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Senior Private Side Compliance Officer, Executive Director - Legal & Compli at Morgan Stanley
Tokyo, , Japan - Full Time
Skills Needed
Compliance, Legal, Audit, Analytical Skills, Problem Solving, Team Player, Interpersonal Skills, Bilingual Fluency, Communication Skills, Self Starter, Risk Management, Governance Framework, Training, Monitoring, Regulatory Audits, Capital Markets
Specialization
Candidates should have a minimum of 7-10 years of experience in compliance or related fields, with strong analytical and problem-solving skills. Bilingual fluency in Japanese and English is essential, along with the ability to work effectively in a team and manage multiple tasks in a fast-paced environment.
Experience Required
Minimum 10 year(s)
Private Wealth Management Business Development Associate - Bilingual: Spani at Morgan Stanley
Miami, Florida, United States - Full Time
Skills Needed
Bilingual, Client Service, Financial Services, Organizational Skills, Time Management, Team Collaboration, Detail Oriented, Interpersonal Skills, Research Skills, Marketing Strategies, Digital Tools, Client Reporting, Adaptability, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates must have 5+ years of relevant work experience and a four-year college degree or professional certification is preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required.
Experience Required
Minimum 5 year(s)
International Private Bank, Lending Advisor, Executive Director, SEA Market at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Management, Credit Solutions, Business Development, Risk Management, Financial Analysis, Client Relationship Management, Credit Documentation, Investment Strategies, Loan Structuring, Sales Experience, Negotiation Skills, Portfolio Management, Credit Risk Analysis, Derivatives Transactions, Creative Solutions, Cross Selling
Specialization
Candidates must have a bachelor's degree and a minimum of 10 years of experience in wealth management with extensive exposure to credit and loan products. Proven success in structuring complex transactions and a strong understanding of wealth management principles are essential.
Experience Required
Minimum 10 year(s)
International Private Bank, Lending Advisor, Executive Director, SEA Market at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Credit Management, Wealth Management, Financial Analysis, Business Development, Risk Management, Client Relationship Management, Loan Structuring, Credit Documentation, Sales Experience, Investment Strategies, Portfolio Management, Analytical Skills, Negotiation, Cross Selling, Compliance Procedures, Creative Solutions
Specialization
Candidates must have a bachelor's degree and a minimum of 10 years of experience in wealth management with extensive exposure to credit and loan products. Proven success in structuring complex transactions and a strong understanding of wealth management principles are essential.
Experience Required
Minimum 10 year(s)
Werkstudent (m/w/d) Backoffice Private Krankenversicherung (PKV) – 20 Std./ at CHECK24
Hamburg, , Germany - Full Time
Skills Needed
Customer Service, Documentation, Digital Processes, Teamwork, Organizational Skills, German Language Proficiency
Specialization
Candidates must be enrolled students with a focus on insurance, business, or administration, and possess strong organizational skills. They should also have excellent German language skills and a motivation to gain practical experience.
Physical Therapist - Outpatient Private Practice Clinic - San Leandro, CA at Thaïs
San Leandro, California, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
Candidates should be qualified physical therapists with a focus on outpatient care. Experience in general orthopedics is preferred.
J.P. Morgan Wealth Management – Private Client Advisor - Savannah, GA (Down at JPMC Candidate Experience page
Savannah, Georgia, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgement, Teamwork, Communication, Problem Solving, Client Relationships, Market Understanding
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL ( at JPMC Candidate Experience page
St. Augustine, Florida, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Market Understanding, Business Judgement, Client Education, Diversity, Holistic View, Technology, Communication, Problem Solving
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role or equivalent, along with a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
Physical Therapist - Outpatient Private Practice Clinic - Mashpee, MA at Thaïs
Mashpee, Massachusetts, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
Candidates should be qualified physical therapists with a focus on outpatient care. Experience in orthopedics is preferred but not explicitly required.
Physical Therapist - Outpatient Private Practice Clinic - San Jose, CA at Thaïs
San Jose, California, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork, Time Management
Specialization
The job does not specify particular requirements, but it is implied that a relevant degree and licensure in physical therapy are necessary. Experience in outpatient settings may be preferred.
Physical Therapist - Outpatient Private Practice Clinic - Richmond, RI at Thaïs
Richmond, Rhode Island, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
The job does not specify particular requirements, but it is implied that relevant qualifications and experience in physical therapy are necessary. The position is suitable for entry-level candidates or those with minimal experience.
Versicherungskaufmann / Berufseinsteiger (m/w/d) Kundenservice private Kran at CHECK24
Hamburg, , Germany - Full Time
Skills Needed
Customer Service, Communication, Digital Tools, E Commerce Processes, Problem Solving, Team Collaboration, Adaptability, Learning Orientation
Specialization
Candidates should have completed their training in the insurance sector. A customer-oriented and communicative approach is essential, along with a willingness to learn and develop professionally.
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield and Nort at JPMC Candidate Experience page
Deerfield, Illinois, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgement, Teamwork, Communication, Client Relationships, Goal Based Planning, Insurance Licensing
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Savannah, GA (Down at JPMC Candidate Experience page
Savannah, Georgia, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Market Understanding, Diversity, Teamwork, Holistic View, Business Judgment, Client Relationships, Goals Based Planning, Insurance Licensing
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL ( at JPMC Candidate Experience page
St. Augustine, Florida, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Communication, Market Understanding, Business Judgement, Education, Technology, Diversity, Client Relationships, Holistic View
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield and Nort at JPMC Candidate Experience page
Deerfield, Illinois, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgment, Teamwork, Communication, Goal Oriented, Client Relationships, Market Understanding
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role or equivalent financial services experience, along with a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Client Acquisition, Communication, Team Orientation, Diversity And Inclusion, Regulatory Compliance, Problem Solving, Advisory Skills, Sales, Banking Knowledge, Self Service Options, Networking, Time Management, Attention To Detail
Specialization
Candidates must have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, along with compliance with various regulatory requirements.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Advice, Client Acquisition, Team Collaboration, Communication Skills, Regulatory Compliance, Problem Solving, Sales Skills, Diversity And Inclusion, Self Service Options, Financial Products, Banking Procedures, Time Management, Attention To Detail, Networking
Specialization
Candidates should have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, and candidates must comply with various regulatory requirements.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Edison/Piscataway at JPMC Candidate Experience page
Edison, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgment, Team Support, Client Relationships, Goals Based Planning, Insurance Licensing, Investment Products
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Pasadena, CA (area at JPMC Candidate Experience page
Pasadena, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Communication, Market Understanding, Client Education, Diversity, Holistic View, Technology, Business Judgement, Goal Oriented
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required, along with a commitment to goals-based planning.
Experience Required
Minimum 2 year(s)
Senior Private Side Compliance Officer, Executive Director - Legal & Compli at Morgan Stanley
Tokyo, , Japan -
Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

0.0

Posted On

07 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Compliance, Legal, Audit, Analytical Skills, Problem-Solving, Team Player, Interpersonal Skills, Bilingual Fluency, Communication Skills, Self-Starter, Risk Management, Governance Framework, Training, Monitoring, Regulatory Audits, Capital Markets

Industry

Financial Services

Description
About the Role Senior Private Side Compliance officer will be based in Tokyo and will report directly to the Head of Japan Private Side Compliance. Key Responsibilities The senior Private Side Compliance officer will be responsible for supporting the Head of Japan Private Side Compliance in leading a team to provide effective oversight of the Private Side Compliance Program by bringing a strategic focus to end-to-end process oversight, driving effective and efficient compliance with relevant regulations, policies and standards, underpinned by a strong governance framework. The senior Private Side Compliance officer will also be responsible for executing the following key compliance functions for Private Side business areas and Research businesses in Japan, which includes Investment Banking Division, Global Capital Markets Division and Research Division: Advise and challenge the private side businesses and Research with respect to the Morgan Stanley Code of Conduct, relevant compliance policies and procedures and relevant laws, rules and regulations, related to their day to day businesses; Develop, implement, maintain and enforce a Compliance program, including policies and procedures, training, testing and monitoring, as required by or appropriate in light of the laws, regulations and policies governing their operations; Liaise with business leads, risk managers, and global colleagues to ensure accurate identification of risks, determine appropriate risk mitigants and implement appropriate controls from a Compliance perspective; Monitor changes in laws and regulations applicable to the relevant business areas, and effectively communicate updates to various stakeholders; Handle regulatory audits and internal investigations/audits and address issues as appropriate, including timely escalation to senior management; Participate in review and approval of new products raised from the relevant business areas. Skills required (essential) Minimum of 7-10 years of relevant experience in compliance, legal, audit or other control function covering institutional securities businesses, with experience in capital markets transactions, preferably at a large-complex financial institution. Strong analytical and problem-solving skills and the ability to provide viable solutions in a time-sensitive environment. Ability to work as a team player with a variety of senior and junior colleagues and counterparties (local, regional and global, and within and outside of Compliance); Ability to develop, foster and maintain effective working relationships with diverse groups of people within the organization as well as with external stakeholders and vendors. Capacity to prioritize in a fast moving, constantly changing environment to handle multiple tasks simultaneously and work under fast-paced working environment; Bilingual fluency in Japanese and English, and excellent written and verbal communication skills; Highly-motivated self-starter able to work independently while collaborating and coordinating as part of a global program; and Strong interpersonal skill and experience in working with teams on discrete projects of varying complexity. Skills desired (preferred) Experience in compliance or legal functions with experience in M&A and/or capital markets transactions; Practiced law, including advising on capital markets and/or M&A transactions; Worked in a multinational organization and/or has experience working with overseas business partners and clients; and/or Experience in handling Japanese regulatory exams and inquiries. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Responsibilities
The Senior Private Side Compliance Officer will support the Head of Japan Private Side Compliance in overseeing the Private Side Compliance Program and ensuring compliance with relevant regulations. Key functions include advising private side businesses, developing compliance programs, and handling regulatory audits.
Senior Private Side Compliance Officer, Executive Director - Legal & Compli at Morgan Stanley
Tokyo, , Japan - Full Time
Skills Needed
Compliance, Legal, Audit, Analytical Skills, Problem Solving, Team Player, Interpersonal Skills, Bilingual Fluency, Communication Skills, Self Starter, Risk Management, Governance Framework, Training, Monitoring, Regulatory Audits, Capital Markets
Specialization
Candidates should have a minimum of 7-10 years of experience in compliance or related fields, with strong analytical and problem-solving skills. Bilingual fluency in Japanese and English is essential, along with the ability to work effectively in a team and manage multiple tasks in a fast-paced environment.
Experience Required
Minimum 10 year(s)
Private Wealth Management Business Development Associate - Bilingual: Spani at Morgan Stanley
Miami, Florida, United States - Full Time
Skills Needed
Bilingual, Client Service, Financial Services, Organizational Skills, Time Management, Team Collaboration, Detail Oriented, Interpersonal Skills, Research Skills, Marketing Strategies, Digital Tools, Client Reporting, Adaptability, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates must have 5+ years of relevant work experience and a four-year college degree or professional certification is preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required.
Experience Required
Minimum 5 year(s)
International Private Bank, Lending Advisor, Executive Director, SEA Market at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Management, Credit Solutions, Business Development, Risk Management, Financial Analysis, Client Relationship Management, Credit Documentation, Investment Strategies, Loan Structuring, Sales Experience, Negotiation Skills, Portfolio Management, Credit Risk Analysis, Derivatives Transactions, Creative Solutions, Cross Selling
Specialization
Candidates must have a bachelor's degree and a minimum of 10 years of experience in wealth management with extensive exposure to credit and loan products. Proven success in structuring complex transactions and a strong understanding of wealth management principles are essential.
Experience Required
Minimum 10 year(s)
International Private Bank, Lending Advisor, Executive Director, SEA Market at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Credit Management, Wealth Management, Financial Analysis, Business Development, Risk Management, Client Relationship Management, Loan Structuring, Credit Documentation, Sales Experience, Investment Strategies, Portfolio Management, Analytical Skills, Negotiation, Cross Selling, Compliance Procedures, Creative Solutions
Specialization
Candidates must have a bachelor's degree and a minimum of 10 years of experience in wealth management with extensive exposure to credit and loan products. Proven success in structuring complex transactions and a strong understanding of wealth management principles are essential.
Experience Required
Minimum 10 year(s)
Werkstudent (m/w/d) Backoffice Private Krankenversicherung (PKV) – 20 Std./ at CHECK24
Hamburg, , Germany - Full Time
Skills Needed
Customer Service, Documentation, Digital Processes, Teamwork, Organizational Skills, German Language Proficiency
Specialization
Candidates must be enrolled students with a focus on insurance, business, or administration, and possess strong organizational skills. They should also have excellent German language skills and a motivation to gain practical experience.
Physical Therapist - Outpatient Private Practice Clinic - San Leandro, CA at Thaïs
San Leandro, California, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
Candidates should be qualified physical therapists with a focus on outpatient care. Experience in general orthopedics is preferred.
J.P. Morgan Wealth Management – Private Client Advisor - Savannah, GA (Down at JPMC Candidate Experience page
Savannah, Georgia, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgement, Teamwork, Communication, Problem Solving, Client Relationships, Market Understanding
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL ( at JPMC Candidate Experience page
St. Augustine, Florida, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Market Understanding, Business Judgement, Client Education, Diversity, Holistic View, Technology, Communication, Problem Solving
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role or equivalent, along with a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
Physical Therapist - Outpatient Private Practice Clinic - Mashpee, MA at Thaïs
Mashpee, Massachusetts, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
Candidates should be qualified physical therapists with a focus on outpatient care. Experience in orthopedics is preferred but not explicitly required.
Physical Therapist - Outpatient Private Practice Clinic - San Jose, CA at Thaïs
San Jose, California, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork, Time Management
Specialization
The job does not specify particular requirements, but it is implied that a relevant degree and licensure in physical therapy are necessary. Experience in outpatient settings may be preferred.
Physical Therapist - Outpatient Private Practice Clinic - Richmond, RI at Thaïs
Richmond, Rhode Island, United States - Full Time
Skills Needed
Physical Therapy, Patient Care, Orthopedics, Communication, Teamwork
Specialization
The job does not specify particular requirements, but it is implied that relevant qualifications and experience in physical therapy are necessary. The position is suitable for entry-level candidates or those with minimal experience.
Versicherungskaufmann / Berufseinsteiger (m/w/d) Kundenservice private Kran at CHECK24
Hamburg, , Germany - Full Time
Skills Needed
Customer Service, Communication, Digital Tools, E Commerce Processes, Problem Solving, Team Collaboration, Adaptability, Learning Orientation
Specialization
Candidates should have completed their training in the insurance sector. A customer-oriented and communicative approach is essential, along with a willingness to learn and develop professionally.
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield and Nort at JPMC Candidate Experience page
Deerfield, Illinois, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgement, Teamwork, Communication, Client Relationships, Goal Based Planning, Insurance Licensing
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Savannah, GA (Down at JPMC Candidate Experience page
Savannah, Georgia, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Market Understanding, Diversity, Teamwork, Holistic View, Business Judgment, Client Relationships, Goals Based Planning, Insurance Licensing
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL ( at JPMC Candidate Experience page
St. Augustine, Florida, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Communication, Market Understanding, Business Judgement, Education, Technology, Diversity, Client Relationships, Holistic View
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield and Nort at JPMC Candidate Experience page
Deerfield, Illinois, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgment, Teamwork, Communication, Goal Oriented, Client Relationships, Market Understanding
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role or equivalent financial services experience, along with a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required or must be obtained within 60 days of starting the role.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Client Acquisition, Communication, Team Orientation, Diversity And Inclusion, Regulatory Compliance, Problem Solving, Advisory Skills, Sales, Banking Knowledge, Self Service Options, Networking, Time Management, Attention To Detail
Specialization
Candidates must have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, along with compliance with various regulatory requirements.
Experience Required
Minimum 2 year(s)
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Advice, Client Acquisition, Team Collaboration, Communication Skills, Regulatory Compliance, Problem Solving, Sales Skills, Diversity And Inclusion, Self Service Options, Financial Products, Banking Procedures, Time Management, Attention To Detail, Networking
Specialization
Candidates should have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, and candidates must comply with various regulatory requirements.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Edison/Piscataway at JPMC Candidate Experience page
Edison, New Jersey, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Business Judgment, Team Support, Client Relationships, Goals Based Planning, Insurance Licensing, Investment Products
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health and Long Term Care Insurance license is also required within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Pasadena, CA (area at JPMC Candidate Experience page
Pasadena, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Innovations, Investment Solutions, Teamwork, Communication, Market Understanding, Client Education, Diversity, Holistic View, Technology, Business Judgement, Goal Oriented
Specialization
Candidates must have at least 2 years of experience in a Financial Advisor role and possess a valid Series 7 and Series 66 license. A Life, Health, and Long Term Care Insurance license is also required, along with a commitment to goals-based planning.
Experience Required
Minimum 2 year(s)