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<h2>Job Description</h2> At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities <ul> <li>Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity</li> <li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li> <li>Demonstrate a deep understanding of financial markets and sound business judgement</li> <li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li> <li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li> <li>Provide a holistic view of clients’ needs and financial coaching beyond investments</li> <li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li> </ul> Required qualifications, capabilities, and skills <ul> <li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li> <li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li> <li>Demonstrated ability and commitment to goals-based planning and advice</li> <li>A valid and active Series 7</li> <li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment </li> <li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Certified Financial Planning (CFP®) certification is preferred</li> <li>Bachelor’s degree preferred</li> </ul> INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.

J.P. Morgan

J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, Oklahoma

Relationship Banker - Oklahoma North Market - Tulsa, OK

<h2>Job Description</h2> We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities <ul> <li>Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings</li> <li>Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements</li> <li>Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want</li> <li>Assists clients and the branch team by helping with new account openings when needed <ul> <li>Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures</li> </ul> </li> </ul> Required qualifications, capabilities, and skills <ul> <li>6+ months of customer service experience </li> <li>High school diploma or GED equivalent </li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures</li> <li>Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills</li> <li>Strong desire and ability to influence, educate, and connect customers to technology</li> <li>Cash handling experience</li> </ul>

Part Time Associate Banker Oklahoma North (30 hours)

<h2>Job Description</h2> We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities <ul> <li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li> <li>Generate business results and acquire new assets, both from existing client base and new client acquisition </li> <li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li> <li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li> <li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co. </li> <li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li> <li>Strictly adhere to all risk and control policies, regulatory guidelines and security measures</li> </ul> Required Qualifications, Capabilities, and Skills <ul> <li>Six plus years of work experience in Private Banking or Financial Services</li> <li>Bachelor’s Degree required</li> <li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li> <li>Proven sales success and strong business acumen </li> <li>Strong community presence with an established network </li> <li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts </li> <li>Focuses on the client experience and works tirelessly on the client’s behalf</li> </ul> Preferred Qualifications, Capabilities, and Skills <ul> <li>MBA, JD, CFA, or CFP preferred</li> <li>Proactive, takes initiative, and uses critical thinking to solve problems </li> <li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills </li> <li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li> <li>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</li> </ul>

4 J.P. Morgan Jobs