10 financial solutions advisor jobs found

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and sales...

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and...

At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care. Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.   We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team. This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs.   The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.     The role involves designing and implementing innovative...

As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.   JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking . J.P. Morgan Asset & Wealth...

  JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies—equity, fixed income, cash management, currency, asset allocation, and alternative asset classes—allows investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally...

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.   Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P. Morgan Workplace Solutions team.  The role leads the strategy that converts stock plan key moments (e.g. RSU vestings)...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a...

Join our dynamic Multi Asset Solutions Global Retirement team focused on the rapidly expanding defined contribution market—an area experiencing tremendous growth and strategic attention across the firm. Job Summary:  As an Investment Specialist (Global Retirement) – Program Associate in the Asset Management Multi-Asset Solutions (Retirement) team, you will support the Global Retirement business ($175 billion in assets under supervision) through a blend of client-facing, analytical, and reporting work. You will have the opportunity to engage with capital markets, asset allocation, and content creation in a fast-paced portfolio management environment, with a focus on target date and retirement income strategies spanning registered mutual funds, collective investment trusts, and advisory portfolios. Your clear communication skills and attention to detail will be critical in this role. Job responsibilities: Create, maintain, and quality-check client facing and internal...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities  Foster a...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a...