senior wealth advisor

AllianceBernstein

<div>What You&rsquo;ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients&rsquo; inner circle, the Wealth Advisor intimately understands each client&rsquo;s values, lifestyle and philanthropic goals. They connect clients to the firm&rsquo;s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients&rsquo; financial well-being while standing out among a crowded field.
What We&rsquo;re Looking For:
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:<ul><li>
Entrepreneurial Spirit</li><li>
Intellectual Curiosity</li><li>
High Emotional Quotient (&quot;EQ&quot;)</li><li>
Determination and Relentless Drive for Success</li><li>
Spirit of Generosity in Working With and Within Their Community</li><li>
Excellent Interpersonal and Communication Skills</li><li>
Structure and Discipline</li></ul>
...and the following qualifications:<ul><li>
An existing network that can be continuously cultivated and expanded within the community</li><li>
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors</li><li>
Comfortable interacting with individuals of significant wealth</li><li>
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions</li><li>
Trustworthiness and personal integrity that is beyond reproach</li><li>
Strong academic credentials</li><li>
A passion for investing and for people</li></ul>
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for&mdash;and living with&mdash;the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients&rsquo; values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
What We Stand For:
TRUSTWORTHINESS&mdash;We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION&mdash;We&rsquo;re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK&mdash;We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY&mdash;We are committed to building a culture of diverse perspectives &ndash; one where all employees feel valued and are treated fairly.
COMMUNITY&mdash;We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY&ndash;We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm&rsquo;s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn&rsquo;t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla
Stamford, Connecticut</div>

Bernstein Wealth Advisor

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Associate Wealth Advisor (Pacific Time Zone)

Vanguard

<div><div>Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized by shaping client engagement strategies, coaching through complexity, and influencing how a wealth management business evolves? Are you looking for a leadership role where your judgment, perspective, and ability to develop others truly matter?
As a UHNW Wealth Advisor, Senior Manager you&rsquo;ll lead a team of Senior Wealth Advisors serving high‑net‑worth clients with $5M&ndash;$15M in managed assets. Vanguard&rsquo;s Wealth Management business stands apart through its client‑first ownership structure, long‑term investment philosophy, and ability to deliver a suite of solutions including planning, investments, estate planning and trust solutions, private equity, and more.
In this role, you&rsquo;ll bring that differentiated offer to life by coaching advisors, strengthening client relationships, and shaping how advisors engage their clients and manage their books of business. You&rsquo;ll partner closely across Wealth Management to influence strategy, elevate the client experience, and develop advisors who are confident, thoughtful, and deeply trusted by the families they serve.
This role is based in our Dallas, Texas office, follows a hybrid working model, and offers relocation assistance for candidates who live 50+ miles away.
Responsibilities:<ul><li>
Coach and support a team of Senior Wealth Advisors in the Dallas office, helping them strengthen financial planning capabilities, deepen client relationships, and navigate complex client needs.</li><li>
Partner with advisors to thoughtfully design and execute client and book‑of‑business strategies that strengthen relationships, improve retention, and support sustainable growth through referrals and net new assets.</li><li>
Use strong financial planning and capital markets acumen to help advisors translate market conditions and client goals into clear, practical strategies.</li><li>
Expand the impact of Vanguard&rsquo;s new regional wealth management model with strategies that create high-impact virtual interactions as well as select in-person gestures and client engagements.</li><li>
Share insights from advisor and client experiences to help shape broader Wealth Management strategy and continuously improve how we serve clients.</li><li>
Navigate ambiguity with confidence, leveraging your network and resources to get up to speed quickly, while building community, sharing perspectives, and leading in a way that&rsquo;s authentic to you.</li></ul>
Qualifications:<ul><li>
Demonstrated experience leading and developing financial advisors or other client‑facing professionals, supported by 8+ years of related financial services or advisory experience and a strong ability to coach, mentor, and elevate performance through consultative growth.</li><li>
Deep financial planning and capital markets expertise, with the judgment and confidence to guide advisors and engage with clients through complex planning and investment decisions.</li><li>
Proven ability to strengthen client relationships and guide thoughtful book‑of‑business strategies that drive strong, long‑term client outcomes.</li><li>
Strategic thinking and business acumen, with the ability to contribute to client and business strategy and influence how the Wealth Management business evolves.</li><li>
A self‑directed leadership approach, with comfort operating in ambiguity, learning quickly, and leveraging relationships and resources to move work forward.</li><li>
Strong communication and influence skills, with the ability to partner across teams and lead through change with clarity and empathy.</li><li>
Bachelor&rsquo;s degree or equivalent combination of education and experience; advanced degrees welcomed.</li><li>
Certified Financial Planner (CFP&reg;) designation preferred.</li><li>
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.</div></div>

Senior Manager, UHNW Wealth Advisors

JPMorganChase

<div>JOB DESCRIPTION 
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications
<ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>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.
<div>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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

<div>JOB DESCRIPTION 
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients and drive advisor productivity.
As a Product Manager on the Wealth Plan Advisor Experience team you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle for wealth management advisor planning tools. You are responsible for acting as the voice of the customer and developing profitable products that provide customer value. You guide the successful launch of products &amp; features, gather crucial feedback, and ensure top-tier user experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. 
<div><div>Job responsibilities</div><div><ul><li>
Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery</li><li>
Considers and plans for upstream and downstream implications of new product features on the overall product experience</li><li>
Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers</li><li>
Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle</li><li>
Writes the requirements, epics, and user stories to support product development
</li></ul></div><div>Required qualifications, capabilities, and skills</div><div><ul><li>
3+ years of experience or equivalent expertise in product management or a relevant domain area</li><li>
Proficient knowledge of the product development life cycle</li><li>
Experience in product life cycle activities including discovery and requirements definition</li><li>
Developing knowledge of data analytics and data literacy</li></ul></div><div>
</div></div><div></div>To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase &amp; Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT). 
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<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> 
 
</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 - Senior Product Associate

<div>JOB DESCRIPTION 
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:<ul><li>
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.</li><li>
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments</li><li>
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning &amp; Advice, Goal Based planning, liabilities planning, banking &amp; lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite</li><li>
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings</li><li>
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm</li><li>
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings</li></ul>
Required qualifications, capabilities, and skills:<ul><li>
Bachelor's degree or equivalent experience
</li><li>Series 7 &amp; 66 licenses upon hire or must successfully obtain within 180 days from start date</li><li>
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
</li><li>Proactively identify and deliver appropriate solutions that address the needs of our clients</li><li>
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations</li></ul>
Preferred qualifications, capabilities, and skills:
<ul><li>Able to adapt and stay abreast of changing technology and regulatory policies
</li><li>Highly proficient user of Word, PowerPoint, and Excel</li></ul>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<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> 
 
</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 Advisors - Senior Client Associate - Palm Beach Gardens, FL

<div>JOB DESCRIPTION 
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients&rsquo; specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:<ul>
<li>Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures</li>
<li>Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments</li>
<li>Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning &amp; Advice, Goal Based planning, liabilities planning, banking &amp; lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite</li>
<li>Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings</li>
<li>Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm</li>
<li>Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings</li></ul>
Required qualifications, capabilities, and skills:<ul>
<li>Bachelor's degree or equivalent experience
</li><li>Series 7 &amp; 66 licenses upon hire or must successfully obtain within 180 days from start date</li>
<li>Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
</li><li>Proactively identify and deliver appropriate solutions that address the needs of our clients</li>
<li>Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations</li></ul>
Preferred qualifications, capabilities, and skills:<ul>
<li>Able to adapt and stay abreast of changing technology and regulatory policies
</li><li>Highly proficient user of Word, PowerPoint, and Excel</li></ul> 
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<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> 
 
</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 Advisors - Senior Client Associate - White Plains, NY

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