client solutions advisor

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits.<br>
<br>
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p></p><p><b>
Job Profile Summary:</b></p><p>
This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve financial goals in a virtual environment. Key responsibilities include service requests and relationship deepening opportunities received through in-person or inbound call delivery. Job expectations include understanding life and financial goals and pairing new solutions and services to meet client needs.</p><p><b>
Responsibilities:
</b></p><ul><li>Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li><li>
Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li><li>
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li><li>
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li><li>
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li><li>
Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery</li></ul><p><b>
Required Qualifications:</b></p><ul><li>
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li><li>
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li><li>
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Confident in identifying solutions for helping new and existing clients based on their needs</li><li>
Strong written and verbal communications skills</li><li>
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li><li>
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li><li>
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul><p><b>Desired Qualifications:</b></p><ul><li>
Associate's Degree or Bachelor's Degree in business, finance or a related field</li><li>
Experience working in a financial center where goals were met or exceeded</li><li>
Retail and/or sales experience in a salary plus incentive environment</li><li>
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Knowledge of banking products and services</li><li>
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li></ul><p><b>
Skills:</b></p><ul><li>
Active Listening</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul><p><b>
Minimum Education Requirement</b>: High School Diploma / GED / Secondary School or equivalent</p><p></p><p><b><i>
This job will be open and accepting applications for a minimum of seven days from the date it was posted.</i></b></p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Senior Banker II - Clear Creek Crossing

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.</p><p></p><p>
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We&rsquo;re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.</p><p></p><p>
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.</p><p></p><p>
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!</p><p></p><p><b>
Job Description:</b></p><p>
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>
Identifies client needs and recommends solutions when fraud has been identified</li><li>
Records data captured during client interactions accurately</li><li>
Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li><li>
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li><li>
Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients&rsquo; financial lives</li><li>
Fully understands how life events can impact a client&rsquo;s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li><li>
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li><li>
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li><li>
Communicates effectively and confidently with all clients to make their financial lives better</li><li>
Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li><li>
Comfortable receiving ongoing performance feedback and coaching</li><li>
Ability to learn and adapt to new information and technology platforms</li><li>
Minimum of an intermediate level of proficiency with computers and current technology</li><li>
1+ years of customer/client service experience, including experience handling difficult client situations</li></ul><p></p><p><b>
Start Date:</b> 8/24/2026</p><p></p><p><b>
Training/Hours (m</b><b>andatory attendance):</b></p><p><b>
8/24/2026-10/23/2026:</b> Monday-Friday, 9:00am-5:30pm</p><p></p><p><b>
Work Schedule (following training, based on availability)</b></p><p><b>
Beginning 10/26/26:</b></p><p>
Tuesday-Saturday: 11:30am-8:00pm
</p><p>or</p><p>
Sunday-Thursday: 11:30am-8:00pm</p><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
1+ years of experience in the banking/financial industry</li><li>
1+ years of experience working in a client service capacity
</li></ul><p></p><p><b>Skills:</b></p><ul><li>
Attention to Detail</li><li>
Customer Service Management</li><li>
Customer and Client Focus</li><li>
Issue Management</li><li>
Active Listening</li><li>
Adaptability</li><li>
Client Solutions Advisory</li><li>
Data Collection and Entry</li><li>
Problem Solving</li><li>
Account Management</li><li>
Analytical Thinking</li><li>
Client Experience Branding</li><li>
Fraud Management</li></ul><p></p><p><b>
Minimum Education Requirement: </b>High School Diploma / GED / Secondary School or equivalent</p><p></p><p><b>
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy</b>.</p><p></p><p><b>
Shift:</b></p>
2nd shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits.<br>
<br>
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p></p><p><b>
Job Description:</b><br>
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.</p><p></p><p><b>
Responsibilities:</b></p><p></p><ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance</li></ul><p></p><p><b>
Skills:</b></p><ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div>

Relationship Banker - Nashville Southeast - Chattanooga Market

Baird

<p></p><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p>
<p></p>
<ul><li>Wausau, WI</li>
<li>Private Wealth Management</li>
<li>R2026665</li>
<li>On-Site</li>
</ul><div>Apply Now
</div><div><div><div><div><p><b>About the Role:</b></p>
<p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.</p><br>
<p></p>
<p><b>The Impact You&rsquo;ll Make:</b></p>
<ul><li><p>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.</p>
</li></ul><ul><li><p>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.</p>
</li></ul><ul><li><p>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.</p>
</li></ul><ul><li><p>May schedule client appointments and/or conference room for appointments.</p>
</li></ul><ul><li><p>Assemble/generate materials including paperwork and reports for client meetings.</p>
</li></ul><ul><li><p>Understand and ensure business adherence with firm and financial industry regulatory policies.</p>
</li></ul><ul><li><p>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).</p>
</li></ul><ul><li><p>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.</p>
</li></ul><ul><li><p>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.</p>
</li></ul><ul><li><p>Seek ways to enhance FA(s) business effectiveness and marketability.</p>
</li></ul><ul><li><p>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.</p>
</li></ul><ul><li><p>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.</p>
</li></ul><ul><li><p>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.</p>
</li></ul><ul><li><p>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.</p>
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b></p>
<ul><li><p>2+ years of prior industry and/or administrative work experience.</p>
</li></ul><ul><li><p>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.</p>
</li></ul><ul><li><p>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.</p>
</li></ul><ul><li><p>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.</p>
</li></ul><ul><li><p>Detail oriented with an emphasis on accuracy.</p>
</li></ul><ul><li><p>Strong organizational skills - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.</p>
</li></ul><ul><li><p>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.</p>
</li></ul><ul><li><p>Good analytical and critical problem-solving skills.</p>
</li></ul><ul><li><p>Bachelor&rsquo;s degree preferred, not required.</p>
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</ul></div></div></div></div><div><h2 class="jobSectionHeader"><b>More About Our Firm</b></h2>
<div></div><div><div><div><div><h3 class="jobSectionHeader"><b>The Baird Way</b></h3>
<p>What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Our Multicultural Community Conference</b></h3>
<p>This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Honored to be a Best Place to Work</b></h3>
<p>More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.</p></div></div></div></div></div></div></div></div></div><div></div>

Client Specialist

MILESTONE HOMES REAL ESTATE BROKER

<p><b>Job Title:</b> Mortgage Advisor<br/><b>Company:</b> Biz Growth Management Consultancy<br/><b>Location:</b> Dubai, UAE (On-site)<br/><b>Employment Type:</b> Commission-Based</p><p><b>Job Overview:</b><br/>Biz Growth Management Consultancy is seeking a motivated and result-driven Mortgage Advisor to join our Dubai office. The ideal candidate will be responsible for generating mortgage leads, advising clients on suitable mortgage products, and closing deals with banks and financial institutions in the UAE.</p><p><b>Key Responsibilities:</b></p><ul><li>Source and generate mortgage leads through networking, referrals, and market outreach</li><li>Advise clients on mortgage options, eligibility, and documentation requirements</li><li>Assess client financial profiles and recommend suitable mortgage solutions</li><li>Coordinate with banks and financial institutions for approvals and processing</li><li>Maintain strong relationships with clients, real estate agents, and developers</li><li>Follow up on applications to ensure smooth and timely approvals</li><li>Achieve monthly and quarterly sales targets</li><li>Maintain accurate records of leads, conversions, and pipeline status</li></ul><p><b>Requirements:</b></p><ul><li>Previous experience in mortgage advisory, banking, real estate finance(UAE experience preferred)</li><li>Strong knowledge of UAE mortgage products and banking procedures</li><li>Excellent communication, negotiation, and interpersonal skills</li><li>Ability to work independently and on a commission-driven model</li><li>Strong networking and client acquisition skills</li><li>Results-oriented with a strong sales mindset</li></ul><p><b>Compensation:</b></p><ul><li>Commission-based structure</li></ul><p>Work Location: In person</p>

Mortgage Advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<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><br>
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.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates' 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' 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><b>Required qualifications, capabilities, and skills</b>
</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><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor's degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&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><br>
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><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>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.
</p><p></p><p>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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<p>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.</p>
<p>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.</p></div>

J.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, CO

<div><b>JOB DESCRIPTION</b><br>
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<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.
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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><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Champion and support your teammates' 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' 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><b>
Required qualifications, capabilities, and skills</b></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><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul></div><div>
</div><p>FEDERAL DEPOSIT INSURANCE ACT:</p><p>
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.<br>
</p><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&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><br>
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>
<b>ABOUT US</b><br>
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<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>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.
</p><p></p><p>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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p></div>

J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA

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