Client Worker Relationship Example Jobs in Usa

Position Type: RegularApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.

You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration.

In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.

As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.

The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.

In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab.

The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500 M to What you're responsible forLeading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.

Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab's value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

Required Qualifications:10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:ASPPA, CEBS and/or NIPA designation.

QPA, CPC or equivalent certification/designations.At Schwab, you're empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

• Reviewing and preparing summaries of medical records to effectively advocate for clients.
• Drafting motions and attending hearings to represent clients in court.
• Preparing clients for depositions and attending depositions as needed.
• Drafting initial reports, interim reports, pre-trial reports, trials, and appellate activity.
• Responding to discovery requests and drafting discovery-related motions.
• Regularly attending court appearances to ensure the best possible outcomes for our clients.
• Taking and defending depositions of fact witnesses and expert witnesses.
  

• Excellent benefits, including a competitive 401(k) match, to support your financial well-being and future planning.
• Exceptional growth and advancement opportunities, with access to training and mentoring programs designed to help you reach your full potential.
• A competitive salary reflective of your skills, experience, and contributions to our firm.
  

• Admitted to practice in the State of California.
• Possess analytical and problem-solving skills to navigate complex legal issues effectively.
• Demonstrate excellent research abilities and strong written and oral communication skills.
• Draft and respond to discovery-related motions.
• Regularly attend court appearances.
• Take and defend depositions of fact witnesses and expert witnesses.
• Draft motions for summary judgments.
  

Position Type: RegularApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future. We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations. Client Service Manager, Relationship Management in the Mega Market segment ($1 B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5 B. What you're responsible for

Support 1-3 Mega Market client relationships in a team-based fashion.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).Support sales efforts.Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab's value to clients.Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results. Required Qualifications:3+ years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-qualified plan design.High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.Self-motivated, enthusiastic, and take initiative.Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.Ability to work independently.Excellent written and oral communication skills.Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively service plans with a high-level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Ability to meet deadlines within a fast-paced environment.Ability to collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications:

5+ years of client and/or participant service experience.ASPPA, CEBS and/or NIPA designation or in process.QPA, CPC or equivalent certification/designations.Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Workers’ Compensation Claims Specialist / Claims Advocate (Adjuster)

Location: Syracuse, NY Area (Marcellus, NY)

A well-established independent insurance firm in the Central New York area is seeking a Workers’ Compensation Claims Specialist / Claims Advocate to support commercial clients throughout the workers’ compensation claims process.

This role serves as a key liaison between clients, insurance carriers, and internal teams to help ensure claims are progressing appropriately and resolved efficiently. The position involves managing an inventory of workers’ compensation claims, evaluating claim activity and strategy, coordinating communication between stakeholders, and helping guide clients through complex claim situations.

This opportunity is ideal for someone with a background in workers’ compensation claims who enjoys problem-solving, client interaction, and helping organizations navigate the claims process effectively.

Key Responsibilities

• Manage and monitor an assigned inventory of workers’ compensation claims
• Review claim activity and identify issues impacting outcomes such as delays, disputed items, missing documentation, or return-to-work barriers
• Communicate regularly with carrier adjusters and third-party administrators to help keep claims progressing
• Provide clients with clear updates and guidance throughout the claims process
• Prepare claim summaries, reports, and documentation to support claim strategy and resolution
• Maintain accurate claim notes and documentation within the agency management system
• Participate in claims review meetings and assist with presenting claim trends and action plans
• Assist with reviewing and analyzing clients’ experience modification factors

Qualifications

• 3+ years of insurance claims experience, preferably within workers’ compensation
• Working knowledge of New York workers’ compensation claims processes and regulations
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple claims while maintaining a high level of service and responsiveness
• Proficiency with Microsoft Office and experience navigating carrier or claims management systems

Education & Licensing

• Bachelor’s degree preferred
• Licensed Claims Adjuster required

We are looking for an Associate Attorney for our St. Michael location. An experienced Attorney in our fast-paced Business Litigation Department, focusing on the defense of workers' compensation claims and other civil litigation matters. The successful candidate must have exceptional legal research, writing, and critical thinking ability; high academic achievement; excellent verbal and written advocacy at motion hearings and trial; and the capacity to organize, prioritize and multi-task. Prior experience litigating workers' compensation cases desired.

Must be licensed to practice law in the State of Minnesota and minimum of two years of experience as an attorney.

Essential Functions and Duties:

• Represent employers, insurers, and third-party administrators in the defense of disputed workers' compensation claims in litigation before the Minnesota Department of Labor and Industry and Court of Administrative Hearings.
• Represent employers in the defense of employment-related claims in state and federal court, including wrongful discharge and all manner of discrimination claims.
• Represent businesses and individuals in the defense of general civil litigation, including defending personal injury cases.
• Research, investigate, and analyze workers' compensation and civil litigation cases.
• Prepare pleadings in workers compensation and civil litigation cases.
• Complete discovery, including written discovery, witness interviews, and discovery depositions. Prepare timely, clear, and competent reporting to clients regarding same.
• Ability to analyze and summarize large volumes of complex medical data in workers' compensation and personal injury cases.
• Work with expert witnesses, including independent medical and vocational examiners, to investigate, obtain, and effectively present expert opinions testimony and evidence in workers' compensation and civil litigation.
• Effective research and writing relating to preparation of briefs and legal memoranda in motion, trial, and appellate practice in workers' compensation and civil litigation cases.
• Preparation of clear and concise progress and status reports to client leadership teams, general counsel, risk management professionals, and claims adjusters. .
• Experience or competence appearing before the Court of Administrative Hearings, the Workers' Compensation Court of Appeals, and state and federal district and appellate courts. .
• Travel to represent and be comfortable presenting cases in front of district court judges and juries, and administrative law judges.
• Advocate for clients in pursuing and securing compromise settlement through alternative dispute resolution, including mediation and arbitration.
• Handle all legal disputes that occur in business context for the business litigation practice area.
• Prepare, attend and advocate at motion hearings and trials
• Attend client and community events for business development opportunities
• Focus on growing business litigation practice
• Support designated clients in timely and professional manner.

Required Knowledge and Experience:

• Competence analyzing and applying the Minnesota Worker's Compensation Act and Rules of Practice, and case law interpreting same.
• Competence analyzing and applying the Minnesota and Federal Rules of Civil Procedure and effective presentation of cases in Minnesota State and Federal Courts.
• Prior experience with motion practice, discovery disputes and trial preparation.
• Prior experience settling challenging disputes with contract negotiations or interpretations.
• Strong negotiation and persuasive skills with confidence in the courtroom.

Core Competencies:

• Strong verbal and written communication skills.
• Strong critical thinking ability
• Strong verbal and written advocacy
• Self-motivated with excellent organizational skills and attention to detail.
• Highly professional with a strong customer service orientation, commitment to meeting deadlines, and ability to multitask in a fast-paced and dynamic environment.
• Strong professional, independent thinking skills with strength in problem solving and the ability to offer constructive opinions and creative solutions.
• A team player who motivates and educates other team members.

Compensation and Bonus Information

Base compensation will vary based on level of experience. Associate compensation range $90,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance.

Benefits

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan
• 401K, with 4% company contribution (after completion of 1 year of service)
• Paid time off
• Paid company holidays
• Company Paid Basic Life Insurance
• Employee Assistance Program
• Annual Marketing & Business Development budget
• Bar license and CLE reimbursements
• Cell phone reimbursement
• Gym reimbursement
• Hybrid Remote Schedule

We conduct criminal background checks on all individuals offered employment.

Applicants with a disability that are in need of an accommodation, please contact Human Resources at 612.672.3600 or email

Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment and Physical Demands:

This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast paced office environment that may require additional hours to complete work.

The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Generally, due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to type, handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Our firm is seeking an Associate Attorney to join our growing team.
About the Role:
As an Associate Attorney, you will work on a diverse caseload of defense matters from inception to resolution (workers compensation, insurance and employment matters). Youll work closely with partners and clients to provide strategic guidance, draft and argue motions, attend hearings, conduct depositions, and develop strong case strategies. You will also be afforded an opportunity to assist and manage clients directly, as your experience and knowledge grow. This is an excellent opportunity to join and grow with a fast-paced litigation practice, manage clients, develop clients, and grow your own practice and client base, while working in a supportive and knowledgeable environment. Relevant litigation experience is preferred, but not required. Experience in workers compensation litigation is an asset, but not required.
Responsibilities:
* Handle all aspects of litigation defense files
* Prepare legal documents including pleadings, motions, briefs, and settlement agreements
* Represent clients at depositions, hearings, mediations and all levels of appeals
* Provide timely case analysis and reporting to clients
* Collaborate with team members to build effective defense strategies
* Maintain excellent communication with clients, adjusters, and colleagues
Qualifications:
* J.D. from an accredited law school
* Active licensure in Michigan
* Workers compensation and/or litigation experience preferred
* Strong writing, analytical, and communication skills
* Ability to manage multiple files and deadlines
* Hardworking, organized, proactive, and dedicated mindset
What We Offer:
* Competitive salary and bonus structure
* Comprehensive benefits package with eligibility on day 1 of employment.
* Professional development opportunities, mentorship, and advancement opportunities
* A collegial, team-oriented culture that values growth and worklife balance
Pay: From $100,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Life insurance
* Paid time off
* Professional development assistance
* Retirement plan
* Vision insurance
Application Question(s):
* How many years of workers compensation experience do you have?
Work Location: In person

by Jobble

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.

Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.

Our offices have onsite fully equipped state of the art gyms for employees at zero cost.

Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.

We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.

Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.

Granite was recently named One of Forbes Best Employers for Diversity.

Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.

If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.

EOE/M/F/Vets/Disabled

Relationship Development Associate:

Job Overview:
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' business challenges, and grow accounts.

Key Responsibilities:

• 
  
• Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
  
• Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
  
• Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
  
• Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
  
• Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
  
• Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
  
• Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
  

Qualifications:

• 
  
• Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
  
• 1-2 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
  
• Proven ability to build and maintain executive-level relationships.
  
• Strong organizational skills and ability to manage a high volume of accounts.
  
• Exceptional communication and interpersonal skills.
  
• Ability to understand client business challenges and position solutions effectively.
  
• Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
  
• Flexibility for occasional travel to meet with clients, if necessary, though travel is not a primary aspect of this role.
  

Benefits:

• 
  
• Competitive base salary with uncapped commission structure and quarterly bonus.
  
• Comprehensive benefits package, including health, dental, and retirement plans.
  
• Ongoing professional development and training opportunities.
  
• Annual President's Club Trip
  
• Collaborative and innovative work environment.
  
• Opportunity for career advancement within a rapidly growing company.
  

If you're a highly motivated individual who wants to grow your sales career and have uncapped earnings potential with a fast paced and progressive company, Granite has many opportunities for you.

#LI-GC1

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.

• 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

• 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

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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.