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

Provide comprehensive financial planning and advice to individuals and families, build a book of business, deliver personalized investment solutions, educate clients on digital channels, coordinate Chase partner referrals, and foster strong client relationships while meeting goals-based planning requirements.

Manage a portfolio of client employee share plans, process operational transactions, maintain documentation and procedures, perform data reconciliation and reporting, identify system enhancements, support projects to improve operations, and act as a point of contact for client accounts while building partner relationships.

Provide comprehensive financial planning and goals-based advice to individuals and families, build a book of business, acquire and deepen client relationships, refer Chase partner solutions, and educate clients on digital investing tools while demonstrating integrity and market knowledge.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and manage a book of business through client acquisition and relationship management, educate clients on digital tools, coordinate Chase partner referrals, and maintain high ethical standards while supporting team goals and diversity.

Lead origination, structuring, and execution of unconventional corporate financing transactions across asset classes. Manage full deal cycle—financial analysis, pitches, client presentations, committee memos—and coordinate trading, banking, risk, legal, and rating agencies. Originate business, track market developments, develop products, and mentor junior team members to deliver client-centric strategic financing solutions.

Provide holistic financial planning and personalized investment advice to individuals and families; build and grow a book of business, acquire and retain clients through relationship management, collaborate with partners for referrals, educate clients on digital tools, and maintain required licenses while delivering exceptional client service.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families, build a book of business, acquire and retain clients, coordinate Chase partner referrals, educate clients on digital tools, and maintain required securities and insurance licenses.

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, educate clients on digital tools, and ensure compliant use of investment and insurance products.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver personalized investment and insurance solutions, and coordinate referrals across Chase partners while promoting digital adoption and client financial coaching.