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Provide comprehensive financial planning and goals-based advice to individuals and families. Build and deepen client relationships, acquire new clients, deliver personalized investment and insurance solutions, coordinate Chase partner referrals, and promote digital tools to improve client engagement.

Provide comprehensive, goals-based financial planning and advice to individuals and families. Build and manage client relationships, acquire new clients, deliver personalized investment and insurance solutions, coordinate with Chase partners, and promote digital tools to improve client engagement and financial outcomes.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build a book of business through client acquisition and referrals, offer goals-based planning, promote digital tools, collaborate with partners, and ensure high standards of integrity and client service.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build a book of business through client acquisition and referrals, collaborate with partners, educate clients on digital tools, and deliver holistic financial coaching while maintaining regulatory licenses and compliance.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, coordinate with Chase partners, promote digital tools, and deliver exceptional investor experience while maintaining regulatory licensing and compliance.

Lead origination and execution of power derivatives transactions for corporate and private clients across North America. Drive marketing and growth strategy, provide commodities coverage, negotiate legal documentation, model transactions, and manage stakeholder relationships to close deals under tight deadlines.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and manage a book of business, acquire and deepen client relationships, educate clients on digital tools, coordinate referrals, and deliver holistic financial coaching while meeting licensing and regulatory requirements.

Provide comprehensive financial planning and investment advice to individuals and families. Build and manage client relationships and a book of business, deliver goals-based solutions, coordinate Chase partner referrals, educate clients on digital tools, and promote client acquisition while maintaining regulatory licenses and fiduciary integrity.

Provide comprehensive financial planning and goals-based advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment solutions and referrals; educate clients on digital channels; collaborate with partners to meet clients’ broader financial needs while maintaining regulatory and ethical standards.

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 investment solutions, educate clients on digital tools, coordinate Chase partner referrals, and maintain required FINRA and insurance licenses.