Top Tech Jobs & Startup Jobs

Provide comprehensive financial planning and advice to individuals and families, build a book of business through client acquisition and relationship management, deliver goals-based investment solutions, coordinate referrals with Chase partners, educate clients on digital tools, and maintain required securities and insurance licenses.

Advise JPMorgan businesses on US information reporting and withholding: interpret IRS guidance, review new products and documentation, respond to internal tax questions, provide training, and guide year-end filings (Forms 1099, 1098, 1042-S).

Provide comprehensive financial planning and goals-based advice to individuals and families. Build and manage a book of business, acquire and deepen client relationships, and deliver personalized investment and insurance solutions while leveraging digital tools and partner referrals.

Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate with Chase partners, and promote digital tools and holistic financial coaching.

Provide comprehensive, goals-based financial planning and investment advice to individuals and families. Build and manage client relationships, acquire new clients, coordinate with Chase partners, educate clients on digital tools, and deliver personalized investment and insurance solutions while maintaining regulatory licenses and strong ethical standards.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and grow a book of business, acquire and retain clients, coordinate with partners, educate clients on digital tools, and uphold regulatory and ethical standards.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and maintain a book of business, acquire clients and deepen relationships through personalized investment and insurance solutions, collaborate with Chase partners, educate clients on digital tools, and uphold strong ethical standards.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and grow client relationships and a book of business; deliver personalized investment and insurance solutions; educate clients on digital tools; coordinate referrals with Chase partners and meet licensing and compliance requirements.

Provide comprehensive, goals-based financial planning and investment advice to individuals and families. Build and deepen client relationships, acquire new clients, coordinate with partners, educate clients on digital tools, and deliver personalized investment and insurance solutions while maintaining licensing and regulatory compliance.

Provide comprehensive financial planning and goals-based investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate with Chase partners, educate clients on digital tools, and maintain regulatory licenses and insurance credentials while upholding integrity and delivering exceptional client service.