wealth management advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients' needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b>
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor's degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<p>Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

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

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p></p><p>
The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Associate Wealth Management Banker will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM.</p><p></p><p><b>
What will you do?</b></p><p></p><ul><li>
Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.</li><li>
Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.</li><li>
Build cash management and lending product awareness among RBC Financial Advisors.</li><li>
Serve as the key relationship manager to client associates for their clients&rsquo; cash management and lending needs</li><li>
Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.</li><li>
Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform</li><li>
Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.</li><li>
Partner with the Wealth Management Banker(s) to provide FAs and their clients cash management and lending solutions and support.</li></ul><p></p><p><b>
What do you need to succeed?</b></p><p></p><p><b>
Must-have
</b></p><ul><li>2+ years&rsquo; experience at a wealth management firm</li><li>
SIE, Series 7 and 63, or ability to obtain within 90 days</li><li>
Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.</li><li>
Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm</li><li>
Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership.</li></ul><p><b>
Nice-to-have</b></p><ul><li>
Bachelor&rsquo;s degree</li><li>
Current FINRA licensing</li><li>
Business development experience within the cash management and lending space in a wealth management context</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.</li><li>
Leaders who support your development through coaching and managing opportunities.</li><li>
Ability to make a difference and lasting impact.</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team.</li><li>
Opportunities to do challenging work.</li><li>
Opportunities to build close relationships with clients.</li></ul><p></p><p>
The expected salary range for this particular position is $85,000-$145,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p></p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p></p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p><p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
1211 6TH AVENUE:NEW YORK<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
New York<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-06-12<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Associate Wealth Management Banker

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul></div><div>
</div><p>FEDERAL DEPOSIT INSURANCE ACT:</p><p>
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.<br>
</p><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
<b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p></div>

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

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p><b>
The Purpose of Your Role</b></p><p>
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li><p>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</p></li><li><p>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</p></li><li><p>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>
Degree and/or other professional certifications such as a CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><p><b>
The Skills You Bring</b></p><ul><li><p>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><p><b>
Our Investments in You</b></p><p>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><p><b>
The Value You Deliver</b></p><p>
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future.<br>
<br>
Please note this role requires in-person attendance in the assigned Branch location.</p><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<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>

Investment Consultant - Fairlawn, OH

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.</p><p>
As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.</p><p><b>
Job Responsibilities</b></p><ul><li>
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone</li><li>
Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs</li><li>
Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions</li><li>
Document all client interactions and meeting all regulatory requirements around these activities</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment</li><li>
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states</li><li>
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment</li><li>
Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change</li><li>
Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
1 or more years of relevant retail or financial service customer service experience</li><li>
Flexibility, self-motivation, coachability, and passionate for helping people</li><li>
Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base</li></ul><p>
</p><p><b>Additional information</b></p><ul><li>
Must be able to work onsite Monday through Friday from 8:30am &ndash; 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.</li><li>
Department is open the following hours: Monday-Friday 7 AM &ndash; 8 PM EST, Saturday 8 AM &ndash; 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)</li></ul>
<b>ABOUT US</b><br>
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<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
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<b>ABOUT THE TEAM</b>
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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'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>

J.P. Morgan Wealth Management - Investment Phone Specialist

Goldman Sachs

<div><div><div><p><b>HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>You will develop financial products with direct impact on millions of consumers</li>
<li>Systems under your watch will be the primary sources of revenue for the organization</li>
<li>You build it: engineers are in control of decisions about systems they own from the first line of code written</li>
<li>You run it: engineers with assistance from global SRE guild are responsible for operation of systems they built</li>
<li>You own it: engineers do not wait for orders here. They do research, pitch projects. Great ideas are valued and implemented</li>
<li>Professional network: you will meet and collaborate with very influential people within the global organization and the entire industry</li><br>
</ul></div></div><p></p><br>
<div><div><div>We Offer Best-In-Class Benefits
</div></div><div></div><div><div><div><div><div><div>Healthcare &amp; Medical Insurance
</div><div>We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</div>
</div></div></div></div><div></div><div><div><div><div><div>Holiday &amp; Vacation Policies
</div><div>We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</div>
</div></div></div></div><div></div><div><div><div><div><div>Financial Wellness &amp; Retirement
</div><div>We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</div>
</div></div></div></div><div></div><div><div><div><div><div>Health Services
</div><div>We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</div>
</div></div></div></div><div></div><div><div><div><div><div>Fitness
</div><div>To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</div>
</div></div></div></div><div></div><div><div><div><div><div>Child Care &amp; Family Care
</div><div>We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</div>
</div></div></div></div><div></div><div><div><div><div><div>Benefits at Goldman Sachs
</div><div>Read more about the full suite of class-leading benefits our firm has to offer.</div></div></div></div></div></div></div></div><div></div>
<br><div>Opportunity Overview
<div></div><div><div><div>CORPORATE TITLEAssociate
</div></div><div></div><div><div>OFFICE LOCATION(S)Richardson
</div></div><div></div><div><div>JOB FUNCTIONSoftware Engineering
</div></div><div></div><div><div>DIVISIONAsset &amp; Wealth Management</div></div></div></div><p></p>

Asset & Wealth Management - Marcus Mobile Engineer - Associate / Vice President - Richardson

Financial Gravity

<p>Lead Planning Consultant (Remote)</p><ul><li><b>Location:</b> Remote (Hybrid option available for Austin-based candidates)</li><li><b>Job Type:</b> Full-Time</li><li><b>Schedule:</b> Monday&ndash;Friday</li><li><b>Compensation:</b> $70,000&ndash;$95,000 per year</li></ul><p><b>About Financial Gravity</b></p><p>Financial Gravity is a rapidly growing financial services organization that supports independent Advisors and their clients through comprehensive planning, operations, tax, insurance, and wealth management solutions. Our mission is to help Advisors spend more time serving clients while our team delivers the expertise, systems, and operational support needed to scale successful practices.</p><p>We foster a collaborative environment where initiative is valued, professional growth is encouraged, and team members have the opportunity to make a meaningful impact on both client outcomes and firm growth.</p><p><b>Position Overview</b></p><p>Financial Gravity is seeking an experienced Lead Planning Consultant to serve as a key resource for Advisors and clients. This role combines advanced financial planning expertise with wealth operations support and Advisor consulting. <i><b>This is not a financial analyst role, but a role centered around financial planning, tax-saving strategies, retirement planning, insurance integration, and working with advisors.</b></i></p><p>The ideal candidate will hold a <b>CFP&reg; designation or Series 65 license</b> and possess strong experience in financial planning, client relationship management, and operational workflows. This individual will help drive planning initiatives, support Advisors with complex cases, and contribute to process improvements that enhance the client experience.</p><p>This is an excellent opportunity for a planning professional who enjoys both technical financial planning and operational leadership within a growing organization.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and review comprehensive financial plans, retirement analyses, and wealth strategies</li><li>Collaborate with Advisors to identify planning opportunities and deliver client recommendations</li><li>Analyze client financial information and provide actionable planning insights</li><li>Support Advisors with investment, retirement, tax-efficient, estate, and risk management planning discussions</li><li>Assist with client onboarding, account servicing, and wealth management operational processes</li><li>Manage planning workflows and ensure timely delivery of client recommendations and reports</li><li>Serve as a resource for planning software, operational procedures, and best practices</li><li>Coordinate with internal departments including operations, insurance, tax, and compliance teams</li><li>Maintain accurate client records and documentation</li><li>Identify process improvements and operational efficiencies that support firm growth</li><li>Participate in special projects and strategic initiatives as needed</li><li>Stay current on industry trends, regulatory changes, and planning strategies</li></ul><p><b>Required Qualifications</b></p><ul><li>Series 65, Series 66, or equivalent securities licensing</li><li>Experience with RightCapital, eMoney, MoneyGuidePro, or similar planning software</li><li>Minimum 3 years of experience in financial planning, wealth management, or Advisor support</li><li>Experience working directly with Advisors and high-net-worth clients</li><li>Strong understanding of retirement planning, investment planning, tax-efficient strategies, and wealth management concepts</li><li>Exceptional organizational and project management skills</li><li>Strong written and verbal communication abilities</li><li>Ability to work independently while collaborating effectively within a remote team environment</li><li>Proficiency with CRM systems, financial planning software, and Google Workspace</li></ul><p><b>Preferred Qualifications</b></p><ul><li>CFP&reg; certification</li><li>Experience supporting Registered Investment Advisors (RIAs)</li><li>Knowledge of account opening, servicing, and wealth management operations</li><li>Insurance licensing</li><li>Bachelor's degree in Finance, Business, Economics, or a related field</li></ul><p><b>Benefits</b></p><ul><li>Competitive salary</li><li>401(k)</li><li>Health insurance</li><li>Paid time off</li><li>Stock options</li><li>Professional development opportunities</li><li>Remote work environment</li><li>Growth opportunities within a rapidly expanding organization</li></ul><p><i>Financial Gravity is an equal opportunity employer and is committed to creating a diverse and inclusive workplace for all employees.</i></p><p>Pay: $60,000.00 - $75,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Experience:</p><ul><li>Right Capital: 2 years (Preferred)</li><li>Financial planning software: 5 years (Required)</li></ul><p>License/Certification:</p><ul><li>Series 65 (Required)</li><li>CFP (Preferred)</li><li>Life and Health License (Preferred)</li></ul><p>Work Location: Remote</p>

Lead Planning Consultant (Remote Position)

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