Req Solutions Private Limited Jobs in Usa

About Us:

Peckham Industries Inc. (PII) has been a family-run business since 1924 and we believe our “family by choice” ethos delivers value as the trusted supplier of construction materials, products, and services in the communities we serve. Through our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers. In addition, the company’s construction operations include paving and road reclamation services, as well as precast/prestressed concrete production and erection of multi-level parking structures, specialty buildings, and bridge components.

Become part of our mission by realizing your purpose, serving our community interests, and delivering growth for our customers. Peckham Industries educates, innovates, and applies technology in a way that is safe, sustainable, inclusive, and profitable.

Job Summary:

The Heavy Equipment Mechanic is responsible for overseeing all aspects of the mobile equipment fleet within the specified territory to ensure alignment with the Company’s vision and objectives. This individual will manage our maintenance and repair facility while always keeping safety at the forefront of everything we do. This is a union position affiliated with Local 158.

Essential Functions:

1. Focused.. Support the company’s mission, vision, values, and operational goals by prioritizing safety, integrity, dedication, and efficiency in all activities.
2. Safety always wins. Maintain a safe, clean, and organized shop and work environment, ensuring the safety of employees, visitors, and contractors through strong housekeeping practices and adherence to safety standards.
3. Dedication. Ensure full compliance with FMCSA fleet maintenance regulations and company standards by maintaining accurate service records, managing the upkeep of the service truck, and following 5S practices.
4. Communicate. Coordinate with Plant Managers and operations teams to prioritize equipment repairs and maintenance needs to support production and operational continuity.
5. Ownership and caring. Manage the procurement of parts, vendor services, and repair resources, including communicating with vendors and dispatching manufacturer service providers (e.g., Milton CAT, Anderson Komatsu) when required under service agreements.
6. Determined. Maintain appropriate inventory levels of wear parts, lubricants, and maintenance supplies necessary to support equipment and vehicle reliability across assigned sites.
7. Protect family and friends. Plan, schedule, and perform preventive maintenance, diagnostics, and repairs on company vehicles, trailers, and heavy equipment to ensure safe and efficient operation.
8. Obligated. Utilize diagnostic software and tools (e.g., CAT ET, Cummins Insite, Komtrax, VisionLink) to troubleshoot and repair electrical, hydraulic, and mechanical systems.
9. Measurement. Accurately track and code maintenance costs, including parts purchases and external repair services, to support financial accountability and reporting.
10. Results matter. Contribute to annual budgeting, capital expenditure planning, and cost-saving initiatives related to equipment, fleet, and facility operations.
11. Committed to serve. Oversee facility and building maintenance, including HVAC, plumbing, lighting, and safe access/egress, to ensure a safe and functional work environment.
12. Respect and engage. Support plant operations and production teams with equipment or facility repairs as needed to maintain operational efficiency.

Requirements, Education and Experience:

1. High school diploma or GED, required
2. Minimum 5 years’ experience working in the Heavy Equipment or Trucking Industry.
3. Must be familiar with the Microsoft suite of applications Word, Excel and Power Point.
4. Strong communication skills, proficient use of verbal and written English.
5. Valid driver’s license required, must maintain reliable transportation.
6. Must have the legal right to work in the U.S.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Travel:

Travel is very limited for this position, but some travel may be required utilizing company service truck between Catskill and Pleasant Valley.

Work Environment/Physical Demands:

Work includes moving objects up to 50 lb. or more. This position works on or near moving mechanical parts, loud noises and heavy equipment. Requires the ability to stand for long periods of time as well as lifting, bending, squatting, walking, reaching, repetitive motion and driving long distances. This role routinely uses standard office equipment such as computers, phones, photocopiers.

Values:

At Peckham, you will experience our values wherever you work: corporate offices, plants, quarries, or paving operations. We share a common set of values - safety, integrity, dedication, and efficiency which are embedded in how we show up every day. Ours is a culture where we protect family and friends, our word is our bond, we are committed to serve and results matter. Our values are the foundation of our growth, and we believe they will pave the way for future success.

Peckham Industries, Inc. (PII) is an Equal Employment Opportunity (EEO) and Affirmative Action employer. It is our policy to provide EEO to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, pregnancy or pregnancy-related condition, or any other characteristic protected by federal, state or local law.

Under the Americans with Disabilities Act or similar law, if you have a disability and you wish to discuss potential accommodations related to applying for employment at Peckham, please contact

PI874c46cae52d-3631

Consulting Point is partnering with a fast-growing strategy and transactions advisory firm in the United States that is expanding its Private Equity practice. The firm is looking to hire experienced consultants across Partner and Associate Partner levels.

This team advises leading private equity funds and portfolio companies across the full investment lifecycle, including Commercial Due Diligence (CDD), Value Creation and Growth Strategy.

The firm has built a strong reputation for delivering high-impact work to private equity investors while maintaining a sustainable consulting model, with a hybrid working structure (typically two days in office and three days remote) and limited client travel.

Key requirements

Private Equity consulting experience:

• Candidates should have a minimum of 4+ years’ experience within a leading strategy consultancy or specialist private equity advisory firm. Experience delivering commercial due diligence, growth strategy or value creation work for private equity investors is essential.
• Proven track record leading or supporting multiple private equity engagements ideally with 20+ CDDs
• Experience in at least one core sector such as Technology and Software, Healthcare and Life Sciences, Industrials, Consumer, Financial Services, Telecommunications and Media, Energy or Business Services.
• Ability to manage client relationships, lead project teams and contribute to business development activities. More senior candidates should demonstrate experience building client networks, originating work and supporting proposal development.
• Strong ability to structure complex strategic problems, conduct primary research, develop investment theses and translate insights into actionable recommendations for private equity investors and portfolio company leadership teams.

The opportunity

This is an opportunity to join a rapidly expanding consulting platform focused on private equity advisory. The team works closely with leading private equity investors and their portfolio companies, delivering high-impact strategic work across transactions, value creation and growth initiatives.

Successful candidates will gain exposure to a diverse set of industries and investment situations while playing a key role in building and scaling one of the fastest-growing private equity consulting teams in the market.

Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
• Ensure accurate data management and data mapping across multiple upstream and downstream systems.
• Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
• Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting needs through strong data governance and product controls.
• Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
• Strong hands-on experience in Investment Management and Investment Operations.
• Deep knowledge of Private Markets, including: Private Equity, Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
• Experience working with Market and Security Reference Data.
• Proven background in data management, including data mapping between multiple systems.
• Strong SQL skills for data analysis, validation, and troubleshooting.
• Experience working in agile delivery environments with technology and data engineering teams.
• Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

• Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
• Familiarity with data governance, data quality frameworks, and control processes.
• Experience supporting large-scale system integrations or platform modernization initiatives.
• Background working in asset management firms, asset servicers, or financial technology organizations.

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

________________________________________

Certifications

• Tax LL.M. or CPA preferred.

________________________________________

Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

We are seeking a driven and technically minded Sales Representative - Packaging Solutions to lead the growth of our premium power rental refurbishment packages, custom-engineered solutions, and controls upgrades. Supporting the Caterpillar Dealer Power Rental network nationwide, this role is responsible for developing trusted relationships and delivering value-added solutions that enhance performance, extend equipment life, and meet evolving customer needs. You'll collaborate with engineering, operations, and product support teams to position our packaged offerings as the go-to choice for rental fleet optimization across the U.S. If you excel at consultative selling and have a passion for power systems, this is a unique opportunity to make a nationwide impact.

• Develop and grow sales of power rental refurbishment packages, custom generator solutions, and controls upgrade offerings across the Caterpillar Power Rental network nationwide.
• Serve as the primary point of contact for rental dealers, collaborating closely to understand needs, propose solutions, and close sales.
• Conduct site visits, fleet evaluations, and technical discovery to identify opportunities for equipment upgrades, repackaging, or performance enhancements.
• Work cross-functionally with engineering, operations, and product support teams to scope projects, develop proposals, and ensure accurate execution of customer requirements.
• Prepare and present technical sales proposals, pricing, and project timelines tailored to customer objectives.
• Track and manage the full sales cycle, from lead generation through post-sale support and follow-up.
• Maintain up-to-date knowledge of packaging standards, emissions regulations, control technologies, and Caterpillar product developments.
• Represent the company at industry events, customer meetings, and internal business reviews to promote packaging capabilities and strengthen customer relationships.
• Provide input on market trends, customer feedback, and competitive positioning to help guide product development and strategic direction.

• 3+ years of experience in technical sales, preferably in power generation, rental equipment, or industrial solutions.
• Knowledge of generator sets, control systems, and power packaging is strongly preferred.
• Familiarity with Caterpillar power products and the power rental industry is a plus.
• Proven ability to build relationships and close consultative sales in a fast-paced, mission-critical environment.
• Strong communication, presentation, and negotiation skills.
• Self-motivated and goal-oriented, with the ability to manage a wide geographic territory and travel as needed.
• Experience working with cross-functional teams including engineering, operations, and service support.
• Proficient in Microsoft Office; CRM experience is a plus.
• Bachelor's degree in business, engineering, or related field preferred; equivalent experience considered.
• Must possess a valid driver's license with clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle Report will be performed on final candidate).
• Some out of state travel will be required.

Altorfer Inc. offers an industry leading compensation and benefit package:

• Health, Dental, Vision, Disability, and Life Insurance
• 401(k)
• Paid Holidays
• Paid Parental Leave and Funeral Leave
• Paid Time Off: Prorated 80 hours of PTO + 1 Floating Holiday
• Education Assistance
• Personal Tool Insurance, and Safety Equipment Reimbursement
• Voluntary Benefits: Supplemental Insurance, Accident, Critical and Hospital Indemnity Insurance, Legal Assistance and Identity & Fraud Protection

Payrate: $75,000 - $100,000 annually including the commission

Primarily works in an office environment with moderate noise levels. Physical requirements may include speaking, listening, writing, typing, sitting for extended periods t a desk or in a vehicle driving. Occasionally required to walk or stand for short durations. May need to move throughout the facility for meetings, supply inventory checks, or other office-related tasks. Occasionally required to stand, walk, reach, or lift light objects (up to 20-25 lbs). Must be flexible to work varying schedules and hours as needed. Travel is required. The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why Work for Altorfer?

At Altorfer, our iron is just the beginning. Our people make our company successful, and we would not be who we are without them. As a third generation, family-owned company created in 1957, we bring our values into how we do business. Everyone from technicians, sales representatives, administrative professionals, or somewhere in between is part of the "A-Team" and is critical to our success. Here at Altorfer, we have over 35 locations and 1300 employees with long tenure for you to learn from. We have a collaborative, family valued culture, with a great reputation in the industry. A company that offers competitive pay, excellent benefits, and a remarkable team of people to work with.

Please only apply if you have proven experience as a Private PA within a household setting

This role is ideal for someone early in their private‑household career who’s looking for a fast‑paced, high‑exposure role

Executive Assistant / Private PA – NYC

(Family Office of a High‑Growth Entrepreneur)

Location: New York City

An ambitious entrepreneur is seeking a highly capable Executive Assistant / Private PA to support the principals in New York. This is a rare opportunity to partner closely with a dynamic, fast‑paced family operating across business, investment, and private spheres.

The role blends 70% private support with 30% business EA responsibilities, working alongside an established London‑based Executive Assistant. You’ll be the key point of contact on the ground in NYC, supporting both principals day‑to‑day.

The Role

• Provide seamless private PA support, including household coordination, scheduling, personal admin, errands, and lifestyle management.
• Act as the NYC extension of the family office, ensuring smooth communication between the principals and their London team.
• Support the husband with light business EA duties, partnering with his existing Executive Assistant in the UK.
• Coordinate diaries, meetings, and logistics across time zones.
• Work from the family home or the office depending on the day’s needs.
• Manage last‑minute changes, shifting priorities, and a fast‑moving environment with calm efficiency.
• Liaise with household staff, nannies, and external suppliers.
• Provide occasional out‑of‑hours responsiveness for urgent messages or weekend needs.
• Potential travel to the UK

Who This Suits

• An experienced EA/PA who has supported a founder, CEO, or senior leader in a fast‑paced environment.
• Someone who has both a strong corporate EA foundation (supporting C‑suite, founders, or senior leadership) and proven experience as a private PA. Exposure to both is ESSENTIAL.
• A candidate who thrives in entrepreneurial, high‑energy households.
• Someone proactive, solutions‑led, and able to anticipate needs before they arise.
• A confident communicator who can build trust quickly with both principals.
• Experience working closely with household staff, nannies and wider support teams as part of a collaborative home environment is ESSENTIAL

Package

Start date: ASAP

Location: Manhattan, NYC

Work pattern: 5 days a week, split between the office and the family home

Hours: 9am–6pm, with presence required where the principals are based that day

Flexibility: Occasional out‑of‑hours responsiveness needed

Package: Competitive salary, benefits, and a 10% discretionary bonus

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.

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 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.

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.

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa