workers' compensation.
Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb Commercial Insurance practices.
Collaborating with underwriters, operations, claims, risk engineering, marketing, and home office management is necessary.
Must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations.
We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
* Experience in Entertainment multi-line package underwriting is preferred.
* Strong sales and marketing skills are critical; able to position accounts and close deals.
* Candidate must be able to demonstrate success in marketing, producer management, new business development, and the ability to successfully negotiate on all levels with both internal and external partners.
* Teamwork, communication, and negotiation skills required.
Candidate will need a solid background in risk analysis and experience with complex accounts.
* Possess a high degree of proficiency with the underwriting process and partner effectively with an Underwriting Associate.
* Candidate must have exemplary ability to effectively interact with all levels of customers and coworkers.
* Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
* The ability to be creative and adaptable in a changing business environment.
Sound decision making skills required.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:10
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JOB DESCRIPTION
Chubb Risk Consulting, Environmental Specialist
The Environmental Specialist will serve as a technical subject matter expert and provide technical service delivery for environmental compliance related services, be responsible for global vendor management, and partner with the Chubb Risk Consulting Sales and Client Services team to improve project execution, efficiency, and financial results.
This role will involve both internal and external-facing activities.
The objective is to help Chubb Risk Consulting meet sales and revenue goals, ensure a consistent level of technical execution, and partner with Sales & Client Services to improve the overall client experience.
DUTIES AND RESPONSIBILITIES
Environmental Compliance (30%)
* Advances Environmental Compliance and Sustainability sales opportunities with existing accounts and prospects (support cross-selling activities)
* Acts as a subject matter expert (SME) and supports Sales and Client Services to advance opportunities through client discussions, scoping/pricing, and client presentation activities
* Provides technical service delivery to support execution on sold projects
* Provides technical project management support
* Maintains working knowledge of applicable rules and regulations pertaining to Environmental Compliance and related services
Vendor Management (35%)
* Identifies potential vendors and evaluates proposals (factors include price, quality, reliability, and compliance)
* Negotiates contracts and service level agreements (SLAs) with vendors, ensuring favorable terms and conditions
* Builds and maintaining positive relationships with vendors, serving as the primary point of contact for communication and issue resolution
* Tracks and evaluates vendor performance against agreed-upon SLAs and KPIs, identifying areas for improvement and ensuring compliance
* Addresses and resolves any vendor issues or disputes that arises such as performance problems, payment disputes, or contract breaches.
* Collaborates with internal stakeholders to understand their vendor needs, gather requirements, and ensure alignment with business objectives.
* Maintains accurate and up-to-date documentation of vendor information, contracts, and performance data
* Partners with Sales & Client Services to complete vendor (Chubb Risk Consulting) qualification and onboarding.
* Establish reports on vendor performance, cost savings, and other relevant metrics to track progress and identify areas for improvement.
* Continuously seeks ways to improve vendor management processes, identify new opportunities for cost savings and efficiency gains, and enhance the overall value derived from vendor.
* Creates, updates, and maintains a comprehensive library of sales enablement materials and tools, including playbooks, training guides, product information sheets, and case studies.
* Implements and manages tools and platform...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:10
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JOB DESCRIPTION
The AVP, Development Solutions Designer reports into Chubb Global Talent & Development and contributes to our mission of developing Chubb's talent by building leadership, management, and professional curricula tied to Chubb Capabilities.
The position is responsible for aligning development initiatives with business needs, fostering relationships across regions, ensuring effectiveness of learning solutions, and continuously improving offerings.
The candidate will use best practices in workforce skill development and instructional design to create repeatable, scalable, high impact experiences.
Key Responsibilities:
* Solution design with emphasis on leadership development.
Create and continuously improve relevant, high-impact programs using best practices and up-to-date knowledge of subject matter (e.g.
"leading organizations")
* Curriculum design - creating a logical progression of programs that work across career phases
* Applied measurement - translating evaluative data into program improvements
* Consultation and relationship management - assessing needs, providing recommendations and solutions, staying close to ensure implementation has intended impact, drawing upon thought leadership within subject matter.
* Cross cultural partnering - designing solutions that work across cultures and nationalities, partnering effectively with stakeholders around the world to earn their confidence and effectively advise them.
* Training program facilitators
* Program facilitation - virtual and in-person, typically about 8 hours per month, on average.
* Travel required about 15% of the time.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:09
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JOB DESCRIPTION
Why Chubb?
At Chubb, our mission is to provide superior insurance solutions that foster resilience and security for our clients.
We strive to be the preferred choice for individuals and businesses seeking comprehensive coverage and unmatched service.
Join Chubb for a rewarding career where our core values-excellence, integrity, and respect-guide every decision we make.
Be a part of a dynamic team that is dedicated to protecting what matters most and making a positive difference in the lives of our clients and communities.
Together, let's shape a safer, more secure world.
Locations: We are seeking candidates in Phoenix, AZ / O'Fallon, MO
Overview: To deliver superior customer service through phone and online interactions with agents and customers.
This role requires excellent communication skills, emotional intelligence, attention to detail, and proficiency in using computers for processing.
Key Responsibilities:
* Handle inbound Calls: Answer incoming calls and providing exceptional engagement, support and advocacy for our customers and agents when reporting a new claim or seeking information on existing claims.
* Process digital requests: Assist customers with electronic request processing, including but not limited to first notice of loss, inquiries, and policy research.
* Document interactions: Gathers data and pertinent information related to the customer or agent's loss and completing a first notice of loss record.
This process is completed via phone, email and/or chat and for property, auto, casualty and other lines of insurance.
* Provide product support: Offers services that include towing, rental car, temporary housing, coverage verification and policy detail.
* Working autonomously: Maintains a high level of training and competency in policy, procedure, and systems in a rapidly changing environment.
* Customer Centric: Advocates on the part of the customer and agent to continuously enhance the Claims experience through improvement ideas in our processes, escalating concerns and recognizing opportunities to improve the customer experience.
* Catastrophe Awareness: Flexibility during weather or other events that may require overtime or overnight support.
* Development: If you do not already have one, you may be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to e...
....Read more...
Type: Permanent Location: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:08
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JOB DESCRIPTION
Chubb North America's (NA) Digital Consumer Team is tasked with creating digital distribution for Chubb's expansive suite of insurance products, uniting the products and services of our Personal Lines digital distribution.
We are a diverse, dynamic, and agile team that leverages technology, expertise, and a customer-centric approach to develop and digitally enable our products and services at the right time and place.
These are the products, innovations, and experiences of the future Chubb, built today.
Our team members come from diverse backgrounds, including insurance, Insurtech, training, real estate, education, the military, oil & gas, government, consulting, manufacturing, financial services, emergency management, social work, interior design, and pharmaceuticals.
Reporting to the NA Digital Consumer VP of Partner Delivery and Platform Strategy, you will oversee the coordinated effort of an expanding platform that spans multiple teams, technologies, and products, including customer portals, underwriting portals, policy administration systems, and Partner Distribution APIs.
Yours will be a critical role, ensuring technical consistency, enabling partner delivery, and driving operational efficiency with an eye always focused on innovation and scalability.
As our Digital Consumer Platform Delivery Lead, you'll leverage your robust understanding of insurance systems and processes to guide the delivery and development of a deployable digital platform that supports target customer experience and business goals and directly impacts business operations.
In this role, you will:
* Scope and define digital solutions to create an end-to-end digital distribution and servicing.
* Define the integration roadmap, features, and functionality while prioritizing efforts based on business needs, opportunities, and technology/resource costs
* Document processes, features, and decisions while engaging with cross-functional leadership teams to facilitate governance approvals and budget allocations
* Develop, launch, and optimize digital assets via Agile teams to build a flexible and robust digital technology platform that drives business growth and delivers high-quality, modern customer experiences at all digital touchpoints
* Translate business roadmaps into actionable plans in sprints, providing prioritization for Agile teams to address the backlog
* Provide project management support and driving digital product projects forward by addressing questions, defining requirements, and reporting on status to Chubb Digital leaders
* Manage and mentor two Business Analysts (BAs), offering guidance, support, and professional development opportunities
* Act as the primary point of contact for platform-related initiatives, ensuring alignment across teams and stakeholders
* Ensure the platform meets high standards of quality, performance, and user experience.
* Monitor platform performance and implementi...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:07
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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: Bloomingdale, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:03
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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: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:02
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:01
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Description
The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives.
PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team.
PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
Job Responsibilities :
* Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
* Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
* Review and trade portfolios, manage orders and execute trades across managed account business including the following:
* Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
* Drive innovative solutions to increase efficiency of the team as well as broader group
* Partner on strategic initiatives across the broader team
* Collaborate with cross-functional teams to deliver projects successfully, including planning, execution, and reporting updates to senior stakeholders
* Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
* Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives
Required Qualifications, Skills and Capabilities:
* Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA.
CFA or progress toward attaining CFA designation preferred, but not required
* 1 to 5 years' of work experience in financial services industry with Private Wealth Management experience preferred
* Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
* Demonstrated track record of building relationships with internal and external partners
* Demonstrated passion and understanding of investment solutions
* Prior experience operating within a risk framework
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commissi...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-28 09:08:01
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Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
* Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative, mathematics and business writing skills.
* A well-rounded academic background from a top tier educational institution.
* An understanding of the transaction cycle and steps in a capital markets offering
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to multi-task across competing deadlines and industry groups within the firm.
* Passion for quantitative finance, markets, and some familiarity with equity-linked and derivativ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:59
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Vero Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:56
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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
* 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 qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:55
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Job Responsibilities
As an Annuity Advisor,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.
You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.
You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.
Job responsibilities:
* Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
* Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
* Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
* Understand client needs and provide advice and strategies to achieve their investment goals
* Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
* Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
* Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.
Required qualifications, capabilities, and skills:
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required
* Life and Health Insurance licenses (This role requires you to be licensed in all states)
* Be flexible and adaptable, especially when working under pressure.
* Use critical thinking and logic to solve problems, and think creatively and \"outside the box.\"
* Organize your tasks and manage your time well to handle multiple priorities effectively.
Preferred qualifications, capabilities, and skills:
* 3 years of relevant Financial services or brokerage experience preferred
* 2 Years experience servicing and or sales of Annuities Product
* Bachelor's degree 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 in...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:54
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:52
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:51
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:48
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Beckley, US-WV
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:44
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Join a dynamic role that is central to shaping our strategic vision, actively participating in product cabinets, and collaborating with stakeholders to define and execute a transformative roadmap.
As an Intermediary Payment Transformation and Analysis Lead within Assessment Management you will be responsible for enhancing the oversight of our Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution.
You will play a crucial role in supporting the deliverables of JPMDS to the Funds Board and collaborating with Finance and Accounting to ensure data accuracy.
This role is pivotal in building out a strategic target state as an active member of product cabinets and engaging with stakeholders across the organization to define and execute roadmap.
Job responsibilities
* Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
* Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
* Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA).
Identify, research and rectify variances or errors
* Lead error research and remediation
* Spearhead process improvements, including oversight of vendor tool enhancements
* Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
* Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
Required qualifications, capabilities and skills
* Bachelor's degree required with a focus in Finance or Business
* Minimum of 2 years relevant experience
* Data focused decision making and quantitative analysis skills
* Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
* Proven end to end problem-solving skills
Preferred qualifications, capabilities, and skills
* Knowledge of the Asset Management industry and mutual fund structures
* Strong Microsoft Office application skills with a focus on Excel
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 a...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:42
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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: Kingston, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Fredericksburg, US-VA
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:41
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Elkhart, US-IN
Salary / Rate: Not Specified
Posted: 2025-08-28 09:07:40
