23 Professional Services jobs in Davie

Cloud Engineer I, Networking, Professional Services, Google Cloud
_corporate_fare_ Google _place_ Chicago, IL, USA; Atlanta, GA, USA; +4 more; +3 more
**Mid**
Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area.
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XNote: By applying to this position you will have an opportunity to share your preferred working location from the following: **Chicago, IL, USA; Atlanta, GA, USA; Houston, TX, USA; Miami, FL, USA; Austin, TX, USA** .
**Minimum qualifications:**
+ Bachelor's degree in Computer Science or equivalent practical experience.
+ 3 years of experience in networking, compute infrastructure (e.g., servers, databases, firewalls, load balancers) and architecting, developing, or maintaining cloud solutions in virtualized environments.
+ 3 years of experience in project management and technical solution delivery.
+ Ability to travel 30% of the time, as needed, for client engagements.
**Preferred qualifications:**
+ Experience with one or more third-party networking products (e.g., PANW, Fortinet, VMWare Cloud Foundation).
+ Experience in scalable networking design, including high availability, redundancy, fail-over, and load balancing.
+ Experience troubleshooting networking protocols such as TCP/IP, HyperText Transfer Protocol Secure (HTTP/S), and Border Gateway Protocol (BGP).
+ Experience in customer-facing migration, including service discovery, assessment, planning, execution, and operations.
+ Knowledge of containerization and container orchestration technologies such as Google Kubernetes Engine (GKE).
+ Familiarity with standard IT security practices such as identity and access management, data protection, encryption, certificate and key management.
**About the job**
The Google Cloud Consulting Professional Services team guides customers through the moments that matter most in their cloud journey to help businesses thrive. We help customers transform and evolve their business through the use of Google's global network, web-scale data centers, and software infrastructure. As part of an innovative team in this rapidly growing business, you will help shape the future of businesses of all sizes and use technology to connect with customers, employees, and partners.
In this role, you will work with Google's customers on cloud networking projects that transform business. You will provide consulting, program management, and technical expertise on customer engagements, while working with client executives and key technical leaders to deploy solutions on Google Cloud Platform. You will also work with Google partners to deliver joint consulting services, providing technical guidance and networking best practices.
Google Cloud accelerates every organization's ability to digitally transform its business and industry. We deliver enterprise-grade solutions that leverage Google's cutting-edge technology, and tools that help developers build more sustainably. Customers in more than 200 countries and territories turn to Google Cloud as their trusted partner to enable growth and solve their most critical business problems.
The US base salary range for this full-time position is $123,000-$176,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google ( .
**Responsibilities**
+ Propose solution architectures and manage the deployment of cloud networking solutions according to customer requirements and implementation best practices.
+ Work with customers to design and implement Cloud based technical architectures, migration approaches, and application optimizations that enable business objectives.
+ Work with internal specialists, product, and engineering teams to package approaches, best practices, and lessons learned into thought leadership, methodologies, and published assets.
+ Interact with business, partners, and customer technical stakeholders to manage project scope, priorities, deliverables, risks and issues, and timelines for successful client outcomes.
+ Travel up to 30% for in-region for meetings, technical reviews, and onsite delivery activities.
Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
Google is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the users we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See alsoGoogle's EEO Policy ( ,Know your rights: workplace discrimination is illegal ( ,Belonging at Google ( , andHow we hire ( .
If you have a need that requires accommodation, please let us know by completing ourAccommodations for Applicants form ( .
Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
To all recruitment agencies: Google does not accept agency resumes. Please do not forward resumes to our jobs alias, Google employees, or any other organization location. Google is not responsible for any fees related to unsolicited resumes.
Google is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also and If you have a need that requires accommodation, please let us know by completing our Accommodations for Applicants form:

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**Role & Responsibilities:**
Utilizing your skills, experience and passion for customer service to help propel your team and its business partners to success.
**What would you do every day as a Customer Care Professional?**
+ Consistently deliver extraordinary service on a high volume of inbound calls in a fast-paced, structured, customer care environment with a keen focus on driving a Customer First mentality
+ Consult with Card Members to understand their needs and tailor unique and personal solutions for them, while also reinforcing the benefits of card membership and acknowledging Card Member tenure
+ Add value for our customers through unexpected relevant recommendations of product offers/ benefit enrollments that deepen customer engagement and loyalty
+ Utilize your "service oriented" personality to develop key selling skills to optimize and solidify the customer relationship by deepening their loyalty to our brand
+ Address general and account-specific customer inquiries- statement inquiries, card replacement, make payments, rewards redemption, etc., and update customer account information
+ Use tools and resources to identify custom solutions and anticipate customer needs, in our commitment to maintain a first point of contact resolution
+ Meet and exceed performance goals that include, but are not limited to: sales rates, quality goals, compliance regulations and productivity targets, & customer performance metrics
**Minimum Qualifications:**
+ Strong written and communication skills to be able to converse effectively and naturally with our Card Members to deepen client relationships and drive satisfaction
+ Resilience needed to efficiently manage a steady stream of customer calls, while balancing performance to meet a variety of metrics, and remain positive through change and stressful situations
+ Ability to showcase humility and show care and appreciation through emotional acknowledgement of our customer queries/situations on each call
+ Technical savvy to multi-task and navigate through multiple computer systems and applications, simultaneously, with speed and accuracy
+ Integrity to manage sensitive Card Member information and adhere to all Regulatory and Compliance guidelines related to servicing and sales practices
+ Driven to please by providing the ultimate experience for our Card Members on every interaction
+ Timeliness and reliability
**Preferred Skills:**
+ Passion for building customer loyalty through exceptional listening, consultative relationship building, resourcefulness and problem-solving skills
+ Customer service and consultative sales environment experience preferred
+ Passion for consultative sales, recommending products or solutions tailored to each customer
+ Ability to adapt communication style to a wide variety of personalities and situations and take ownership and responsibility for each call, from beginning to end
**Additional Requirements:**
+ Flexibility to work anytime between 6:00am - 2:00am, including weekends
+ Hybrid Environment - on site expectation 3 days/week
+ Workplace Flexibility: Full time. Shift flexibility requirements
+ American Express offers a fantastic and diverse working environment. High performance is rewarded with target driven incentives
**Qualifications**
Hourly Range: $20.00 to $21.65 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Customer Service
**Primary Location:** US-Florida-Sunrise
**Schedule** Full-time
**Req ID:**

Registered Wealth Management Client Associate
Miami, Florida
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Required Qualifications:**
+ FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
+ Displays advanced industry knowledge and understanding of investment products
**Desired Qualifications:**
+ Energetic individual that is self-motivated, coachable and flexible in thought
+ Enjoys a fast-paced environment with changing and evolving responsibilities
+ Detail oriented
+ Invested in personal development
+ Consistently pursues client experience excellence
+ Works quickly to fulfill client needs, delivering complex solutions
+ Frequent communication and an abundance of discretion with sensitive information
+ Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
+ Professional verbal and written communication
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE ( Our Community of Food People!
Engage with 3rd party Contract & Design company and US Foods markets and sellers to profitably grow equipment and supply category through identification of new business opportunities. Develop and enhance processes to ensure effective service levels, communications between USF and 3rd party Design vendors. Connect, negotiate agreements and be the conduit of communications between parties.
**Flexible Work Policy: The work for the Manager Contract and Design position is completely remote anywhere in the United States except Hawaii or United States Territories.**
**RESPONSIBILITIES**
+ Identify, initiate, and develop new or incremental business through partnership between USF markets and Contract & Design vendors.
+ Research and develop lists of potential customers.Make targeted sales calls and identify opportunities for category growth.
+ Develop relationships and generate leads along with sales staff.
+ Conduct periodic Vendor Business Reviews to identify customer needs as well as category gaps.
+ Work with USF leadership and Contract & Design group to drive sales, marketing initiatives, and support
+ Build and maintain close working relationships with USF market leadership, Field Sales, and Equipment & Supply Category Specialists to build awareness of, and focus on, the contract and design program.
+ Serve as Subject Matter Expert for process and system improvements
+ Participate in enterprise-wide projects including system changes, process development and customer impact initiatives
+ Set and meet quality & productivity expectations with Field Sales Team to align with overall company goals
+ Other duties as assigned by Manager
SUPERVISION: This individual will work cross functionally with other team members.
**QUALIFICATIONS**
**Education/Training:**
- Bachelor's degree in Business Administration or related field experience required. Contract & Design or related field experience required.
- 3 - 5 years' experience in Contract & Design and Project Coordinator/Management
- Proficiency in Outlook, PowerPoint, Excel, Word, Access; experience using AS400 and the ability to effectively use Internet/Intranet software applications
**Related Experience/Requirements:**
- Ideal candidate has experience that includes collaboration in a functional matrixed environment and virtual leadership across multiple sites.
- Overnight travel may be required to participate in training, meetings, or other company events.
**Knowledge/Skills/Abilities:**
- Proactive, problem-solver, effective communicator with multiple organizational levels.
- Excellent interpersonal and communication skills including presentation ability. Strong customer orientation. High energy, creativity, leadership, and motivational skills.
- Must have a valid driver's license.
**Physical Requirements:**
Controlled office environment.
Limited physical activity, sitting/ standing/ walking/ carrying less than 20 lbs.
This role will also receive annual incentive plan bonus.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between
$75,000 - $20,000
***EOE - Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/** **Age/Genetic Information** **/Protected Veteran/Disability Status***
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Androide ( Foods is one of America's great food companies and a leading foodservice distributor, partnering with approximately 300,000 restaurants and foodservice operators to help their businesses succeed. With 28,000 employees and more than 70 locations, US Foods provides its customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions. US Foods is headquartered in Rosemont, Ill., and generates more than $28 billion n annual revenue. Visit to learn more.
US Foods may collect personal information from you in connection with the application process. US Foods complies with the California Privacy Rights Act of 2020, and its policy may be found here ( **.**
US Foods, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis prohibited by applicable law.
EEO is the Law poster is available here ( .
EEO is the Law poster supplement is available here ( .
Pay Transparency policy statement is available here ( .
US Foods is committed to working with and providing reasonable accommodation to individuals with disabilities. If reasonable accommodation is needed to participate in the interview process or to perform essential job functions, please contact our US Foods Application Accommodation Line at . You will be prompted to leave a message. Please state the specifics of the assistance needed and your contact information. A member of our HR department will return your call within two business days.

**Description**
As a member of the Information Services Department, the Manager, Business Solutions - Information Governance and Risk will function as a liaison to the Information Governance and Risk teams, guiding and aligning their technological roadmaps with their business objectives and priorities. They will offer recommendations for new or alternative technology solutions as necessary and execute these suggestions with minimal disruption to business services.
**ESSENTIAL FUNCTIONS:**
+ Actively engage key stakeholders, offering recommendations on departmental technology priorities, and ensuring the alignment of resources to ensure the successful completion of projects. This includes maintaining the existing technologies and tools utilized by the Firm's Information Governance and Risk departments.
+ Work with leadership on priorities for the team and ensure alignment, resourcing and governance with key stakeholders
+ Manage projects, allocate resources, and monitor performance deliverables to ensure timely completion of projects.
+ Lead requirements gathering meetings in a way to ensure the end solution meets the requestors' needs.
+ Partner with business teams to create User Acceptance Test plans and serve as a liaison between technical and business teams when conducting the testing.
+ Provide subject matter expertise in system reporting, training, and issue resolution
+ Oversee the pertinent third-party vendor relationships.
+ Suggest innovations and technical/process improvements that will lead to efficiencies and/or automation.
+ Drive the development of a systems roadmap that will drive scalability, business optimization, and zero-touch processes.
+ Keep abreast of intake, risk, and information governance application technologies through attendance of seminars, conferences, training programs, and meetings held by professional groups.
**ADDITIONAL FUNCTIONS:**
+ Special Projects, as assigned.
**QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS, AND ABILITIES):**
**Education:**
+ Bachelor's Degree Computer Science, Information Technology, Engineering, Business Administration or related discipline or equivalent combination of education, training and experience in lieu of degree may be considered.
**Experience:**
+ 8 years legal IT industry experience, 5 years management or lead experience.
+ Law firm experience required.
+ Leadership experience on projects for cross-functional teams.
**Knowledge, Skills, & Abilities:**
+ Experience with New Business Intake, Conflicts, Records Management, and Matter Mobility business processes and the software that supports them.
+ Strong leadership and people skills to establish and maintain effective working relationships with Information Governance and Risk teams, IS managers and vendors.
+ Strong professional communication both written and verbal.
+ Highly organized with attention to detail and excellent follow-through skills
+ Gather requirements and process mapping experience required.
+ Strong ability to multi-task.
+ Proactive, self-motivated with a high level of ownership and drive to achieve goals.
+ Ability to navigate sometimes ambiguously-defined problems, developing creative solutions and delivering meaningful results.
**WORK ENVIRONMENT & PHYSICAL DEMANDS:**
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
**PHYSICAL REQUIREMENTS**
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
**VISUAL ACUITY**
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
**COMPENSATION & BENEFITS**
The salary ranges for this position apply to the respective listed locations. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. Reasonable estimates of the current ranges for this position are:
+ Atlantic City, Chicago, Denver, Las Vegas, Los Angeles, Minneapolis, Morristown, Princeton, Seattle, Washington, D.C.: $130,000 to $58,000
+ New York & San Francisco: 150,000 to 170,000
For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (foxrothschild.com) ( Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._
_The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

Business Solutions Advisor - Royal Oaks Financial Center - Bilingual Spanish Required
Hialeah, Florida
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
**Responsibilities:**
+ Recommends financial advice and guidance that align with client financial goals and needs
+ Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
+ Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
+ Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
+ Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
+ Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
**Required Qualifications** :
+ Has demonstrated experience and proven success with business-to-business sales, or small business banking.
+ Has strong communication skills with the ability to effectively influence clients.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Has a proven sales track record.
+ Is able to build productive partnerships and working relationships.
+ Is experienced with outbound phone sales.
+ Bilingual Spanish
**Desired Qualifications:**
+ Experience with financial information, spreadsheets and financial skills.
+ Experience with in-person customer service and sales.
+ Experience working with small business clients.
+ Experience meeting or exceeding goals.
+ A working knowledge of small business products and services.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ 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
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ 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
+ 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
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
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 & Co. Products not available in all states.
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, paid in the form of cash and/or forfeitable equity, 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

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**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ 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
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ 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
+ 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
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
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 & Co. Products not available in all states.
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, paid in the form of cash and/or forfeitable equity, 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