JPMorgan Chase is a global financial services firm and the sixth-largest bank in the world by assets, which exceed $2.5 trillion. As an employer, the company ha
Wealth Management - National Branch Personal Advisor
Location
Georgia
Posted
43 days ago
Salary
0
Seniority
Senior
Job Description
Wealth Management - National Branch Personal Advisor
JPMorgan Chase
Title: J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA Location: Atlanta United States Job Description: JobID: 210753934 Category: Sales Practice Review Team JobSchedule: Full time Posted Date: 2026-06-01T15:35:03+00:00 JobShift: : We're looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than we've ever been able to serve before. This is a growth business, committed to diversity and inclusion and maintaining a culture focused on work life balance. We are looking to grow our teams in multiple locations nationwide. We are hiring Financial Advisors and Senior Financial Advisors As part of J.P. Morgan's Wealth Management remote advice group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Financial Advisors will work in a team environment to support the full book of clients and Senior Financial Advisors will build long-term, dedicated relationships with their clients. Responsibilities • Experience and understanding of investments, wealth planning, credit and banking concepts • Ability to have a “solution-oriented” mindset to work towards best possible outcomes for all clients • Leverage a holistic goals-based planning approach to help clients achieve their financial goals • Strong performance and track record of converting high quality leads into new clients and helping to maintain those relationships • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day • Passion for educating clients on the digital products available to them to better monitor, maintain, and achieve their financial goals. Qualifications • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning • A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment • This role requires you to be licensed in all states • Bachelor’s degree preferred • CFP preferred About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on 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 offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. We recognize that our people are our strength and 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 at our company. 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 under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Related Guides
Related Categories
Related Job Pages
More Consultant Jobs
Role Description We are seeking a Senior Tosca Automation Engineer with strong hands-on experience in designing, writing, and maintaining automation scripts and assets. This role will play a pivotal part on the Value Stream Team (VST), ensuring the reliability and functionality of critical applications—primarily SAP and Salesforce—by building scalable, maintainable test automation that integrates with our enterprise toolchain (Tricentis Tosca, qTest, CI/CD). You will collaborate closely with product teams, architects, and QE enablement to execute automation strategies aligned with Agile and DevSecOps frameworks, raise automation maturity, and accelerate delivery while improving quality. In addition to technical responsibilities, the role may include Test Lead duties, requiring leadership and coordination skills to ensure testing excellence across the Value Stream Team. Location: Anywhere MUST SPEAK DUTCH & ENGLISH Key Responsibilities - Author & maintain Tosca automation assets (Modules, TestCases, TestCaseDesign templates, ExecutionLists) with a strong focus on reusability, optimization, and data-driven testing. - Act as the technical subject matter expert (SME) in Tosca Automation and related testing methodologies. - Build and evolve automation frameworks and libraries for SAP (GUI/Fiori) and Salesforce (Lightning) including API integrations. - Implement integration and end-to-end testing across SAP ↔ Salesforce workflows; design stubs/mocks where needed. - Use Tosca API Scan to automate REST/SOAP services with token handling, correlation, and chained calls. - Orchestrate Distributed Execution (DEX) and CI/CD runs with Jenkins/Azure DevOps; publish results to qTest for traceability and reporting. - Partner with product teams to define testability, test data strategies (e.g., Tosca Test Data Service), and environment readiness. - Drive quality metrics (automation coverage, pass rate, failure triage time, mean time to fix) and present outcomes to stakeholders. - Establish and enforce standards: naming conventions, folder structures, versioning practices, and code reviews for Tosca assets. - Mentor other engineers; provide enablement and best practices (risk-based testing, shift-left, API-first automation). - Collaborate as needed with performance/security teams to align non-functional testing (e.g., NeoLoad) and quality gates. - Support UAT and release activities; contribute to defect prevention and continuous improvement initiatives. - Serve as the primary liaison for VST Support Teams, addressing incidents and providing configuration and operational support. - Effectively communicate test results and actionable insights to stakeholders at all levels. Qualifications - 5+ years in QA/Test Automation, with 3+ years focused on Tricentis Tosca. - 3+ years in demonstrated hands-on experience in writing and maintaining Tosca automation scripts for complex enterprise applications. - Practical exposure to SAP and Salesforce. - 3+ years with API testing (REST/SOAP), JSON/XML validation, environment variables, and authentication flows. - Must speak Dutch and English. Preferred Qualifications - Tricentis certifications: Automation Specialist Level 1/2, Test Design Specialist, SAP Specialist. - Experience in utilities/energy domain or large-scale ERP/CRM landscapes. - Familiarity with Performance testing (NeoLoad), Service Virtualization, and Test Data Management. - Experience optimizing automation for Salesforce Lightning and SAP (tables, modal dialogues, synchronization) applications. - Comfort driving automation governance and contributing to enterprise standards/frameworks. - Experience in Mobile Application testing. - Experience in Tricentis qTest. - Competent in Other Test Automation Tools. - Experience in setting up CI/CD pipelines.
Role Description Our Advisory and Analytics team assists clients with their insurance buying decisions; focuses on consulting with clients to evaluate and develop unique solutions using alternative financing methods either in conjunction with or distinct from traditional insurance markets. The Advisory and Analytics team provides a broad range of risk finance and captive consulting services which include: - Objective advice to clients interested in the feasibility of using a captive insurance company as part of their risk management program. - Expanding the scope of, or maximizing the utility of, an existing captive. This role will also include a level of account management for a select number of captive clients that require an experienced captive professional around renewal management and placement strategy. How you'll make an impact: - Support our Feasibility Study pipeline while working closely with our industry leading Artex Sales team. - Deliver a Feasibility Study product that is best in class and enhancing the feasibility process so that it is optimal from an organizational perspective. - Overall responsibility for onboarding new clients with local captive management offices. - Provide ongoing consulting to existing client base through stewardship and other means in order to further develop their captive operations and attain optimal results from their alternative risk strategy. - Build out captive utilization studies to ensure clients attain best use of their companies and help drive additional revenue streams from such studies. - Develop strategies with management and lead by example for developing risk consulting business with existing and new client base. - Seek and actively participate in sales calls and presentations. - Identify and build relationships with the Gallagher Broking network in an effort to secure strategic proposal opportunities for risk consulting and captive formation. Qualifications - Bachelor's degree and 5+ years related experience. - Appropriate License required. - Financial and/or Insurance professional designations preferred. Requirements - In-depth knowledge of captive insurance companies and the captive insurance industry. - Excellent knowledge of alternative risk financing approaches, insurance coverage options, and major program designs. - Strong knowledge of technology tools for consulting analysis, technology applications, and data utilization. - Strong understanding of the risk consulting business. - Ability to write complex reports and business correspondence. - Excellent knowledge of risk consulting methodologies and principles. - Commitment to client service and business ethics. - Strong written and verbal communication skills. - Familiarity with the interpretation of financial statements. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...
Customer Advisor for Accounting Automation
Finmatics GmbHFinmatics - Your AI accountant macht Buchhaltung einfacher, schneller und smarter. Unsere Mission: Zeit zurückgeben, Belegchaos beseitigen und Abläufe effizient, digital und zukunftssicher gestalten.
Role Description Als Kundenberater für Buchhaltungsautomatisierung (m/w/d) spielst du eine entscheidende Rolle bei der Implementierung unserer Lösungen für unsere Kunden. Du arbeitest eng mit Anwendern und Key Usern zusammen, um deren Geschäftsprozesse zu optimieren und sicherzustellen, dass unsere Software bestmöglich eingesetzt wird. Du bist verantwortlich für die Schulung, Unterstützung und Optimierung der Produktnutzung, um langfristige Erfolge zu gewährleisten. - Kundentermine, Beratung & Schulungen: Du planst und führst Kundenbesuche sowie Meetings durch, optimierst die Arbeitsweise der Anwender und bietest Schulungen sowie Nachschulungen an, um eine optimale Nutzung unserer Software sicherzustellen. - Automatisierungsoptimierung: Du koordinierst verschiedene Teams, um die Software optimal zu konfigurieren und maximale Automatisierung zu gewährleisten. - Feedback sammeln: Du holst Kundenfeedback ein, leitest es an den Account Manager (ACM) weiter und arbeitest eng mit dem Requirement-Engineering zusammen. - Einrichtung & Onboarding: Du unterstützt die Anwenderschulung und fungierst als fachliche und technische Ansprechperson für die Anwender. - Problemlösung & Troubleshooting: Du löst Anwenderprobleme in enger Zusammenarbeit mit dem technischen Support und stellst sicher, dass Service Levels eingehalten werden. Qualifications - Erfahrungen in der Finanzbuchhaltung oder Steuerberatung, idealerweise im DATEV Umfeld („know your customer“) - Oder: Erfahrungen im Projekt- bzw. Prozessmanagement vorzugsweise im SaaS oder BMD Umfeld - Integrative:r Kommunikator:in, der/die problemlos mit mehreren Stakeholdern zusammenarbeiten kann - Freude an der Arbeit in einem hochdynamischen Umfeld eines Scale-Ups - Ausgezeichnete Deutsch- und Englischkenntnisse in Wort und Schrift Benefits - Dein Arbeitsplatz: Bei uns arbeitest du zu 100 % remote und maximal flexibel von überall in Deutschland. - Teamspirit: Unsere Kultur ist direkt, offen und wertschätzend. - Onboarding & Buddy-Programm: Ein persönlicher Buddy und unser strukturierter Einarbeitungsplan sorgen dafür, dass du schnell ankommst. - Flexible Arbeitszeiten: Teile dir deine Zeit selbst ein. - Modernes Equipment: Laptop und modernste Technik gehen auf uns. - Mobilität & Fitness: Wir unterstützen dich mit Eversports und jährlichen Sportevents. - Firmenevents: Unsere gemeinsamen Events finden im wunderschönen Wien statt. Company Description Finmatics - Your AI accountant macht Buchhaltung einfacher, schneller und smarter. Unsere Mission: Zeit zurückgeben, Belegchaos beseitigen und Abläufe effizient, digital und zukunftssicher gestalten.
Associate Consultant, Strategy
Ovation HealthcareOvation Healthcare is the premier provider of shared services to improve hospital and system performance.
• Proficient use of healthcare data and analytical tools • Prepares deliverables aligned to project goals and objectives • Applies specialized knowledge and skills to address client issues • Participates in key strategic interviews with clients • Drafts sound and well-structured recommendations
