What Is Remote Client Jobs in Usa
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Company Description
Renova Aesthetics is dedicated to helping individuals reveal their best selves through a tailored approach to health optimization. Located in Carmel, Indiana, the company offers a wide range of aesthetic services, salon treatments, spa experiences, and wellness solutions. Renova Aesthetics leverages cutting-edge technology and expertise to ensure clients look and feel their best. We are committed to personalized care and pride ourselves on enhancing confidence and well-being.
Role Description
This is a full-time, on-site role for a Client Relations Coordinator located in Carmel, IN. The Client Relations Coordinator will be responsible for communicating with clients, managing client inquiries, scheduling appointments, collecting payment, ensuring consent forms are signed, overseeing customer relationships, and ensuring overall client satisfaction.
Qualifications
- Strong communication and client relations skills, with the ability to engage effectively and build positive relationships with clients.
- Proficiency in customer service with a client-first approach to ensure an exceptional experience.
- Excellent organization and project management skills to handle appointments and multiple tasks effectively.
- Attention to detail and ability to adapt to a dynamic and fast-paced work environment.
- Experience in the beauty, wellness, or healthcare sector is a plus.
Benefits
- Health Insurance
- PTO
- 401k
- Free Services
Schedule Available
Monday 9-2pm
Tuesday 8-5pm
Wednesday 2-8pm
Thursday 2-8pm
Saturday 9-4pm
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.
Your Qualifications:
* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Why Fisher Investments Europ e:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description:
- Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines
- Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements
- Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations
- Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction
- Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided
- Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep
- In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program
- Regularly engage in brand building activity with prospects, customers, brokers, and carriers
- Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities
- Recommend and develop client education opportunities to show PMAMC value to clients and their brokers
- Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA
- Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current
- Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business
- Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives
- Implement customer-specific scorecards to showcase value
- Obtain appropriate industry certifications
- Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools
- Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work
#LI-Remote
Requirements:Requirements:
- Six plus years workers' compensation and auto/general liability claims experience required.
- Prior TPA and/or account management experience preferred.
- MUST RESIDE IN CA
- Bachelor's degree and/or equivalent work experience required.
- Excellent verbal and written communication skills with demonstrated presentations skills required.
- Strong analytical and problem solving skills with a solid customer service orientation required.
- Travel up to 35%
- Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred.
PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Manager Client Programs & Events
New York City (Hybrid – 3 days in office, flexibility required for events)
We are seeking an experienced Manager, Client Programs & Events to lead the planning and execution of high-impact in-person and virtual client events.
This role will oversee a wide range of programs including CLE seminars, webinars, client dinners, receptions, and strategic marketing initiatives that support business development and client engagement.
This is a highly visible role working closely with senior stakeholders, practice groups, and a global events team to deliver exceptional client experiences.
Key Responsibilities:
- Lead end-to-end planning and execution of client programs and events, including large-scale and CLE programming.
- Partner with business development teams, practice groups, and senior leadership to align events with strategic goals.
- Manage event logistics including venues, vendors, contracts, budgets, and on-site execution.
- Develop innovative event concepts and agendas aligned with business priorities.
- Provide strategic guidance to stakeholders throughout the event lifecycle.
- Conduct post-event analysis, ROI tracking, and reporting.
- Ensure compliance with MCLE accreditation standards.
- Mentor and support junior team members.
- Monitor industry trends and emerging event technologies.
Qualifications:
- Bachelor’s degree required.
- Minimum of 7 years of experience in a Large Law firm environment.
- Law firm experience required.
- Strong project management, organizational, and communication skills.
- Experience managing complex, high-profile events.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience with CRM/databases (InterAction is a plus).
- Flexibility to travel and adjust hours based on business needs.
This is an exciting opportunity for a strategic, hands-on events leader who enjoys working in a collaborative, high-performance environment and delivering best-in-class client experiences.
Manager, Client Programs & Events
Hybrid | Palo Alto, CA
The Opportunity
A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).
This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.
The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.
Key Responsibilities
- Plan and execute in-person and virtual client programs, CLEs, and special events.
- Partner with business development teams, practice groups, and leadership to align events with client development goals.
- Manage event logistics including venues, vendors, contracts, and onsite execution.
- Develop event concepts, agendas, and programming to support business development initiatives.
- Prepare and manage event budgets, tracking costs and ensuring efficiency.
- Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
- Track and report event data and KPIs for leadership and practice initiatives.
- Ensure CLE and educational programs meet accreditation and compliance requirements.
- Mentor junior team members and foster a collaborative team environment.
- Monitor industry trends and emerging technologies to maintain innovative programs.
Qualifications
- Strong experience in event planning and client program management in professional services.
- Excellent interpersonal, communication, and project management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills, with discretion handling sensitive matters.
- Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
- Familiarity with legal industry business development practices is highly valued.
- Flexibility to travel and adjust work hours as needed.
Education & Experience
- Bachelor’s degree required
- Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.
If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.
Meet Our Team:
Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.
Picture Yourself at Pega:
You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.
What You'll Do at Pega:
• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation
• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy
• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints
• Represent Pega at key industry events
• Lead client change management efforts to shape sales methodology and prospecting best practices
• Build C-level networks and inbound thought leadership
• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling
Who You Are:
A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.
What You've Accomplished:
• 10+ years enterprise software sales experience
• Strong success with complex, strategic accounts hunting for new logos and within existing accounts
• Experience strategically prospecting/radiating in complex accounts
• Recognized thought leadership (speaking, content, awards)
• Trusted advisor to C-level executives
• Influence on product direction through client feedback
• Leadership of major client transformation initiatives
Pega Offers You:
• Market leading Forrester and Gartner technology and referenceable clients
• A high impact, collaborative sales environment
• Executive visibility and influence on strategic accounts
• Competitive base, uncapped commission with aggressive accelerators, and equity
• Comprehensive benefits that support work life balance
Additional Information
Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.
The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.
AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.
Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
Labor Condition Applications
GDPR Candidate Privacy Notice
Pegasystems Limited UK Gender Pay Gap Statement
EEO/AA Policy Statement
Your Employee Rights Under the Family and Medical Leave Act
E-Verify Notice
Employee Polygraph Protection Act Rights
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr
Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.
About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
- Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
- Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
- Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
- Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
- Cash handling and end-of-day financial reconciliation
- $17 - $20 pending experience & skillset
- 3/12 or 4/10 shifts available
- Overnight Shift Differential: $3/hr
- 4 X 10 hour shifts
- Various shifts available. Apply to learn more!
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
- We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
- We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
- We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
- Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
- Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
- Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
- Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.
From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role. Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.
We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.
Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
- 401(k) with matching contributions
- Health, dental, and vision insurance
- Life insurance coverage
- Paid time off (PTO) for work-life balance
- Flexible scheduling options
- Employee discounts on veterinary services
- Professional development assistance and ongoing training
- License reimbursement
For more information about our hospital, please visit Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees. The team can provide more information about compensation and benefits for your specific location during the process. For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
PM19
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Compensation details: 17-20 Hourly Wage
PI2fafc07e32c1-3631
Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities
- Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
- Set up and maintain accurate account details, contacts, and policy information in EPIC
- Attach, organize, and name documents in EPIC
- Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.
- Endorse policy in EPIC
- Create activities in EPIC and assign applicable team-member.
- Order loss runs
Work Experience
- 0-2 years experience in Commercial Property and Casualty
Professional Licenses/Certifications
- Licensed or obtaining state Property & Casualty insurance license within a specified time frame
Essential Skills/Competencies
- Knowledge of Excel, Word, and other MS Office products to include basic formatting
- Able to learn coverage fundamentals.
- Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
- Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
- Strong written, oral, and interpersonal communication skills.
- Able to follow a well-established and familiar set of activities and/or process to derive a solution.
- Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
- Works to achieve stated objectives and delivers results at the close direction of a senior team member.
Education
- HS Diploma or equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
#LI-MA1
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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
- 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.
