client advisor

Acrisure LLC

<div><h2 class="jobSectionHeader">Job Description</h2>
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Your Next Chapter:
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we&rsquo;re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We&rsquo;re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure&rsquo;s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you&rsquo;ll join that evolution.
What You&rsquo;ll Do:
Revenue Growth &amp; Business Development<ul><li>
Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.</li><li>
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.</li><li>
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.</li></ul>
Client Acquisition &amp; Relationship Management<ul><li>
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.</li><li>
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.</li><li>
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.</li></ul>
Sales Process &amp; Cadence Discipline<ul><li>
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create&ndash;convert&ndash;close&ndash;retain cycle.</li><li>
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.</li></ul>
Market Research &amp; Competitive Analysis<ul><li>
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.</li><li>
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.</li></ul>
What You&rsquo;ll Bring:
<ul><li>3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.</li><li>
Property and Casualty or Life &amp; Health license preferred, or ability to obtain license upon hire.</li></ul>
Our ideal candidate will bring:<ul><li>
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.</li><li>
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.</li><li>
Demonstrated technology skills, including experience using CRM and AI applications.</li></ul>
If you&rsquo;re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
Pay Details:
The base compensation range for this position is $70,000 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. 
Why Join Us:
At Acrisure, we&rsquo;re building more than a business, we&rsquo;re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. 
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:<ul><li>
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.</li><li>
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.</li><li>
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.</li><li>
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.</li><li>
&hellip; and so much more!</li></ul>
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. 
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. 
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. 
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. 
Welcome, your new opportunity awaits you.</div>

Client Advisor

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:</h2>
Marsh Risk
<h2 class="jobSectionHeader">Description:</h2>
Marsh is seeking candidates for a Client Advisor in our Marine in our Houston office. This is a hybrid role that has a requirement of working at least three days a week in the office.
In this client-facing role, you will develop an understanding of clients' business strategic priorities, risk strategies, and risk management needs to provide knowledge and advice to complex clients. You will help identify the need for new products and develop innovative solutions while building and maintaining relationships with clients.
We will count on you to:
<ul><li>Assess the needs of clients and develop solutions to risk situations across a complexity spectrum. Meet with clients directly during meetings and proposals and prepare client marketing messages.
</li><li>Submit coverage specifications, obtain quotes from carriers, bind coverage, and ensure the accuracy of programs.
</li><li>Develop strong working relationships with carriers and underwriters, possessing strong knowledge of the insurance and risk marketplace.
</li><li>Contribute to the firm's body of knowledge on product lines by participating in internal networks and supporting client retention and new business production.
</li></ul>What you need to have:
<ul><li>5+ years of industry experience, with a focus on Marine (Hull, Liabilities, P&amp;I and Builders Risk)
</li><li>P&amp;C license or the ability to obtain one.
</li><li>Bachelor&rsquo;s degree preferred.
</li></ul>What makes you stand out:
<ul><li>Ability to build strong relationships and resonate with internal colleagues, clients, and carriers.
</li><li>Self-starter with resourcefulness and the ability to bring solutions and ideas to the firm.
</li><li>Collaborative team player who can make an immediate impact.
</li><li>Interest in aligning with the company's goals and contributing to achieving them.
</li></ul>Why join us?
<ul><li>We help you be your best through professional development opportunities, interesting work and supportive leaders.
</li><li>We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
</li><li>Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
</li></ul>Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
<h3 class="jobSectionHeader">Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
</h3><h3 class="jobSectionHeader">Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one &ldquo;anchor day&rdquo; per week on which their full team will be together in person.</h3></div>

Printemps Doha

<div>
 
 A Junior Client Advisor is responsible for providing our customers with exceptional service by meeting their individual needs and expectations, as well as serving as a Printemps ambassador. Passion for sales and with strong commercial mindset is essential.
 
 
 
 
 
 More than a Sales associate but as a true personal &lsquo;advisor&rsquo;- someone who has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with a global clientele. The Junior Client Advisor and is responsible for managing activities intended to achieve sales objectives, namely: promoting product attributes to the client, developing and enhancing their skills to increase sales results, and participating in the promotion of a positive work/store environment.
 
 
 
 
 
 Junior Client Advisor drive a company's product and/or service sales by actively seeking out prospects and pursuing sales opportunities.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Act as a role model demonstrating sales leadership to the team, fostering cross-selling and client repurchase.
 </li>
 <li>
 Ensure business opportunities are maximized through efficient sales floor management, being a visible presence and support, ensuring Printemps standards are achieved.
 </li>
 <li>
 Cultivate a culture of excellent customer service. Resolve customer complaints effectively and promptly or escalate to Management.
 </li>
 <li>
 Maximize sales &amp; customer satisfaction.
 </li>
 <li>
 To review customer complaints / suggestions and propose improvements in customer service standards
 </li>
 <li>
 Support Store supply chain team, ensure store Inventory by controlling receiving, display, sales, turnover, back to vendors, &hellip;
 </li>
 <li>
 Ensure that all merchandising activities in the store reflect the needs of the trading period in line with the Printemps Marketing Calendar.
 </li>
 <li>
 Formulates pricing policies by reviewing merchandising activities; determining additional needed sales promotion; authorizing clearance sales; studying trends.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 At least 3 years of experience in the luxury retail industry or similar industry.
 </li>
 <li>
 Arabic nationality required.
 </li>
 <li>
 Excellent people skills, ability to motivate and teach leaders to succeed.
 </li>
 <li>
 Experience drafting manuals and setting operational standards.
 </li>
 <li>
 Ability to work with leaders to maintain consistency across all stores.
 </li>
 <li>
 Analytical, reporting skills and business, commercial awareness.
 </li>
 <li>
 Inter-personal communication skills.
 </li>
 <li>
 Stock and Inventory management.
 </li>
 </ul>
 
 
</div>

Jr Client Advisor

Arcsen

<div>The Firm:
Arcsen is a leading global technology consulting firm specializing in providing innovative solutions and expert guidance to businesses across EMEA. With a commitment to excellence, Arcsen partners with industry giants such as Salesforce, MuleSoft, Tableau, Slack, and Sprout, Certinia, and Splunk, ensuring clients receive top-tier services tailored to their unique needs.
Job Description:
As a Client Advisor, you will be responsible for selling Arcsen Professional Services and Arcsen Managed Services, building and maintaining strong client relationships, understanding their business needs, and delivering tailored technology consulting and professional services solutions. This role requires a deep understanding of technology trends, sales, excellent communication skills, and the ability to collaborate effectively with internal teams to ensure client satisfaction and business growth.
Responsibilities:
1. Client Relationship Management:<ul><li>Build and nurture strong relationships with key client stakeholders, becoming a trusted advisor on technology solutions and services.</li><li>Understand clients&rsquo; business challenges and objectives; proactively identify opportunities to add value through our consulting and professional services offerings.</li></ul>
2. Consultative Selling:<ul><li>Collaborate with clients to assess their technology needs and recommend appropriate solutions and services to meet their business goals.</li><li>Develop and present proposals, quotations, and business cases that align with client requirements and objectives.</li></ul>
3. Business Development:<ul><li>Identify new business opportunities within existing client accounts and actively pursue upsell and cross-sell opportunities.</li><li>Collaborate with marketing and business development teams to develop strategies for acquiring new clients and expanding market reach.</li></ul>
4. Market and Industry Knowledge:<ul><li>Stay informed about industry trends, technology advancements, and competitors&rsquo; offerings to provide informed recommendations to clients.</li><li>Share insights and best practices with clients to help them achieve competitive advantages through technology solutions.</li></ul>
5. Performance Tracking and Reporting:<ul><li>Monitor client satisfaction and project performance metrics; gather feedback and conduct regular reviews to ensure service quality and client retention.</li><li>Prepare and present reports on account status, sales forecasts, and business development initiatives to senior management.</li></ul> 
Requirements<ul><li> 
Bachelor&rsquo;s degree in Business Administration, Computer Science, Engineering, or related field.</li><li>4-6 years of experience in a Sales/Consulting role, preferably within technology consulting, IT services, or professional services industries.</li><li>Proven track record in consultative selling, account management, and relationship building with senior-level executives and decision-makers.</li><li>Strong understanding of technology solutions and services, including cloud computing, digital transformation, cybersecurity, and enterprise software.</li><li>Excellent communication, negotiation, and presentation skills, with the ability to articulate complex technical concepts to non-technical audiences.</li><li>Demonstrated ability to manage multiple client accounts and projects simultaneously, with a focus on delivering exceptional customer service and achieving business objectives.</li><li>Ability to travel up to 40% for client meetings, sales deals, and business development activities, as required.</li></ul> 
Benefits 
<ul><li>
Competitive salary and benefits package, as well as commission based on Sales achievements.</li><li>
Collaborative and supportive work environment.</li><li>
Career growth opportunities.</li></ul> 
Arcsen is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Different makes us better.
By applying, you give your consent to the processing of your personal data which are necessary to the Personal Data Administrator for the purpose of the recruitment process, and the future recruitment processes. This consent will allow us to contact you in connection with our recruitment. We will process your data for two years.</div>

Senior Client Advisor, Consulting

Chalhoub Group

<div>
 On behalf of
 
 Zimmermann
 
 , we are hiring for
 
 C
 
 
 lient Advisors
 
 to join team in Kingdom Mall, Riyadh.
 
 
 Zimmermann is one of Australia's leading and most respected fashion designer brands. Zimmermann's ready-to-wear and swim and resort collections are sold through Zimmermann boutiques and high-end retailers both in Australia and internationally. We maintain stand-alone retail stores throughout Australia, Europe, UK, USA and China and a successful online business.
 
 
 
 What You&rsquo;ll Be Doing
 
 
 
 We are searching for candidates who embody the Zimmermann brand, bringing optimism, creativity and sophistication to everything they do.
 
 
 We are looking for candidates with experience in a luxury retail environment, and who are passionate about creating an elevated and memorable client service experience. We value impeccable attention to detail, strong communication skills and the ability to achieve goals!
 
 
 
 As a Client Advisor, Your Key Responsibilities Include
 
 
 
 <ul>
 <li>
 Providing our clients with a memorable shopping experience
 </li>
 <li>
 Establishing and developing relationships with Zimmermann clients
 </li>
 <li>
 Achieving sales targets and upholding Zimmermann brand standards including store presentation and stock and inventory
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Need To Succeed
 
 
 
 <ul>
 <li>
 Experience within a client facing role in Luxury Fashion retail
 </li>
 <li>
 Ability to build strong, genuine relationships with clients.
 </li>
 <li>
 Excellent organisation skills and high attention to detail
 </li>
 <li>
 Passion for creating an amazing client experience that exceeds the client's expectations.
 </li>
 <li>
 Enthusiastic team player
 
 
 </li>
 </ul>
 
 What We Can Offer You
 
 
 
 <ul>
 <li>
 Bespoke development plans and access to strong mentors and industry leaders.
 </li>
 <li>
 Ongoing training and development to grow your career within a luxury fashion brand.
 </li>
 <li>
 Seasonal uniform provided to all team members.
 </li>
 <li>
 Generous employee discount and bonus structure.
 
 
 </li>
 </ul>
 
 We Invite All Applicants to Apply
 
 
 
 It Takes Diversity Of Thought, Culture, Background, Differing Abilities and Perspectives to truly Inspire, Exhilarate and Delight our customers. At Chalhoub Group, we are committed to inclusion and diversity.
 
 
 We welcome all applicants to apply and be part of our exciting future. We ensure equal opportunity for all our applicants without regard to gender, age, race, religion, national origin or disability status.
</div>

Client Advisor- Zimmermann, Kingdom Mall, Riyadh

JPMorganChase

<div>JOB DESCRIPTION 
<div><div>
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.
</div><div> 
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.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li><li>
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</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
Required qualifications, capabilities, and skills</div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
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
</li><li>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</li><li>
Reading and speaking in both English and Hebrew fluently is required for this role</li></ul></div><div>
Preferred qualifications, capabilities, and skills</div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor&rsquo;s degree preferred</li></ul></div><div> 
</div><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
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 &amp; Co. Products not available in all states.</div></div>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;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 businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management – Private Client Advisor - Kew Gardens (Bilingual Hebrew)

<div>JOB DESCRIPTION 
<div>
<div>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.
</div><div> 
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. 
</div><div></div> 
<div>Job responsibilities
</div><div><ul><li>Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li>
<li>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</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>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
</li><li>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</li>
</ul></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor&rsquo;s degree preferred</li> 
</ul></div><div></div> 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div> 
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 &amp; Co. Products not available in all states.
</div></div>ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;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 businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management – Private Client Advisor - Fort Wayne/Muncie, Indiana

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Client Advisor- Zimmermann, Kingdom Mall, Riyadh

J.P. Morgan Wealth Management – Private Client Advisor - Kew Gardens (Bilingual Hebrew)

J.P. Morgan Wealth Management – Private Client Advisor - Fort Wayne/Muncie, Indiana