J.P. Morgan Wealth Management
1 week ago
Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices.
As a Wealth Management Referral Associate, you will support the referral processes within the JPMorgan Wealth Management (JPMWM) organization. This role requires attention to detail and experience in a client-facing environment. You will collaborate with internal stakeholders and support the implementation of strategies to enhance operational efficiencies.
Job responsibilities
- Assist in the development and implementation of referral partnerships in JPMorgan Wealth Management.
- Support coordination efforts with leadership teams to discuss program progress and operations.
- Engage with field leaders to help drive strategy and program scalability.
- Help identify risks and escalate issues, contributing to solution-focused resolutions.
- Collaborate with Product and Tech teams to support the design and enhancement of referral tools and capabilities.
- Assist in building and managing reporting capabilities to track success metrics and suggest improvements.
- Support performance and reporting updates for key stakeholders.
- Build trust and rapport through interactions to support strategic initiatives.
Required qualifications, capabilities, and skills
- 1+ years of experience in financial services or a related field.
- Strong communication skills (both written and verbal) with the ability to convey complex topics clearly.
- Ability to build relationships and work collaboratively with team members and stakeholders.
- Critical thinking skills and a willingness to learn and adapt in a dynamic environment.
- Detail-oriented with strong organizational and prioritization skills.
- Ability to work effectively in a team and contribute to achieving goals.
Preferred Qualifications:
- Experience in Wealth Management is a plus.
- Self-motivated with a commitment to continuous learning and professional development.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
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