J.P. Morgan

J.P. Morgan Finance Jobs

10 jobs found

JPMorgan Private Client Relationship Manager - Bellevue, WA

JPMorganChase Bellevue, WA

17d ago

$150k+/yr Full time Manager Advisor Banking

Manager Advisor Banking

Apply Now

Job Description

The Private Client Relationship Manager role within JPMorganChase's Consumer & Community Banking focuses on building and sustaining high net worth client relationships across banking, lending, and investments through targeted guidance and holistic planning.

Location

Compensation

USD 150,000 per year

Responsibilities

Develop new and manage existing client relationships, delivering service that consistently exceeds expectations.
Seek opportunities to deepen primary banking, investments, and lending relationships, regularly conducting in-person meetings with prospects and clients at their places of business and other external locations.
Network with referral sources and centers of influence beyond the office to generate banking and investment leads.
Forge robust internal partnerships across all lines of business to address each client's specific needs.
Ensure proposed solutions align with clients' short, medium, and long term goals through holistic, goals-based planning.
Strictly comply with risk and control policies, regulatory guidelines, and security measures.

Requirements

At least five years of financial services or service sales experience, with an established high net worth referral network and strong community presence.
Proven ability to build trusted relationships and consistently deliver exceptional client experiences.
Demonstrated success driving sales growth by deepening relationships across multiple product lines and collaborating effectively in a team to deliver client solutions.
Solid understanding of investments, wealth planning, credit, and banking concepts.
Licenses required: Series 7 and 66 (or 63 and 65). Unlicensed candidates may be considered but must obtain licenses within 150 days of start date.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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.

Dodd Frank / Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven year

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and re

View full job page →

J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

JPMorganChase Irvine, CA

1mo ago

$71k - $105k/yr Full time Advisor Banking Branch

Advisor Banking Branch

Apply Now

Job Description

If you believe investment guidance should feel like a personal relationship with a trusted partner and you want top tier technology and support to help you deliver that experience, this role is a strong fit. As a Personal Advisor within J.P. Morgan Wealth Management’s National Branch Personal Advising group, you will collaborate with clients to develop customized financial plans aligned to their goals. You will meet clients mainly through scheduled appointments via video or phone, build a tailored financial plan for each client, and connect clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide timely advice to existing clients as priorities shift, helping them navigate changes in their finances and their lives. Personal Advisors operate full time in an office environment to serve a full book of clients. Location: Irvine, CA 92614.

What you'll do

Apply knowledge of investments, wealth planning, credit, and banking concepts to help clients reach their financial goals
Convert high quality leads into new clients and maintain those relationships
Adopt a solution oriented mindset to pursue the best possible outcomes for all clients
Ensure that proposed solutions meet clients' short, medium, and long term needs through holistic goals based planning
Demonstrate strong organizational skills and maintain a disciplined approach throughout the day
Educate clients about the digital products available to help monitor, maintain, and achieve their financial goals

Required qualifications, capabilities, and skills

Active Series 7 license
Active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires licensing in all states

Preferred qualifications, capabilities, and skills

At least 3 years of relevant financial services or brokerage experience, with emphasis on financial planning
Bachelor’s degree preferred
CFP preferred

Federal Deposit Insurance Act

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Consequently, an employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Compensation and Benefits

We offer a competitive total rewards package that includes base salary determined by the role, experience, skill set, and location. Eligible roles may also include commission-based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity, based on individual achievements and contributions. In addition, a comprehensive suite of benefits is available to eligible employees, alongside programs designed to support work-life balance. Details on total compensation and benefits will be provided during the hiring process.

Comprehensive health care coverage
On site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Additional programs to meet employee needs

About Us

JPMorgan Chase & Co. is a storied financial institution offering innovative solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than two centuries, we are a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We provide equal opportunity employment and value diversity and inclusion, without discrimination based on protected characteristics. We also offer reasonable accommodations for religious practices, mental health, or disability needs. Additional information about accommodations is available during the hiring process.

About the Team

J.P. Morgan's Global Banking business stands as one of the world’s largest wholesale banking client franchises. We serve a diverse client base that includes corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks, and investors. Commercial Banking services cover credit and financing, treasury and payment services, international banking, and real estate services for clients such as corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

View full job page →

U.S. Private Bank - Private Banker - Senior Associate

JPMorganChase Los Angeles, CA

1mo ago

$150k - $160k/yr Full time MBA Senior Asset Allocation

MBA Senior Asset Allocation

Apply Now

Job Description

Role overview

We are seeking highly capable professionals who are collaborative, confident and motivated to deliver a first-class client experience within J.P. Morgan's U.S. Private Bank. If you possess an entrepreneurial mindset and welcome ongoing challenges, this is the environment for you. You will join a team of talented colleagues from various markets, businesses and functions, with opportunities to advance your career. As a Private Banker in the U.S. Private Bank, you will advise families on building, preserving and managing wealth, applying your knowledge of investments, financial planning, credit and banking to guide current clients and generate new business. You will be part of a local team supported by an institutional platform that provides the resources, specialists and intellectual capital to help clients reach their goals.

Responsibilities

Manage and nurture client relationships by earning trust, understanding needs, delivering targeted advice, crafting thoughtful solutions and delivering an exceptional client experience.
Drive business results and grow assets from both existing clients and new acquisitions.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and banking and credit needs.
Collaborate with internal specialists to provide interdisciplinary expertise when required.
Connect clients across all lines of business at J.P. Morgan Chase & Co.
Ensure proposed solutions meet clients' short, medium and long term objectives using a holistic, goals-based planning approach.
Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Required qualifications, capabilities, and skills

Three or more years of experience in private banking or financial services.
Bachelor's degree required.
Series 7 and Series 66 licenses required for the position; unlicensed candidates may be considered but must obtain licenses within 90 days of start date.
Proven sales success and strong business acumen.
Robust community presence with an established network.
Experience or understanding of investments, wealth planning, credit and banking concepts.
Client-focused, with tireless dedication to the client experience.

Preferred qualifications, capabilities, and skills

MBA, JD, CFA, or CFP preferred.
Proactive, takes initiative and uses critical thinking to solve problems.
Dynamic and credible professional with clear communication and exceptional presentation skills.
Strong organizational skills and a disciplined approach to business.
Experience with equity and fixed income markets and knowledge of alternative investments, including hedge funds, private equity and real estate.

About the employer

J.P. Morgan Chase & Co. is among the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients under the J.P. Morgan Chase brands. Our history spans over 200 years, and today we lead in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Compensation and benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.

Benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About the team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise spanning the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Location

Los Angeles, CA 90067

View full job page →

Investment Banking - Media & Communications - Analyst

JPMorganChase New York, NY

1mo ago

$110k+/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

Apply Now

Job Description

Overview

We are seeking a highly skilled and experienced Investment Banking Analyst to join the Media & Communications Investment Banking team. This role offers an exceptional opportunity to contribute to high-profile transactions and help drive growth within a leading financial institution.

Location: New York, NY 10017

Responsibilities

Support all phases of transaction execution, including due diligence, document preparation, negotiations, and coordination with the client and other advisers such as accounting and legal teams.
Collaborate with J.P. Morgan product and sector teams to advance engagements.
Develop and apply sophisticated financial models, perform valuation analyses, and conduct analytical work.
Prepare presentation materials for M&A and capital markets transactions, including management presentations, Board materials, memoranda, and other client-ready decks for strategic discussions.
Stay informed about key market developments and build a solid understanding of target clients and relevant market dynamics.

Required qualifications, capabilities, and skills

Licensed to practice; SIE, Series 63, and Series 79.
Prior work experience in an investment banking front office or a related role.
Strong accounting, finance, quantitative, and business writing skills.
A well-rounded academic background from a top-tier educational institution.
Understanding of the transaction cycle and the steps in the process with an execution-oriented approach.
Excellent communication skills with the ability to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Self-directed, highly motivated, and capable of working independently.

About Us

JPMorganChase is a long-established financial institution delivering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. A range of benefits and programs are provided to meet employee needs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please refer to our FAQs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide rely on us in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and offers liquidity in markets around the world.

View full job page →

JPMorgan Private Client Relationship Manager, Vice President- Los Angeles

JPMorganChase Los Angeles, CA

1mo ago

$150k+/yr Full time Manager Angeles Banking

Manager Angeles Banking

Apply Now

Job Description

Role Overview

We are seeking a Relationship Manager who excels at building and sustaining relationships with high net worth clients across banking, lending, and investment services. In this role, you will earn client trust, understand needs, offer targeted guidance, craft thoughtful solutions, and deliver an outstanding client experience. You will help clients explore the full range of financial possibilities that wealth enables and coordinate with partners across JPMorgan Chase to address the client’s complete financial picture. Working within a local team, you will collaborate with colleagues across lines of business, leveraging referral networks to connect clients with the firm’s capabilities. The position offers entrepreneurial opportunity and a collaborative environment focused on the bank’s growth in Los Angeles.

Responsibilities

Develop new relationships while managing existing ones, delivering service that consistently exceeds expectations
Identify opportunities to deepen primary banking, investments, and lending relationships; conduct in-person meetings with prospects and clients at their places of business or other external locations
Network with referral sources and other centers of influence outside the office to generate banking and investment opportunities
Build strong internal partnerships across lines of business to meet each client’s specific needs
Ensure proposed solutions align with clients' short, medium, and long-term objectives through a holistic, goals-based planning approach
Strictly follow risk and control policies, regulatory guidelines, and security measures

Required qualifications, capabilities, and skills

Minimum five years of experience in financial services or service sales, with an established high net worth referral network and strong community presence
Proven track record as a trusted relationship builder who delivers an exceptional client experience
Demonstrated success driving sales growth by expanding relationships across multiple product lines and collaborating effectively in a team to provide client solutions
Solid understanding of investments, wealth planning, credit, and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates may be considered, but licensing must be obtained within 150 days of the start date

Preferred qualifications, capabilities, and skills

Bachelor’s degree
Experience developing relationships by addressing Home or Business lending needs

Regulatory and compliance information

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

Location and reporting: The role is located in the Los Angeles, California area and will report in the office.

Dodd Frank/Truth in Lending Act: This position meets the qualification requirements for Loan Originators under Dodd-Frank/Truth in Lending Act. Employment offers are contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to evaluating financial responsibility, character, and fitness. A felony conviction within the last seven years disqualifies a candidate. Continued employment requires compliance with Truth in Lending Act and Dodd-Frank Loan Originator requirements.

National Mortgage Licensing System and Registry (NMLS) and SAFE Act: This role requires NMLS registration under the SAFE Act. Upon active employment, you must register on NMLS or update an existing registration to reflect JPMorgan Chase employment. Ongoing employment is contingent on compliance with the SAFE Act, including successful registration after your start date and timely annual renewals and updates. Information gathered during registration or through NMLS notifications may impact employment. Information provided through the Chase online application may be shared with NMLS by JPMorgan Chase. Please review all information for accuracy and consistency with any current NMLS record. Additional information about NMLS and registration requirements can be found at http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Location and reporting details

This role is based in the Los Angeles, CA area and will report from the office.

View full job page →

Sports Finance, CRE, & Aircraft, Lending Professional , Analyst

JPMorganChase New York, NY

1mo ago

$80k - $105k/yr Full time Aircraft Aircraft Lending Analyst

Aircraft Aircraft Lending Analyst

Apply Now

Job Description

Overview

Wealth Management — Private Bank is seeking a Lending Professional, Analyst to partner with clients in aligning credit needs with the bank’s broad suite of solutions. The role emphasizes a long-term, cyclical approach to ensure clients are supported through all market conditions. You will collaborate with a team of professionals to originate and manage a diverse portfolio of credit facilities, acting as the primary owner for portfolio maintenance to guarantee timely client service and proactive risk identification.

Responsibilities

Serve as the primary owner of the existing loan portfolio while handling various sales-management activities.
Lead portfolio review meetings and prioritize workloads for Lending Advisors and Credit partners between ongoing portfolio maintenance and new activity from Lending Advisor.
Work directly with clients, internal Middle Office teams, and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to drive deal progression and subsequent loan funding, delivering an exceptional client experience.
Prioritize and own risk exceptions (e.g., covenants, payment delinquencies, missing legal documents) to maintain the health and profitability of the regional loan portfolio.
Identify and navigate prerequisites for each lending solution (e.g., facilities backed by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during credit risk and legal processes to deliver these solutions to clients.
Monitor loan portfolio health and provide discretionary approval when appropriate to resolve billing inquiries; lead escalations and collaborate with Client Service Groups to address credit-related service inquiries.
Direct the loan document quality-control process with internal and external JPM counsel to ensure final documents reflect the deal structure; coordinate with Credit Risk Management and Lending Specialist as needed.
Support initiatives from Lending Solutions Business Management related to regulatory, industry, and legal changes to evolve the business and ensure compliance.
Collaborate with integrated team members to analyze client financials required for loan requests or to resolve existing portfolio liquidity exceptions.
Coordinate modification and/or renewal of existing credit facilities with the client and credit risk management.
Partner with the Lending Advisor on various research inquiries and reporting tasks.

Required Qualifications, Capabilities, and Skills

Two years of experience in Wealth Management.
Solid understanding of legal documentation and experience coordinating commercial real estate transactions and/or loan closings.
Proactive self-starter with the ability to work with limited supervision and provide leverage for the team.
Ability to navigate bank systems under tight timelines and deadlines.
Good judgment and discretion when handling highly confidential information.
Superior multitasking and organizational skills.
Proven sales and client relationship management capabilities.
Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Adobe PDF.

Benefits and Compensation

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

Location

New York, NY 10017

Learn More

Learn more about J.P. Morgan Private Bank and our capabilities at: https://am.jpmorgan.com/private-bank/public/gl/en/home

View full job page →

Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analyst

JPMorganChase New York, NY

1mo ago

$100k - $120k/yr Full time Analyst Banking Commercial

Analyst Banking Commercial

Apply Now

Job Description

Role overview

Join JPMorganChase within Risk Management and Compliance, where your expertise helps keep the firm resilient and supports responsible growth by anticipating emerging risks and applying sound judgment to real‑world challenges affecting the company, its clients, and communities. Our Risk Management and Compliance culture emphasizes innovative thinking, challenging the status quo, and pursuing best‑in‑class practices.

Responsibilities

Assess the creditworthiness of clients to determine appropriate credit ratings, including strategy and exposure analysis.
Perform client due diligence, prepare written credit approval memos, and conduct annual credit reviews.
Manage client portfolios, including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants.
Analyze exposure metrics such as VaR and stress scenarios to recommend risk mitigants like structural enhancements, credit covenants, and collateral requirements.
Develop understanding of trading agreements and related credit terms (e.g., ISDA).
Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal.
Stay abreast of market developments and industry trends and assess their impact on client portfolios and strategies.
Meet development and training requirements as defined.

Required Qualifications, Capabilities and Skills

Undergraduate degree in finance or a related field.
Understanding of accounting, trading products, and an interest in markets.
Strong interest in client interaction and outstanding verbal and written communication skills.
Ability to multitask and perform well under pressure in a demanding team environment.
Highly proficient in Excel, PowerPoint, and Word.

Location

New York, NY 10017

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a broad benefits program based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Equal Opportunity and Diversity

We recognize that our people are our strength and that diverse talents contribute to our global success. We are an equal opportunity employer and highly value diversity and inclusion. We do not discriminate on the basis of any protected attribute.

View full job page →

Home Lending - HL Portfolio Manager - Analyst

JPMorganChase Jersey City, NJ

1mo ago

$110k - $125k/yr Full time Manager Analyst Capital Markets

Manager Analyst Capital Markets

U.S. Private Bank – Banker Professional - Associate

JPMorganChase Cleveland, OH

1mo ago

$100k - $135k/yr Full time Account Administration Associate Banker

Account Administration Associate Banker

Asset Management - Financial Advisor Services - Analyst

JPMorganChase Columbus, OH

1mo ago

Full time Advisor Analyst Asset Management

Advisor Analyst Asset Management

J.P. Morgan Finance Jobs

Get Job Alerts