senior private client advisor

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

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
Job Profile Summary</p><p>
Provide strategic leadership for the achievement of business unit objectives in line with Fidelity&rsquo;s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty.</p><p>
Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>
A sound understanding of the Broker/Dealer and RIA marketplace</li><li>
Bachelor&rsquo;s Degree required</li></ul><p><b>
The Purpose of Your Role</b></p><p>
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p><b>
The Skills You Bring</b></p><ul><li>
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul><p><b>
Note: Fidelity is not providing immigration sponsorship for this position</b></p><p><b>
The Value You Deliver</b></p><ul><li>
You are helping families grow and protect their assets by:</li><li>
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>
Developing a comprehensive wealth and financial plan intended to organize the client&rsquo;s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul><p><b>
How Your Work Impacts the Organization</b></p><p>
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

VP, Private Wealth Management Advisor - Charlotte, NC

Arcsen

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

Senior Client Advisor, Consulting

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

KeyBank

<div><p><b>Location:</b></p>
13802 Pacific Avenue - Tacoma, Washington 98444-4635<p></p><p><b>
Job Summary</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
<br>
<b>Essential Functions</b></p><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.</li><li>
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.</li><li>
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).</li><li>
Developing strong partnerships with branch teammates and line of business partners through in-person meetings&ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.</li><li>
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.</li><li>
Support of branch operations including assisting with client transactions on the Teller line as needed.</li><li>
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><p><b><br>
Education</b></p><ul><li>
High School Diploma , GED, or equivalent experience (required) or</li><li>
Bachelor's Degree (preferred)</li></ul><p><b><br>
Work Experience</b></p><ul><li>
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)</li><li>
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)</li><li>
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)</li><li>
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)</li><li>
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)</li></ul><p><b><br>
Licenses and Certifications</b></p><ul><li>
FINRA License S6 Upon Hire (required)</li><li>
FINRA License S63 Upon Hire (required)</li><li>
FINRA Security Industry Essentials (SIE) Upon Hire (required)</li><li>
Life and Health Insurance Licenses Upon Hire (required)</li></ul><p><b><br>
Skills</b></p><ul><li>
Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.</li><li>
Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.</li><li>
Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.</li><li>
Actively identifying and developing new client relationships through prospecting and networking.</li><li>
Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.</li><li>
Staying updated with market trends and analyzing market conditions to provide informed financial advice.</li></ul><p><b><br>
Core Competencies</b></p><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul><p><b><br>
Physical Demands</b></p><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><p><b><br>
Driving Requirements</b></p><ul><li>
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.</li></ul><p><b><br>
Work Location Category</b></p><p></p><ul><li>
Branch</li></ul><p></p><p>
COMPENSATION AND BENEFITS</p>
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.<p>
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.</p><p></p><p>
Please click here for a list of benefits for which this position is eligible.</p><p></p>
Job Posting Expiration Date: 05/29/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.<p></p><p>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</p></div>

Licensed Private Client Banker

<div><p><b>Location:</b></p>
481 Buckland Road - South Windsor, Connecticut 06074<p></p><b>
Job Summary</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
<br>
<b>Essential Functions</b><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.</li><li>
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.</li><li>
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).</li><li>
Developing strong partnerships with branch teammates and line of business partners through in-person meetings&ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.</li><li>
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.</li><li>
Support of branch operations including assisting with client transactions on the Teller line as needed.</li><li>
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><br>
<b>
Education</b><ul><li>
High School Diploma , GED, or equivalent experience (required) or
</li><li>Bachelor's Degree (preferred)
</li></ul><br>
<b>Work Experience</b><ul><li>
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
</li><li>Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
</li><li>Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
</li><li>Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
</li><li>Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
</li><li>Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
</li><li>Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
</li></ul><br>
<b>Licenses and Certifications</b><ul><li>
FINRA License S6 Upon Hire (required)
</li><li>FINRA License S63 Upon Hire (required)
</li><li>FINRA Security Industry Essentials (SIE) Upon Hire (required)
</li><li>Life and Health Insurance Licenses Upon Hire (required)
</li></ul><br>
<b>Skills</b><ul><li>
Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.</li><li>
Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.</li><li>
Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.</li><li>
Actively identifying and developing new client relationships through prospecting and networking.</li><li>
Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.</li><li>
Staying updated with market trends and analyzing market conditions to provide informed financial advice.</li></ul><br>
<b>
Core Competencies</b><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.
</li></ul><br>
<b>Physical Demands</b><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><br>
<b>
Driving Requirements</b><ul><li>
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.</li></ul><br>
<b>
Work Location Category</b><br>
<ul><li>
Branch</li></ul><p></p><p>
COMPENSATION AND BENEFITS</p>
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.<p></p><p>
Please click here for a list of benefits for which this position is eligible.</p><p></p>
Job Posting Expiration Date: 05/29/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.<p></p><p>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</p></div>

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