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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As an Executive Director, Wealth Planner within J.P.
Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership.
You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies.
You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
* Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
* Work with Advisors to develop business opportunities with new and existing clients
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
* Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:47
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We are seeking an experienced Vice President to join our industry-leading Leveraged Finance team.
As a Vice President in Leveraged Finance, you'll have experience developing strong relationships with corporate and financial clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities:
* Acting as the primary day-to-day client point of contact and lead banker on capital markets transactions
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
Required qualifications, capabilities, and skills
* 6+ years of experience in Leveraged Finance (front office)
* Experience training junior bankers
* Excellent written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modeling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts or information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, b...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:47
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Join a dynamic team where your expertise shapes the future of Home Lending.
You will have the opportunity to lead critical financial processes, collaborate across business lines, and drive innovation in modeling and analysis.
At JPMorganChase, you are empowered to make a difference, grow your career, and contribute to a culture of excellence.
Job Summary
As a Home Lending Financial Planning & Analysis Lead within the Home Lending FP&A team, you play a pivotal role in forecasting, modeling, and strategic financial analysis.
You own and optimize key qualitative methodologies, deliver insightful presentations, and partner with business leaders to drive results.
You thrive in a fast-paced environment, balancing multiple priorities and leading projects that impact the firm's financial performance.
Your analytical skills and collaborative approach help us deliver accurate, timely, and actionable insights.
Job Responsibilities
* Lead ownership and optimization of seven Home Lending Qualitative Methodologies (QMs), including model enhancements, performance management, and back testing.
* Maintain technical documentation, coordinate remediation of open issues, and lead periodic re-reviews with Model Risk Governance and Review (MRGR).
* Execute Home Lending models and QMs for Budget and Comprehensive Capital Analysis and Review (CCAR) processes.
* Prepare management review presentations by analyzing business drivers, writing commentary, and delivering clear financial narratives.
* Analyze business models, earnings sensitivities, and strategic initiatives to enhance understanding of financial results.
* Manage projects with a focus on accuracy and timely delivery of key milestones.
* Lead additional analyses as required by senior management.
* Communicate and coordinate effectively with business lines and corporate functions, including External Reporting, Investor Relations, and Corporate Financial Analysis.
* Support ad hoc projects as needed.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Accounting, Finance, Economics, or related field.
* Robust understanding of financial modeling principles and best practices.
* Advanced Microsoft Office skills, especially Excel and PowerPoint.
* Experience in the consolidation, review, analysis, and presentation of financials.
* Exceptional analytical, problem solving, critical thinking, and project management skills.
* Excellent oral and written communication and relationship management skills.
* Detail-oriented, able to multi-task in a fast-paced environment, and meet deadlines under pressure.
* Self-starter who is driven to excel and initiate improvements.
Preferred Qualifications, Capabilities, and Skills
* Master's degree in an analytical field with strong statistical analysis skills.
* Twelve years of professional experience analyzing profit and loss and balance sheet drivers.
* Pre...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:46
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 rece...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:46
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As Chase Travel continues to expand, we have an exciting opportunity for an experienced Team Leader to join our team.
We foster a diverse and collaborative culture, committed to providing meaningful growth and career advancement in a firm dedicated to opportunity, development, and mobility.
We seek best-in-class talent who are passionate, entrepreneurial, and customer-focused.
As a Team Leader for high-performing luxury Travel Advisors within Chase Travel, you will leverage your leadership expertise in travel and lifestyle servicing, card servicing, affluent servicing, or the luxury/hospitality industry.
You will oversee our team of Reserve Travel Designers, leading, developing, and motivating them to deliver exceptional service and drive business growth.
Your deep understanding of travel customer service, strong leadership skills, and focus on customer preferences and travel consultation will be essential to elevating the customer experience and achieving business results.
Job Responsibilities:
* Lead, mentor, and inspire a team of travel designers to achieve both individual and team goals.
* Cultivate a collaborative, high-performance culture focused on continuous improvement and professional growth.
* Conduct regular performance reviews, provide actionable feedback, and identify development needs for team members.
* Develop and execute strategies to drive booking conversion, customer loyalty, and achieve high NPS/OSAT metrics.
* Analyze trends and customer feedback to identify opportunities for service improvements.
* Ensure operational goals and key performance indicators are consistently met or exceeded.
* Ensure the delivery of exceptional, personalized service to each customer.
* Resolve complex service issues proactively before they escalate.
* Oversee the timely, accurate, and comprehensive delivery of travel products and services.
* Manage daily operations, including efficient workflows, adherence to company and line-of-business policies, team schedules, and workload distribution.
* Collaborate with internal partners across training, content, knowledge management, and workforce planning to support operational excellence.
Required qualifications, capabilities, and skills:
* Demonstrated business acumen with a history of achieving business objectives and KPIs.
* Proven experience in team leadership, coaching, performance management and/or training.
* Excellent communication, interpersonal, and problem-solving skills
* Strong attention to detail and commitment to delivering exceptional customer experiences
* Skilled in conflict management and resolution, adept at handling complex customer and team issues.
* Builds strong relationships within the team and across the organization.
* Leads through change with a growth mindset and adaptability.
* Drives business results through extreme ownership and accountability for both individual and team p...
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Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:45
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We are looking for a leader who is passionate about using data to accelerate CRM/Lifecycle and Digital Marketing strategy and execution, drive business growth, and improve the Chase customer experience.
As a Data Owner Lead, within the Card Marketing Team, you will ensure data is high quality, well-protected, and used appropriately and also be accountable for defining, governing, and strategically publishing CRM/Lifecycle and Digital Marketing data to the CCB Data Lake through curated datasets and data products that enable omnichannel marketing, Card customer journeys, audience population and management, journey orchestration, personalization, and measurement.
Job Responsibilities:
* Create and execute a strategic roadmap for the publication of CRM/Lifecycle and Digital Marketing data to the CCB Data Lake, ensuring datasets and data products are discoverable, reusable, and aligned to marketing strategy and campaign execution needs.
* Lead the definition and development of curated datasets and data products that power omnichannel marketing, including email, SMS, push, in-app, web/app personalization, and other digital channels, with a focus on the Card customer journey and partner with CRM/Lifecycle, Digital Marketing, Marketing Operations, Channel teams, and Analytics to translate business priorities (e.g., acquisition, onboarding, engagement, retention, cross-sell, servicing, win-back) into data requirements and delivery milestones.
* Own the business definitions, taxonomy, and metadata for marketing data (e.g., campaign, journey, trigger, offer, creative, channel, audience, event, exposure, conversion, suppression reason, preference/consent status), ensuring consistency across platforms and the data lake and enable audience population and management capabilities by partnering on requirements for identity resolution, eligibility, frequency, prioritization, suppression, and consent/preference controls to support compliant targeting and coordinated customer communications.
* Impact data modernization efforts by partnering with Technology to rationalize legacy feeds, migrate/modernize pipelines, improve timeliness (including near-real-time where needed), and standardize data models that support omnichannel activation and measurement and ensure high-quality data flows into and out of marketing platforms (e.g., CDP, CRM, ESP, web/app analytics and personalization), including event instrumentation and downstream reporting/analytics datasets in the CCB Data Lake.
* Document and enforce requirements for accuracy, completeness, timeliness, and consistency; coordinate monitoring, alerting, and remediation for critical marketing datasets and data products and support innovative use of data products by enabling experimentation and measurement (e.g., test/control, exposure, outcome data) to assess journey performance, channel engagement, and incrementality where applicable.
* Develop processes and procedures to identi...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:44
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative 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 i...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:43
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If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorganChase within the Consumer and Community Banking, Core Engineering Solutions, you provide expertise and engineering excellence as an integral part of an agile team to enhance, build frameworks, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Leverage your advanced technical capabilities and collaborate with colleagues across the organization to drive best-in-class outcomes across various technologies to support one or more of the firm's portfolios.
Job Responsibilities
* Design, develop, and maintain complex, scalable, and reusable Java frameworks using Spring Boot, ensuring they meet industry standards for reliability, efficiency, and performance.
* Lead the creation and adoption of coding patterns and best practices across the organization's development community, driving standardization and consistency.
* Architect and implement robust, secure, and high-performance frameworks for both cloud and on-premises environments, leveraging cloud-native services (e.g., AWS).
* Architects and governs agentic AI-enabled engineering workflows (using enterprise-authorized tools within the work environment) to improve delivery speed, code quality, and operational outcomes at scale (e.g., AI-driven PR review assistance, test generation/maintenance, release readiness checks, incident triage and root-cause acceleration), while defining guardrails for validation, security, resiliency, and reuse across teams.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation at scale.
* Collaborate with cross-functional teams to define integration strategies and technical solutions aligned with business goals.
* Provide technical thought leadership, staying abreast of industry trends, emerging technologies, and best practices to guide the team and organization.
* Identify existing drawbacks, gaps, and inefficiencies in frameworks, processes, and practices; proactively recommend and implement improvements.
* Serve as a subject matter expert and advisor on technological matters, influencing technical decisions and strategy across business, product, and technology teams.
* Ensure frameworks and solutions are enterprise-grade, with strong security, monitoring, documentation, and operational stability.
* Lead proof-of-concept (POC) initiatives to evaluate new technologies and methodologies for potential adoption.
* Identify opportunities to automate remediation of recurring issues, improving overall operational stability.
* Drive innovation by exploring and integrating cutting-edge technologies (e.g., cloud, streaming) into framew...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:42
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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: Dearborn Heights, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:41
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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: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:41
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Ann Arbor, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:40
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Trade Finance Client and Sales Manager in Trade and Working Capital, you will assume responsibility for the management of a client portfolio centered around a sub-set of active Supply Chain Finance customers.
The legacy North America Supply Chain Finance Program Management team has recently expanded its remit to include both the management of existing Supply Chain Finance programs, as well as the cross-sell of other Trade & Working Capital products (Receivables Finance, Inventory Finance, Letters of Credit, etc.) into the existing Trade client population.
You will design a comprehensive client engagement and program execution strategy for the assigned portfolio and will be responsible for driving asset and revenue ramp through the identification of both organic and strategic growth opportunities.
You will have the opportunity to work within a tight knit, collaborative team environment, as well as with both internal and external partners.
Trade & Working Capital (T&WC) is a division of J.P.
Morgan Payments.
For more than 200 years, J.P.
Morgan has helped clients make trade payments, access liquidity, and manage risk.
We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Finance, Working Capital Lending, Export Agency Finance, and Traditional Trade solutions.
Our institutional strength, practical expertise, comprehensive technology, and financial partner network enable us to deliver global solutions, when and where our clients need them, by leveraging one of the worlds largest Trade Finance investor networks, we scale funding to support this growing asset class on a global basis.
Job Responsibilities
* Leads outsized asset and revenue generation through steering of SCF program ramp and supplier enrollment, while supporting the client's ability to achieve their own organizational objectives
* Identifies and pursues opportunities to position the adoption of incremental Trade & Working Capital solutions, to existing Trade clients, by developing an intimate understanding of the assigned clients' businesses and the related applicability of the T&WC product suite
* Manages overall Trade client relationships and serve as primary point of contact for usage of multiple Trade products, while centrally managing available capital to optimize returns
* Establishes and maintains client specific engagement plans designed around achieving identified strategic and tactical goals, in addition to meeting defined cross-sell targets
* Analyzes ongoing client financial performance to understanding trend development and profitability, informing potential adjustments to execution strategy
* Works closely with Trade Sales on prospecting and origination of net-new Trade business opportunities via sales calls, client visits,...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:39
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Lilburn, US-GA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Troy, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:38
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Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Support Associate in the Global Payments Corporate Sales organization, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.
Job responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 a...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:38
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:37
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:36
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Fresno, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:36
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:34
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You are customer focused, enjoy building relationships and bringing in new clients.
A role as a Business Development Executive is for you.
As a Business Development Executive in Mid-Corporate Banking, you will be responsible for growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.
Reporting to the Region Manager you will be responsible for leading the business development efforts for Middle Market Banking in the region.
Your primary role will be to help grow the business through client acquisition.
You will be responsible for identifying and qualifying prospects and introducing our banking team, credit staff and other product partners as appropriate.
This role is an opportunity to showcase your experience in business development, your ability to work independently, and your excellent partnership and marketing skills.
Job Responsibilities
* Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our product capabilities
* Propel top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
* Serve as mentor and coach to the banking team and lead the region's prospecting activities.
This may include cross-selling of existing clients when appropriate
* Measure success by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships with centers of influence, and propensity to help build the franchise for the long term
Required Qualifications, Capabilities and Skills
* 10 years of direct client management, lending, credit support, or similar industry related experience
* FINRA Series 63, 79 and Securities Industry Essentials licenses required or ability to obtain licenses within 180 days of hire
* Extensive knowledge of Commercial Banking products and services
* Experience in cross-selling products, and a track record of meeting or exceeding sales goals
* Strong business development skills; including tactical selling and negotiation
* Ability to partner well; i.e., develop and maintain positive and productive internal relationships with product partners, credit executives, senior management, client service, etc.
* Excellent verbal and written communication skills - including proposal writing and public speaking
Preferred Qualifications, Capabilities and Skills
* Bachelors degree preferred
* Formal bank credit training is preferred
* Strong creative solution and problem solving skills
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history,...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:34
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Newport Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:33
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Brea, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:32
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At JPMorgan Chase, AI and technology promote our global operations with unmatched scale and speed.
We invest over $18 billion annually in innovation, data leverage, and security to shape the future for our clients, communities, and employees.
The Chief Data & Analytics Office (CDAO) accelerates our data and analytics journey, with the Machine Learning Center of Excellence (MLCOE) creating and deploying solutions for complex business challenges.
By ensuring data quality and leveraging insights, the CDAO supports our commercial goals, enhancing productivity and risk management through AI and machine learning.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
As a Machine Learning Scientist - Natural Language Processing (NLP) - Vice President, you will own the full lifecycle of developing and deploying machine learning solutions, from ideation to production.
Acting as a leading voice within JPMC on all things Generative AI (GenAI), you will partner closely with all lines of business to innovate new solutions that drive transformational change for the bank.
You will actively participate in our knowledge sharing community, representing your work inside and outside of the firm at leading industry conferences amongst peers and leaders in the space.
We seek someone who excels in a highly collaborative, fast-paced environment, and holds a strong passion for machine learning to make a significant impact at a leading global financial institution.
Job responsibilities
* Research and develop state-of-the-art machine learning models to solve real-world problems and apply them to tasks involving Generative AI (GenAI)
* Act as a thought partner for JPMC leaders and help the business identify and implement new machine learning methods that deliver impact
* Drive cross-functional collaboration with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy, and Business Management to deploy solutions into production
* Lead firm-wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g., Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science, OR an MS with at least 3 years of industry or research experience in the field
* Solid background in Generative AI (GenAI) and hands-on experience and solid understanding of machine learning and deep learning methods and toolkits (e.g., TensorFlow, PyTorch, NumPy, Scikit-Learn, Pandas)
* Ability to design experiments and training frameworks, and to outline and evaluate intrinsic and ...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Saint George, US-UT
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:31
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 continued...
....Read more...
Type: Permanent Location: Manassas, US-VA
Salary / Rate: Not Specified
Posted: 2026-07-09 10:14:30
