U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase
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. 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 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 About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world'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. 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' 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About The Team J.P. Morgan Asset & 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. #J-18808-Ljbffr JPMorganChase
- ...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
- U.S. Private Bank - Private Banker - Vice President or Executive Director Walnut Creek, CA, United States Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to...SuggestedTemporary workWork experience placementLocal area
$27 - $41 per hour
..."to grow your career" in the U.S. Join us! About this role: Wells... ...is seeking a Relationship Banker (SAFE) to join our National Branch... ...point of contact for everyday banking needs, products and services... .... They are accountable for execution of all applicable risk programs...SuggestedTemporary workWork experience placementImmediate start$23 - $31 per hour
..."to grow your career" in the U.S. Join us! About this role: Wells... ...a Roving Associate Personal Banker (SAFE) to join our National... ...customers by supporting everyday banking needs through in‑branch... ...company. They are accountable for execution of all applicable risk programs...SuggestedWork experience placementFlexible hours$45.9k - $75.9k
...identify financial solutions and preferred banking channels while recommending tailored... ...applying our Risk Management Framework in the execution of your role, in line with our Risk... ...skills - Good. Additional Requirements for U.S. Applicants This position will act as an...SuggestedLocal areaImmediate startDay shift$45.9k - $75.9k
...480 Shattuck Ave.Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture... ...Analytical and problem solving skills - Good.U.S. Only: This position will act as an...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California... ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...law.**** **Responsibilities:** + Executes the bank's risk culture and strives for operational...Work at officeFlexible hoursShift workWeekend workDay shift
$43.68k - $69.9k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...all roles within this pay grade across the U.S. Individual salaries within this range will...Work experience placementWork at office$22.27 - $33.43 per hour
RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class... ...segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and...Hourly payRemote work$63.3k - $117.2k
...team members to deliver a comprehensive banking solution in the best interest of the customer... ...of solutions. Supports the execution of strategic initiatives in collaboration... ...know the nature of your request and your contact information. #J-18808-Ljbffr BMO U.S.Local area- ...offering a unique brand of relationship banking and fostering a culture where... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of... ...+ years of experience as an investment executive, financial advisor, certified financial...Immediate start
$500 per month
...Columbia Bank is seeking a senior Middle Market Banking leader in Walnut Creek, CA to manage a $500–$800MM portfolio, lead a team of relationship managers, and set market strategy aligned with the bank’s goals. Requires 4–7 years in middle market lending and management...- ...Private Client Advisor II Walnut Creek, California;Palo Alto, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...Work at officeShift workDay shift
- ...conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
- ...Retail Personal Banker I Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing...Work experience placementWork at office
$70.35k - $205.8k
...Key responsibilities of the Investment Banking Management Consulting Consultant may include... ...Assist and collaborate with senior leaders to execute large-scale, complex transformation... ...more information on our benefits here: U.S. Employee Benefits | Accenture ( Role...Work experience placementLive inWork at officeLocal area$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- ...Retail Personal Banker I Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing...Work experience placementWork at office
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement....Work at officeLocal area- ...Executive Director About the Company Mission-driven organization planning & sustaining... ...stakeholders, including public agencies, private landowners, elected officials,... ...for this position. Functions CEO/President Non-Profit Management...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common... ...relationships with one out of two households in the U.S. to help eventually grow your business.... ...in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$94.4k - $293.8k
...Key responsibilities of the Investment Banking Consulting Manager may include: Lead and... ...Experience managing and influencing senior and executive client stakeholders across Front Office,... ...information on our benefits here: U.S. Employee Benefits | Accenture ( Role...Live inWork at officeLocal area$20 per hour
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors Basic knowledge of local, state and national laws...Temporary workLocal areaRemote work3 days per week$25 - $31.37 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Vice President of Product About the Company Innovative provider of change order communication... ...Computer Software Type Privately Held, VC-backed Founded 2018... ...President of Product to spearhead the execution of its product strategy and lead the next...Contract work
$50.03k - $65.27k
...The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer... ...Execute financial transactions in accordance with bank policies and procedures Refer...Hourly payFull timePart time- ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management,... ...teammates’ success and the goals of the bank, while fostering a culture of diversity... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth...
$160k - $200k
...Area Ridge Trail Council seeks an experienced, collaborative Executive Director to guide completion, activation, and stewardship of a world‑... ...vision, building partnerships across public agencies, private landowners, elected officials, community organizations, land...Full timeSummer workWork at office
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