private client advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><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.</div><div><br>
</div><div><b>Job responsibilities</b></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><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><li>
Reading and speaking in both English and Hebrew fluently is required for this role</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&rsquo;s degree preferred</li></ul></div><div><br>
</div><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><p><br>
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.
</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&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.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
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 - Kew Gardens (Bilingual Hebrew)

<div><b>JOB DESCRIPTION</b><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&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><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&rsquo;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><p><br>
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.
</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&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.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
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 - Fort Wayne/Muncie, Indiana

Bessemer Trust

<div><p>At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include:</p>
<ul>
<li>Point person with respect to client cash transactions and bill payment requests (i.e., wires, ACHs, internal account journals); requires frequent client communication via email and phone, transaction processing via internal banking systems, and coordination of inter-departmental approvals</li>
<li>Optimum screening of incoming communications and routing for timely action and follow-up.</li>
<li>Professional communication with both internal and external contacts, including significant prospect and client relationships.</li>
<li>Compose well-proofed written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.</li>
<li>When appropriate collaborate with the ACAs to create presentation books for clients and prospects.</li>
<li>Comprehensive organization of meetings and luncheons as needed; coordinate scheduling for internal attendees and manage calendar invitations for the CA team.</li>
<li>Establish effective working relationships with colleagues and external contacts; may be required to provide flexible support to other CA Teams as directed.</li>
<li>Provide direct and pro-active administrative support to all members of the CA Team; primary support for Associate Client Advisors with respect to all cash management and bill payment functions.</li>
<li>Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce.</li>
<li>Responsible for maintaining current Salesforce client records for the CA Team and managing external client mail merges, event invitations, and Salesforce reports.</li>
<li>Bookkeeping/accounting work for various transactions with clients, as directed by the CA team.</li>
<li>Process expense reports and book travel for all members of the CA Team.</li>
<li>Assist with physical client mailings, including preparing and sending documents via FedEx or other courier services, ensuring timely and secure delivery</li>
<li>Compile information and organize CA Team's responses to Compliance and Audit-related requests.</li>
</ul>
<p><b>Client Service Responsibilities (as directed by the CA Team):</b></p>
<ul>
<li>Handle routine communication with clients and their advisors via telephone, email and fax.</li>
<li>Document written and verbal communication with clients and their advisors in Salesforce.</li>
<li>Assist the client advisory team with preparing charts and materials for client and prospect meeting presentations using Excel, Word, PowerPoint and internal applications as needed.</li>
<li>Pull basic information from Bessemer systems (ATLAS) to update spreadsheets for clients.</li>
<li>File correspondence and other documents in internal databases.</li>
<li>Create documentation of client correspondence for tracking purposes.</li>
</ul>
<p><b>Account Administration Responsibilities (as directed by the CA Team):</b></p>
<ul>
<li>Work with Client Administration Support (CAS) to open accounts and coordinate with outside agents the transfer of assets to Bessemer.</li>
<li>Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.</li>
<li>Process client remittances.</li>
<li>Work with the client's CPA to assist in gathering tax information and cutting tax checks when applicable.</li>
<li>Anticipate when an overdraft can occur and prevent it by bringing the information to the team's attention.</li>
<li>Supervise and pay client bill payments.</li>
</ul>
<p><b>Wealth Advisor Support Responsibilities (as directed by the Wealth Advisor Team):</b></p>
<ul>
<li>Assist wealth advisor team with their efforts to communicate with prospects and centers of influence (COIs)</li>
<li>Coordinate event planning logistics and budgeting for wealth management and COI events (as needed)</li>
<li>Provide general assistance and support with logistics and communications of marketing, event planning and business development efforts</li>
<li>Print, bind and distribute client/prospect meeting books (as needed)</li>
</ul>
<p><b>Management and Office Support Responsibilities (as directed by the Regional Director):</b></p>
<ul>
<li>Complete and handle all travel arrangements and reservations for Regional Director and Senior Client Advisors</li>
<li>Lead and coordinate with reviewing, updating and submitting expense reports for Regional Director and Senior Client Advisors</li>
<li>Assist office manager by providing back-up coverage (as needed)</li>
<li>Assist with updating and extracting key information in Salesforce</li>
</ul>
<p><b>Qualifications:</b></p>
<ul>
<li>Bachelor's Degree Required.</li>
<li>3+ years of experience as an administrative assistant, preferably within a bank supporting a team.</li>
<li>Ability to work well in a team environment.</li>
</ul>
<p><b>About Bessemer Trust</b></p>
<div>
<div><p>Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.</p>
<p>
</p><p>Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.</p>
<p>
</p><p>Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.</p>
<p>
</p><p><b>Key Facts:</b></p>
<ul>
<li>For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.</li>
<li>Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.</li>
<li>To watch a video about Bessemer Trust's history, click here.</li>
<li>To learn more about Bessemer Trust, click here.</li>
</ul>
<p><b>About Our Employee Rewards and Benefits:</b></p>
<p>
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:</p>
<ul>
<li>Competitive base salary plus discretionary annual bonus for select positions</li>
<li>A 401(k) plan with a generous annual profit-sharing contribution</li>
<li>Personalized development and career opportunities, including tuition reimbursement support</li>
<li>Comprehensive medical, dental, and vision plans with zero contributions for employee coverage</li>
<li>Employee assistance (EAP) and wellness programs</li>
<li>Hybrid work environment: 60% in office, 40% remote for most positions</li>
<li>Paid time off and paid parental leave</li>
<li>Employer-paid life insurance and short- and long-term disability coverage</li>
<li>Legal services and financial wellness plans at no cost to employees</li>
</ul>
<p><i>Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.</i></p></div></div></div>

Executive Assistant - Client Advisory

Printemps Doha

<div>
 <p>
  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.
 </p>
 <p>
  <br/>
 </p>
 <p>
  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.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Junior Client Advisor drive a company's product and/or service sales by actively seeking out prospects and pursuing sales opportunities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <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>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <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>
 <p>
 </p>
</div>


Jr Client Advisor

<div><b>JOB DESCRIPTION</b><br>
<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 Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div><ul><li>
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div><br>
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>
<b>ABOUT US</b><p><br>
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.
</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&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.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our 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&rsquo;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.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Neenah, WI

<div><b>JOB DESCRIPTION</b><br>
<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.<br>
</div><div></div><br>
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div><ul><li>
A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment</li></ul></div><div><br>
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>
<b>ABOUT US</b><p><br>
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.
</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&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.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our 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&rsquo;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.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, IL

Lockton Companies

<div><div><div><div><div><div>Working at Lockton
</div><p>At Lockton, we&rsquo;re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We&rsquo;re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, <b>you belong here.
</b></p></div><div><div><div>Business unit
</div><div>Lockton Private Risk Solutions
</div></div><div><div>Schedule
</div><div>Full-time
</div></div><div><div>Lockton Benefits Offerings
</div><div>Click Here
</div></div><div><div>Workplace
</div><div>Remote
</div></div></div><div></div><div><div><div>Your Responsibilities
</div></div><div><p>The Client Relationship Leader &ndash; Family Office is responsible for managing and expanding complex Family Office client relationships within Lockton Private Risk Solutions. This role serves as a trusted advisor to Family Office clients, delivering strategic risk management guidance while supporting retention, growth, and service excellence.
</p><p>The role includes responsibility for overseeing the work of assigned associates and account team members, providing day-to-day guidance, support, and development, while partnering closely with Division and PRS leadership to ensure alignment with Lockton&rsquo;s client service standards and business objectives.
<br>
Key Responsibilities
<br>
&bull; Oversee and support assigned associates and account team members to ensure effective service delivery and professional development.
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&bull; Serve as a trusted advisor to Family Office and ultra-high-net-worth clients, providing strategic risk management and insurance guidance.
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&bull; Build and sustain strong client relationships to support retention and profitable growth.
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&bull; Ensure consistent execution of Private Risk Solutions service standards through ongoing oversight and collaboration with account teams.
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&bull; Participate in client discovery meetings, key renewals, and proposal presentations as needed.
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&bull; Support revenue growth through new business opportunities and cross-selling initiatives.
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&bull; Develop and maintain strong carrier, vendor, and market relationships to support complex placements.
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&bull; Share technical expertise, best practices, and industry knowledge to support associate development.
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&bull; Remain current on industry trends, market conditions, and regulatory requirements.<br>
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</p></div></div><div></div><div><div><div><div>Qualifications
</div></div><p>&bull; Bachelor&rsquo;s degree in a business-related field preferred, or equivalent education and experience.
<br>
&bull; Typically 5+ years of Private Risk or ultra-high-net-worth brokerage experience, including complex insurance programs for Family Offices or UHNW clients.
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&bull; Minimum of 3+ years of experience directly servicing High-Net-Worth clients.
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&bull; Demonstrated experience overseeing or supporting associate work and development.
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&bull; Strong verbal, written, and interpersonal communication skills.
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&bull; Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
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&bull; Ability to maintain licensing and complete continuing education requirements.
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&bull; Strong organizational skills and ability to manage multiple priorities.
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Additional Requirements
<br>
&bull; Ability to attend company, department, and industry meetings and training sessions.
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&bull; Flexibility to work extended hours as business needs require.
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&bull; Ability to travel by automobile and aircraft.
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&bull; Legally authorized to work in the United States.
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&bull; Ability to work in-office 3&ndash;5 days per week.
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&bull; Open to all locations.</p><p><br>
</p></div></div><div><div>Equal Opportunity Statement
</div><p>Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
</p><p>At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
</p></div><div><div><div>About Lockton
</div><p>Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what&rsquo;s right every day.
</p><p>At Lockton, we believe in the power of all people. You belong at Lockton.
</p></div><p></p><div><div>How We Will Support You
</div><p>At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
</p><p>We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.</p><p><br>
</p></div></div><div><div>No Agencies Please
</div><p>Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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</div>Celebrating Our 2026...
<div>Our continued commitment to young professionals has once again earned us the 2026 Handshake Early Talent Award. This award recognizes our best‑in‑class recruiting strategies, authentic engagement, and dedication to early‑career talent. We are honored to be named one of the top organizations in the insurance industry. At Lockton, we support, recognize, and believe in the next generation of talent &mdash; and we&rsquo;re committed to developing young professionals who will shape the future of our industry. Create your own path We want you to build a career that&rsquo;s truly your own. That&rsquo;s why we offer strong talent development programs, support for certifications and designations, and growth opportunities that help you pursue a career aligned with your purpose and potential. A benefits package designed around you No matter where you are in your career, we offer benefits that support your financial, personal, and professional wellbeing, including a wellness program, mental health resources, a generous 401(k) match, and even pet insurance. Make an impact At Lockton, we take pride in our culture and our commitment to giving back. Our Associate Resource Groups help Associates connect, lead, and celebrate diverse perspectives while driving meaningful change. We also encourage Associates to support the causes that matter most to them through volunteering, donations, and community engagement. As a global company with strong local relationships, Lockton creates space for real‑world, client‑facing experiences. When you start your career here, we help you build a foundation that lasts. Explore your next step: connect with Lockton on Handshake and explore our website.
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</div>Making an impact: An...
<div>Fundaci&oacute;n Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child&rsquo;s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer&rsquo;s heart. Her son, Dante&rsquo;s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, &quot;a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,&rdquo; Ana says. At age 11, after a long and courageous battle, Vincente passed away. &ldquo;Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,&rdquo; Ana says. Shortly after his passing in March 2019, Vicente&rsquo;s parents founded Fundaci&oacute;n Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. &ldquo;From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,&rdquo; Ana says. &ldquo;When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.&rdquo; Ana&rsquo;s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. &ldquo;As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,&rdquo; Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. &ldquo;I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,&rdquo; she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company&rsquo;s commitment to charitable causes around the world. &ldquo;Lockton genuinely cares,&rdquo; Ana says. It&rsquo;s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundaci&oacute;n Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world&mdash;one that anyone could find themselves in one day. &ldquo;It taught me to value what I have,&rdquo; she says. &ldquo;To be more empathetic toward those going through difficult times.&quot;
</div></div></div></div><div></div><div><div><div><div>January 21, 2026
</div>Lockton recognized b...
<div>Lockton is proud to be named one of Glassdoor&rsquo;s 2026 Employees&rsquo; Choice Award winners, earning a Top 10 spot on the inaugural Consulting, Finance &amp; Insurance list and securing a place on the U.S. Large Best Places to Work list for the second year in a row. These awards come directly from the people who know us best: our Associates. Glassdoor, a global leader in workplace insights, bases its rankings solely on anonymous, voluntary employee feedback. There is no company-driven nomination or application process, just real reviews from current and former Associates over the past year. &ldquo;This recognition from Glassdoor is especially meaningful because it reflects the experiences and voices of our own people,&rdquo; said Martyn Worsley, Lockton&rsquo;s Chief People Officer. &ldquo;At Lockton, we&rsquo;ve created an environment where people are trusted, supported, and encouraged to grow - both professionally and personally. Our Associates shape our culture every day, and this recognition is a powerful reflection of the care, opportunity, and ownership mindset they experience here. We&rsquo;re building something special at Lockton, and recognition like this reinforces that we&rsquo;re on the right path.&rdquo; From career growth to meaningful work to the freedom to be yourself, our Associates continue to shape a culture that stands out. Here&rsquo;s what some Associates are saying about Lockton on Glassdoor: Excellence is at the core of their educational programs, client facing strategies and culture. It is the Mercedes Benz of global brokerage firms, and anyone fortunate enough to work with a great unit leader gains invaluable experience. Benefits, wellness program, and 401k match are competitive. Over 50 years of building a brand, a culture and a community. Well done, Lockton. -Kansas City, MO Associate Lockton is a great place to work! Family oriented, flexible schedule and great work life balance in my role. -Dallas, TX Associate Strong emphasis on employee well-being and work-life balance. Supportive team environment with approachable leadership. Beautiful office spaces and thoughtful amenities. Great benefits, including generous PTO and health coverage. Opportunity to take on diverse responsibilities and develop new skills. &ndash;Miami, FL Associate Great company with great people! Always feel empowered/supported and management consistently looking to give employees opportunity to move up. -Nashville, TN Associate When Lockton says it cares about their employees, they mean it, and they show it. Lots of pros for us to take advantage of. Management is incredible. My managers are always present, available, and attentive at all times. I feel heard, seen and appreciated. This is the best company I have ever worked for. -Hartford, CT Associate
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Client Relationship Leader Family Office -Private Risk

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