When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.

As an Associate Market Executive in J.P. Morgan Advisors, you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. You will be instrumental in growing the region by acquiring and developing business opportunities in the local market. Your role will involve providing dedicated business support to Wealth Advisors and their clients, establishing, maintaining and building relationships, and delivering exceptional client service. You will also be involved in all activities that touch prospective and existing clients.

Job responsibilities:

• Provide support the Regional Director in directing and leading the branch to acquire and drive business opportunities in the local market
• Partners with the Banking & Investment product specialists to ensure full capabilities of the firm are packaged for Advisors to bring to clients
• Interacts with Advisors on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products
• Prepare the agenda, topics and materials for sales meetings
• Partners with the Regional Director on recruiting and acquiring external Advisors and teams
• Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
• Understands and adheres to our risk management processes, policies and tools

Required qualifications, capabilities, and skills:

• Series 7, 9, 10, 66 and SIE licenses required within 120 days from start
• Proven ability to be a self-starter and work independently in a high-pressure environment
• Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
• Demonstrate proactive follow-up and follow through on a task from start to finish
• Ability to communicate effectively with clients and maintain professionalism in difficult situations
• Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)
• Highly proficient user of Outlook, Word, PowerPoint and Excel

Preferred qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience preferred
• 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager

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. For those in eligible roles, discretionary incentive compensation which may be 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

Base Pay/Salary
San Francisco, CA $235, 000.00 - $260, 000.00 / year