-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:44
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:44
-
Help bring new ideas to life-safely.
In this role, you'll sit at the intersection of innovation and risk management, partnering with business leaders as they launch and evolve products, services, and strategic initiatives.
You'll guide stakeholders through the New Product Assessment process so new offerings can move forward efficiently, with strong risk assessment, clear governance, and audit-ready documentation.
If you're forward-thinking, adaptable, and energized by solving ambiguous problems with smart structure, you'll thrive here.
As an Associate Program Manager within the controls team, you'll gain visibility to senior stakeholders, build a broad internal network, and help modernize how we run reviews-making the process easier for partners while strengthening the firm's control environment.
Job Responsibilities
* Own end-to-end execution of the New Product Assessment lifecycle, including product lifecycle reviews, ensuring alignment to firmwide standard and procedures.
* Drive governance and control discipline by ensuring activities meet regulatory expectations, internal control standards, and documentation requirements.
* Partner directly with business sponsors and key stakeholders to plan reviews, clarify requirements, and keep initiatives moving.
* Facilitate working sessions to complete risk assessments-identifying key risks, confirming controls/mitigations, and documenting outcomes clearly.
* Coordinate across functions and lines of business to deliver high-quality reviews on time, even with competing priorities and shifting timelines.
* Provide a "trusted advisor" experience for internal clients by simplifying complex requirements, removing friction, and communicating clearly.
* Challenge and improve the process by identifying recurring pain points, recommending enhancements, and helping update procedures and training materials.
* Perform quality checks on completed assessments to ensure completeness, consistency, and compliance with standards.
* Support committee operations (agendas, minutes, attendance, escalations, and reporting) to ensure governance forums run smoothly and meet escalation protocols.
* Maintain audit-ready records and contribute to trainings that improve stakeholder readiness and program outcomes.
Required Qualifications, Capabilities, and Skills
* Minimum 4 years of experience in control functions, risk/program management, change management, control evaluation, or process engineering within financial services (or similarly regulated environments).
* Ability to manage complex, multi-stakeholder initiatives across multiple teams and priorities.
* Strong judgment and analytical skills-comfortable turning inputs into clear risks, decisions, and next steps.
* Excellent communication skills (written and verbal), including the ability to facilitate meetings and influence without authority.
* A proactive, adaptable working style-comfortable w...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:43
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:42
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:42
-
About JPMorgan Chase & Co.
JPMorgan Chase & Co.
is a leading global financial services firm, committed to delivering innovative solutions and exceptional client service.
Our Equipment Finance Group provides tailored financing solutions to help clients achieve their business objectives.
Position Overview
We are seeking highly motivated, detail-oriented individuals to join our Equipment Finance team.
This position offers a unique opportunity to build foundational business knowledge, develop technical expertise in the equipment finance industry, and gain hands-on experience across all segments of Equipment Finance.
Analysts play a critical role in supporting the end-to-end execution of transactions, collaborating with senior originators, and driving business growth.
JP Morgan Equipment Finance (EF) offers a variety of equipment financing products, including: loans, capital/finance leases, fair-market-value leases, synthetic leases and TRAC leases for clients seeking advantages specific to equipment finance transactions.
Key Responsibilities
* Build a comprehensive understanding of the equipment finance industry, and master an understanding of the products, segments, and transaction processes
* Develop proficiency in financial modeling, transaction solutioning, and commercial equipment loan & lease analysis
* Support Associates and Senior Originators in managing deal flow, client onboarding, and transaction execution
* Coordinate meetings, prepare materials, pitch decks, and capture key notes and action items during critical reviews
* Oversee pipeline management, including updating deal status, organizing portfolio reports, and maintaining Salesforce records
* Submit deal opportunities, supporting documentation, and pricing models with accuracy and attention to detail
* Assist with client servicing, responding to account inquiries and business needs
* Participate in training sessions, peer mentorships, and cross-functional initiatives to foster professional growth
* Uphold JPMorgan's business principles and code of conduct, supporting risk oversight and process improvement
Qualifications
* Bachelor's degree in Finance, Business, Economics, or related field
* Strong analytical, organizational, and communication skills
* Demonstrated ability to work collaboratively in a fast-paced, team-oriented environment
* High attention to detail and commitment to delivering accurate, thorough work
* Proficiency in Microsoft Office Suite; experience with Salesforce or financial modeling tools is a plus
* Eagerness to learn, take initiative, work proactively and demonstrate leadership potential
Why Join Us?
* Comprehensive training and development program
* Exposure to senior leadership and diverse business segments
* Opportunity to contribute to high-impact projects and client solutions
* Opportunity to grow a network and be a part of a professional community
...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:41
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Sherman Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:41
-
We are looking for a talented Analyst to join the Chase Strategy team! When someone joins the Chase Strategy team, they accelerate their career by working on impactful and complex projects with high visibility.
They also become part of a highly collaborative team that prioritizes learning, professional development, and mentorship.
As an Analyst on the Chase Corporate Strategy team, you will be involved in high-priority projects that are at the top of our senior management's agenda and at the forefront of the industry.
Your responsibilities will include developing growth strategies, launching new products and entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects.
These projects are team-based and will require you to collaborate extensively with senior executives and cross-functional business partners.
You will also have the opportunity to rotate across Chase's lines of business and functional groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations.
Job responsibilities
* Develop and drive the strategic priorities for Chase, serving as an objective thought partner to the C-suite and other senior leaders
* Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
* Structure and build quantitative and qualitative analyses
* Analyze operational and financial data
* Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
* Support creation of CEO-level executive communications
Required qualifications, capabilities, and skills
* 2+ years experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles
* Bachelor's degree; excellent academic credentials / GPA
* Strong interpersonal and communication skills
* Excellent analytical skills and ability to structure complex problems
* Intellectual curiosity and ability to learn new subjects quickly
* Proficient MS Excel and PowerPoint skills
* Open, collaborative, team-oriented operating style
Preferred qualifications, capabilities, and skills
* Undergraduate degree in Economics, Finance, Math, Engineering (or related field)
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Experience applying data analysis to solve business problems in fast-moving environments
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse teams
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:40
-
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
Required Qualifications, Capabilities, and Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed inc...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:39
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial se...
....Read more...
Type: Permanent Location: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:39
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Studio City, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:38
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Boise, US-ID
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:37
-
Play a key role in advancing Prime Finance's portfolio optimization by utilizing data-driven insights, cross-team collaboration, and developing innovative approaches to meet evolving liquidity and regulatory demands, driving measurable progress and positive outcomes.
The Financing Portfolio Optimization Trader is a hands-on role within the Prime Finance business, focused on delivering innovative solutions and process improvements to optimize the firm's financing portfolio.
The position supports best-case outcomes across the Liquidity Coverage Ratio (LCR), internal stress tests, and other financial resource-related constraints.
The ideal candidate is a resourceful, analytical professional with experience in structured funding, cross-asset financing, and resource optimization, who thrives in a collaborative environment and is eager to drive measurable improvements.
Job responsibilities
* Monitor and interpret changes in firmwide liquidity, funding, and resource management policies, ensuring Prime Finance activities remain aligned with evolving standards and expectations.
* Identify and implement portfolio adjustments to improve outcomes under changing financial resource and regulatory constraints.
* Perform in-depth analysis and build scenario models to assess impacts of new firmwide policies on products, client solutions, and resource utilization.
* Support implementation of process, product, and system enhancements by partnering with technology, operations, and other support teams.
* Proactively refine funding structures, collateral management, and client offerings to drive continuous improvement and alignment with organizational priorities.
* Collaborate cross-functionally with risk, finance, and technology partners to ensure solutions are commercially effective and objectives are met.
* Maintain strong governance, including adherence to compliance, risk management, and internal control standards across optimization activities.
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative, business, or finance-related field.
* 4-7 years of experience in structured funding, financing, or resource optimization within a financial institution (or similar environment).
* Experience contributing to financing strategies and products (secured, unsecured, synthetic, equity financing).
* Strong analytical, problem-solving, and process improvement skills; able to develop scenario analyses and translate findings into actions.
* Effective communication and interpersonal skills; collaborative, team-oriented working style.
* Commitment to high ethical standards, responsible finance, and continuous learning/professional development.
* Strong organizational skills with the ability to execute across multiple priorities and stakeholders.
Preferred qualifications, capabilities, and skills
* Advanced degree and/or relevant certifications.
* Relevant indus...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:37
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Step into a fast-growing area of Cybersecurity at JPMorganChase, where you can help build and deploy machine learning solutions that directly support Cyber Operations.
In this role, you'll work independently and apply your skills in data analysis, statistics, and data engineering to deliver machine learning models that drive real business outcomes.
You'll join a global Cybersecurity team, collaborating with technologists and innovators who protect our assets every day.
As an ML Ops Engineer within Corporate Sector in Cybersecurity & Tech Controls team, you will deploy, monitor, and manage machine learning models in production environments using the latest technologies.
You'll automate model deployment, optimize infrastructure, and ensure AI systems perform reliably and efficiently.
Your collaboration with cross-functional teams and your problem-solving skills will help drive innovation and deliver impactful AI solutions.
Job responsibilities
* Work closely with data scientists and software engineers to integrate machine learning models into applications.
* Deploy machine learning models into production, ensuring they are scalable, reliable, and efficient.
* Build and maintain CI/CD pipelines to automate testing, deployment, and updates for machine learning models.
* Manage and optimize infrastructure for running models, including cloud services, Docker, and Kubernetes.
* Set up monitoring and logging to track model performance, detect anomalies, and ensure smooth operation.
* Maintain version control for models and data, supporting traceability and compliance.
* Apply security best practices and ensure models meet regulatory standards.
Required qualifications, capabilities, and skills
* Bachelor's degree in Computer Science, Engineering, or a related field, with relevant ML Ops experience.
* Experience deploying and managing machine learning models in production environments.
* Skilled in building and maintaining CI/CD pipelines for machine learning workflows.
* Proficient with cloud platforms (AWS, Google Cloud, Azure) and containerization tools (Docker, Kubernetes).
* Familiar with monitoring and logging tools (Prometheus, Grafana, ELK Stack).
* Advanced Python programming skills.
* Strong problem-solving skills and attention to detail.
* Effective communicator, able to collaborate with cross-functional teams.
* Bachelor's degree in Computer Science, Engineering, or a related field, with relevant ML Ops experience.
Preferred qualifications, capabilities, and skills
* Experience deploying and managing large-scale machine learning models in production.
* Ability to monitor models in production and address performance and data quality issues.
* Working knowledge of security best practices and compliance standards for ML systems.
* Experience optimizing infrastructure for performance and efficiency.
* Developed REST APIs using frameworks ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:36
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You enjoy building client relationships and delivering financial solutions.
Join us as an Associate Banker on our Emerging Middle Market Banking team.
As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues between $20 million and $100 million.
You'll work both independently and as part of a dynamic team to introduce our comprehensive suite of financial solutions, help senior bankers uncover new prospects, deepen existing client relationships, and drive market growth.
You will be expected to possess a comprehensive understanding of our full range of financial solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant Services.
You will collaborate closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core teams.
You will demonstrate a genuine interest in cross-border business, cultural sensitivity, a strong commitment to teamwork and partnership, and consistently upholds the highest standards of work ethic and attention to detail.
Please note: This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer-centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation and strategic partnerships
* Provide proactive support to senior bankers across the team
* Drive new client acquisition, both independently and in collaboration with bankers
* Navigate the EMM ecosystem and develop meaningful relationships with internal and external partners
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 4+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership and teamwork skills required
* Proven ability to develop and retain profitable client relationships in a competitive environment
* Expertise in assessing and structuring complex credit transactions, including risk mitigation and negotiation
* Deep knowledge of banking products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem-solving, oral, and written communication skills
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 ...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:35
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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 ...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:34
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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: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:34
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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...
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Type: Permanent Location: Green Bay, US-WI
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:33
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Become an integral part of Consumer and Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer and Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small busines...
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Type: Permanent Location: Morristown, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:32
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: San Luis Obispo, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:31
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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: San Mateo, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:31
-
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: Wheaton, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:30
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:29
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Denton, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:29
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Anderson, US-SC
Salary / Rate: Not Specified
Posted: 2026-04-14 08:22:28
