U.S. Private Bank - Private Banker - Vice President or Executive Director
CFA Institute
Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr
- ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
$10 per hour
...As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business... ...products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial...SuggestedWork experience placementWork at office- ...related to budget processes for assigned areas. Oversees acquisition bank product evaluations for product alignment and implementation. Collaborates closely with Regional and Market Presidents to ensure support areas of the bank are performing as expected to...Suggested
$43.89k - $150k
...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer...SuggestedFull timeTemporary workLocal areaFlexible hours$225k - $325k
...advancement of eye health in the future. The Executive Director, Specialty Vision Products (SVP) is a... ...Products business. Reporting to the president, global Vision Care, this role provides... ...disability, or veteran status. For U.S. locations that require disclosure of...SuggestedTemporary workLocal areaRemote workWork visa- ...identify risk issues and potential fraud. Comply with bank policies and procedures, regulatory requirements,... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at office
$61k - $119k
...member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at...Full timeContract workFor contractorsWork at office- ...processing of financial transactions in a retail banking environment. Often serving as the first point of... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at officeMonday to FridayNight shift
- ...Position Summary This position reports to the Senior Commercial & Private Banking Officer/Market Leader, and responsibilities include generating new Commercial & Private Banking customer relationships, evaluating, authorizing, or recommending approval of commercial real...
- ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office... ...customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Group Sales Manager or Market President, the Commercial Portfolio... ...Adhering to the guidance of bank policy and standards, this position... .... Promptly notifies the Director of Portfolio Management and... ...Banking, Equipment Finance, Private Banking, etc. Annual involvement...Work at officeLocal area
$70k - $80k
...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities...Work at officeRemote work- ...Mortgage Banker Job ID 2026-15052 Job Locations US-LA-Baton Rouge Overview The Mortgage Banker will be responsible... ...for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated...Contract workWork at officeLocal areaImmediate startWork from home1 day per week
- ..., and adhering to budgets and ensuring compliance with departmental budget initiatives. Reports budget concerns/deviations to the Executive Management / GM. Enthusiastically supports, actively promotes, and demonstrates superior customer service in accordance with department...Work at officeLocal areaNight shift
$43.89k - $150k
...Regions Financial Corporation in Baton Rouge, Louisiana is seeking a Financial Advisor to build a portfolio of bank customers. This position entails providing comprehensive investment solutions and maintaining strong client relationships. Candidates should have a High...Flexible hours- ...Banking Services Teller And Personal Banker Provides personalized banking services to financial institution customers by performing the duties of a Teller and Personal Banker. Essential Duties and Responsibilities Include the following. Other duties may be assigned...Night shift
- ...Horizon Talent Acquisition Director Role summary Lead... .... Oversee executive and niche hiring with structured... ...in Memphis, TN, the banking subsidiary First Horizon... ...across the southern U.S. The Company and its... ...subsidiaries offer commercial, private banking, consumer,...
- ...and a commitment to exceptional client service. Specific Job Functions Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts. Develops strong working...Bank staff
- ...Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide... ...merchandise containers, two-wheel dollies, and U-boats (six-wheel carts). Frequent and... .../providing own transportation to make bank deposits and occasionally to attend management...Full timeWork experience placementSeasonal workWork at office
$200k - $250k
...solutions for payer and partner audiences. The VP will partner closely with Operations, Clinical, Finance, Legal, Strategy, and executive leadership teams to evaluate opportunities, influence enterprise priorities, and drive strategic growth initiatives in a highly...Work from home$91.7k - $163.7k
...Executive Director Explore opportunities with Heart of Hospice, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best...Minimum wageFull timeWork experience placementLocal areaImmediate start$249.97k - $388.13k
...Position Summary: The Executive Director, Global Value Evidence Lead, is a strategic leader responsible for driving the global value evidence... ...process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered...Temporary workLocal areaFlexible hours$1,000 per month
...and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set... ...Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$91.7k - $163.7k
...we serve. Find a home for your career here. Join us and embrace a culture of Caring. Connecting. Growing together. As the Executive Director, you will serve as the Administrator of the entire home health provider and is responsible for the oversight of the day-to-...Minimum wageFull timeWork experience placementLocal areaImmediate start$55k - $70k
...company specializing in the maintenance, sales, and management of private and corporate aircraft. Based in Baton Rouge, Louisiana, our... ...bills and maintain accurate accounts payable records Reconcile bank and credit card accounts Maintain accurate records in QuickBooks...Full timeRelocationMonday to FridayDay shift$101.23k - $172.36k
...meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys...Remote work$193.6k - $414.4k
...human, you’ve come to the right place. The Physician Informatics Executive supports Federal and Commercial clients advancing clinical... ...difference for providers and patients. Disclaimer: Certain U.S. based or U.S. customer or client-facing roles may be required...Temporary workWork experience placementFlexible hours$50k
...100 years of history. We\'re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight... ...financial advisors across the U.S. and Canada, we\'re proud to be privately-owned, placing the focus on our clients rather than shareholder...Work at officeWork from homeHome officeFlexible hours- ...development opportunities; and employee discounts. EEO & Legal Notice LSU is an Equal Opportunity Employer. All candidates must have valid U.S. work authorization at the time of hire and maintain that valid work authorization throughout employment. Changes in laws,...Work at officeFlexible hours
$126.2k - $264.1k
...maintain strong relationships with key clinical teams. Deliver executive briefings on regulatory and policy impacts. Advise senior... ...Healthcare/Health Management background Disclaimer: Certain U.S. based or U.S. customer or client-facing roles may be required...Temporary workFlexible hours
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