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Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and grow a book of business, educate clients on digital tools, coordinate referrals across Chase partners, and deliver goals-based planning while maintaining required FINRA and insurance licenses.

Provide comprehensive financial planning and goal-based advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, educate clients on digital tools, and integrate Chase partner referrals to deliver personalized investment and insurance solutions.

Lead development and production of systematic liquidity provision and alpha strategies for US cash equities. Research, implement, and monitor trading signals, manage portfolio risk with models and optimizers, develop execution cost and risk-pricing models, track profitability of live strategies, and collaborate closely with quant researchers and CRB technology teams globally.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, recommend investment and insurance solutions, collaborate with partners, and coach clients on digital tools and holistic financial needs.

Support institutional commodities sales across Americas, focusing on index/QIS products. Assist desk with account coverage, execution, marketing, strategic planning, and client relationship building, growing to own client coverage and be primary client contact.

Provide comprehensive financial planning and investment advice to individuals and families, build and maintain client relationships, acquire new clients, deliver goals-based planning, and leverage digital tools and Chase partner referrals to deepen client relationships.

Provide comprehensive, goals-based financial planning and investment advice to individual and family clients. Build and deepen client relationships through acquisition, referrals, and digital engagement while coordinating with Chase partners and maintaining regulatory licenses and industry best practices.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based planning and investment solutions, coordinate Chase partner referrals, and promote digital tools and financial coaching.

Provide comprehensive financial planning and advice to individual and family clients, build a book of business, deliver personalized investment and insurance solutions, acquire and deepen client relationships, and educate clients on digital tools and holistic financial needs.

Support management of a loan portfolio through credit analysis, modeling, forecasting and valuation. Generate trade ideas, communicate portfolio strategies, cover multiple credits, collaborate with portfolio managers and traders, oversee and train junior researchers, and perform data analysis and automation to support CPG originated Synthetic Risk Transfers.