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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)
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)
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 - 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)
Managing Director – Private Equity Fund Accounting (CFO Support Services) at IQ-EQ
San Francisco, California, United States - Full Time
Skills Needed
Fund Accounting, Financial Reporting, Client Management, Audits, Tax Filings, Budgeting, Onboarding, Operational Efficiency, Microsoft Office, Quickbooks, Bill.Com, Expensify, Netsuite, Sage, Mentoring, Supervising
Specialization
Candidates should have 15+ years of experience in alternative investment management and a bachelor's degree in accounting with an active CPA license. Expertise in fund accounting and financial reporting is essential, along with proficiency in relevant software tools.
Experience Required
Minimum 10 year(s)
Managing Director – Private Equity Fund Accounting (CFO Support Services) at IQ-EQ
New York, New York, United States - Full Time
Skills Needed
Fund Accounting, Financial Reporting, Client Management, Audits, Tax Filings, Budgeting, Operational Efficiency, Mentoring, Supervising, Microsoft Office, Quickbooks, Bill.Com, Expensify, Netsuite, Sage
Specialization
Requires 15+ years of experience in alternative investment management and a bachelor's degree in accounting with an active CPA license. Deep expertise in fund accounting and financial reporting is essential, along with proficiency in various accounting tools.
Experience Required
Minimum 10 year(s)
Sales Specialist Print – End User: Private Sector MPS Specialist (WEST) at HP Law
, , Canada - Full Time
Skills Needed
Sales, Proposal Development, Client Relationship Management, Pipeline Management, Account Strategy, Business Growth, Market Trends, Organizational Navigation, Consultative Selling, C Level Engagement, Opportunity Qualification, Contractual Deal Management, Account Planning, Quarterly Business Reviews, Solution Presentation
Specialization
Candidates should have a minimum of 5 years of experience in sales or a similar role with a proven track record of achieving sales quotas. Strong understanding of market trends and experience in managing sales processes and building customer relationships are essential.
Experience Required
Minimum 5 year(s)
Sales Specialist Print – End User: Private Sector Managed Print Services-To at HP Law
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales, Client Relationship Management, Pipeline Management, Negotiation, Problem Solving, Strategic Planning, Business Management, It Strategy, Managed Services, Market Trends, Consultative Selling, Account Strategy, Expansion Opportunities, C Level Engagement, Proposal Development, Quota Achievement
Specialization
Candidates should have 4+ years of experience in sales or a similar role, with a proven track record of achieving sales quotas. Strong understanding of market trends and the ability to navigate complex organizational structures are essential.
Experience Required
Minimum 5 year(s)
Sales Specialist Print – End User: Private Sector Managed Print Services (Q at HP Law
Quebec, Quebec, Canada - Full Time
Skills Needed
Sales, Customer Relationships, Market Trends, Business Growth, Negotiation, Problem Solving, Strategic Planning, Leadership Communication, Pipeline Management, Account Strategy, Collaboration, It Strategy, Managed Services, Adaptability, Expansion Opportunities, Proposal Development
Specialization
Candidates must have a minimum of 4+ years of experience in sales, particularly in the private sector, with a proven track record of achieving sales quotas. Strong understanding of market trends and the ability to navigate complex organizational structures are essential.
Experience Required
Minimum 5 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 - 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)
J.P. Morgan Wealth Management – Private Client Advisor - Firestone, CO at JPMC Candidate Experience page
Firestone, Colorado, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Teamwork, Market Understanding, Education, Holistic View, Diversity, Business Judgement, 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 - San Gabriel, CA (a at JPMC Candidate Experience page
San Gabriel, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Technology, Investment Solutions, Teamwork, Diversity, Business Judgement, Education, Holistic View, Client Relationships, Goals Based Planning, Insurance Licensing, 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 within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA at JPMC Candidate Experience page
Beverly Hills, California, 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, 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.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire at JPMC Candidate Experience page
Palm Springs, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Teamwork, Business Judgment, Client Relationships, Goals Based Planning, Insurance Licensing, 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 within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Fresno and Bakersf at JPMC Candidate Experience page
Fresno, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Markets, Integrity, Client Education, Digital Innovations, Holistic View, Coaching
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 - West San Fernando at JPMC Candidate Experience page
Westlake Village, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Technology, Investment Solutions, Teamwork, Business Judgement, Education, Diversity, Holistic View, 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 the role.
Experience Required
Minimum 2 year(s)
Citi Private Bank, Know Your Customer Quality Assurance Ops Specialist at Citi
, , Singapore - Full Time
Skills Needed
Kyc, Aml, Compliance, Operations, Risk Management, Communication, Attention To Detail, Teamwork, Client Onboarding, Due Diligence, Project Management, Customer Service, Analytical Skills, Problem Solving, Microsoft Office, Stakeholder Management
Specialization
Candidates should have 3-6 years of experience in KYC/AML processes and demonstrate strong interpersonal and communication skills. Proficiency in Microsoft Office and the ability to manage multiple stakeholders are also required.
Experience Required
Minimum 5 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Jacksonville, FL ( at JPMC Candidate Experience page
St. Augustine, Florida, United States -
Full Time

Start Date

Immediate

Expiry Date

17 Apr, 26

Salary

0.0

Posted On

17 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

Industry

Financial Services

Description
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. 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. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity 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 Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 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 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED 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 & Co. Products not available in all states. 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. 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. Equal Opportunity Employer/Disability/Veterans Consumer & 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 – all while ranking first in customer satisfaction. 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.
Responsibilities
As a Private Client Advisor, you will provide comprehensive financial planning and advice to clients, focusing on building relationships and delivering personalized investment solutions. You will also support your teammates and foster a culture of diversity while ensuring an exceptional investor experience.
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)
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)
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 - 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)
Managing Director – Private Equity Fund Accounting (CFO Support Services) at IQ-EQ
San Francisco, California, United States - Full Time
Skills Needed
Fund Accounting, Financial Reporting, Client Management, Audits, Tax Filings, Budgeting, Onboarding, Operational Efficiency, Microsoft Office, Quickbooks, Bill.Com, Expensify, Netsuite, Sage, Mentoring, Supervising
Specialization
Candidates should have 15+ years of experience in alternative investment management and a bachelor's degree in accounting with an active CPA license. Expertise in fund accounting and financial reporting is essential, along with proficiency in relevant software tools.
Experience Required
Minimum 10 year(s)
Managing Director – Private Equity Fund Accounting (CFO Support Services) at IQ-EQ
New York, New York, United States - Full Time
Skills Needed
Fund Accounting, Financial Reporting, Client Management, Audits, Tax Filings, Budgeting, Operational Efficiency, Mentoring, Supervising, Microsoft Office, Quickbooks, Bill.Com, Expensify, Netsuite, Sage
Specialization
Requires 15+ years of experience in alternative investment management and a bachelor's degree in accounting with an active CPA license. Deep expertise in fund accounting and financial reporting is essential, along with proficiency in various accounting tools.
Experience Required
Minimum 10 year(s)
Sales Specialist Print – End User: Private Sector MPS Specialist (WEST) at HP Law
, , Canada - Full Time
Skills Needed
Sales, Proposal Development, Client Relationship Management, Pipeline Management, Account Strategy, Business Growth, Market Trends, Organizational Navigation, Consultative Selling, C Level Engagement, Opportunity Qualification, Contractual Deal Management, Account Planning, Quarterly Business Reviews, Solution Presentation
Specialization
Candidates should have a minimum of 5 years of experience in sales or a similar role with a proven track record of achieving sales quotas. Strong understanding of market trends and experience in managing sales processes and building customer relationships are essential.
Experience Required
Minimum 5 year(s)
Sales Specialist Print – End User: Private Sector Managed Print Services-To at HP Law
Mississauga, Ontario, Canada - Full Time
Skills Needed
Sales, Client Relationship Management, Pipeline Management, Negotiation, Problem Solving, Strategic Planning, Business Management, It Strategy, Managed Services, Market Trends, Consultative Selling, Account Strategy, Expansion Opportunities, C Level Engagement, Proposal Development, Quota Achievement
Specialization
Candidates should have 4+ years of experience in sales or a similar role, with a proven track record of achieving sales quotas. Strong understanding of market trends and the ability to navigate complex organizational structures are essential.
Experience Required
Minimum 5 year(s)
Sales Specialist Print – End User: Private Sector Managed Print Services (Q at HP Law
Quebec, Quebec, Canada - Full Time
Skills Needed
Sales, Customer Relationships, Market Trends, Business Growth, Negotiation, Problem Solving, Strategic Planning, Leadership Communication, Pipeline Management, Account Strategy, Collaboration, It Strategy, Managed Services, Adaptability, Expansion Opportunities, Proposal Development
Specialization
Candidates must have a minimum of 4+ years of experience in sales, particularly in the private sector, with a proven track record of achieving sales quotas. Strong understanding of market trends and the ability to navigate complex organizational structures are essential.
Experience Required
Minimum 5 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 - 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)
J.P. Morgan Wealth Management – Private Client Advisor - Firestone, CO at JPMC Candidate Experience page
Firestone, Colorado, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Teamwork, Market Understanding, Education, Holistic View, Diversity, Business Judgement, 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 - San Gabriel, CA (a at JPMC Candidate Experience page
San Gabriel, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Technology, Investment Solutions, Teamwork, Diversity, Business Judgement, Education, Holistic View, Client Relationships, Goals Based Planning, Insurance Licensing, 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 within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA at JPMC Candidate Experience page
Beverly Hills, California, 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, 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.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire at JPMC Candidate Experience page
Palm Springs, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Coaching, Digital Technology, Integrity, Education, Holistic View, Diversity, Teamwork, Business Judgment, Client Relationships, Goals Based Planning, Insurance Licensing, 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 within 60 days of starting.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Fresno and Bakersf at JPMC Candidate Experience page
Fresno, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Investment Solutions, Financial Markets, Integrity, Client Education, Digital Innovations, Holistic View, Coaching
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 - West San Fernando at JPMC Candidate Experience page
Westlake Village, California, United States - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Integrity, Financial Coaching, Digital Technology, Investment Solutions, Teamwork, Business Judgement, Education, Diversity, Holistic View, 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 the role.
Experience Required
Minimum 2 year(s)
Citi Private Bank, Know Your Customer Quality Assurance Ops Specialist at Citi
, , Singapore - Full Time
Skills Needed
Kyc, Aml, Compliance, Operations, Risk Management, Communication, Attention To Detail, Teamwork, Client Onboarding, Due Diligence, Project Management, Customer Service, Analytical Skills, Problem Solving, Microsoft Office, Stakeholder Management
Specialization
Candidates should have 3-6 years of experience in KYC/AML processes and demonstrate strong interpersonal and communication skills. Proficiency in Microsoft Office and the ability to manage multiple stakeholders are also required.
Experience Required
Minimum 5 year(s)