7 Professional Services jobs in Manasquan

Are you the type of person who loves to learn and understand how and why new processes work? Do you enjoy solving your customer's business problems through a solid sourcing process and strong contract negotiations? Does the idea of each day bringing a new challenge to solve excite you?

If yes, then Guardian's Senior Analyst, Sourcing & Contracting of Professional Services Category is a role for you.

This role will manage end-to-end sourcing and contracting negotiations of sourcing activity and projects within the Professional Services category. You will become familiar with Guardian's contract landscape, supplier base, and manage key suppliers. This role will engage the business early in the sourcing process to understand requirements, propose category management ideas and offer cost-saving opportunities.

You will lead, mentor, and inspire staff and peers to achieve best practices and consistently demonstrate our Guardian Values of "We believe people count," "We do the right thing," "We courageously shape our future together" and "We go above and beyond for the people we serve."

You will:

• Run and lead end-of-end execution of complex RFPs, RFIs, vendor selection and contract negotiations in the Professional Services Category.

• Candidate must possess experience handling technology and non-technology professional services sourcing projects.

• Collaborate with key stakeholders and cross-functional teams to define requirements, evaluate proposals, and ensure timely decision-making.

• Research and advise Guardian stakeholders on supplier options, deal structuring and other deal aspects, including deal duration, selection criteria and supplier KPIs.

• Create evaluation sheets and perform qualitative and quantitative analysis to drive to consensus on supplier selection.

• Providing detailed analysis of supplier proposals to stakeholders, including pricing and business terms.

• Provide the first layer of review prior to sending matters to legal and will need to directly interface with suppliers and internal business partners. The ideal candidate will demonstrate strong organizational skills, possess the ability to multi-task, be detail oriented, and be able to set and manage priorities.

• Become familiar with Guardian's contract landscape, supplier base, and manage key suppliers.

• Engage the business early in the sourcing process to understand requirements, propose category management ideas and cost saving opportunities.

• Manage and prioritize a large volume of contracts and sourcing projects simultaneously.

• Provide the first layer of review prior to sending matters to legal and will need to directly interface with suppliers and internal business partners.

• Demonstrate strong organizational skills, possess the ability to multi-task, be detail oriented, set, and manage priorities

• Build trusted relationships with IT, Legal, Finance, and business leaders.

• Act as a strategic advisor, understanding stakeholder needs and aligning sourcing strategies accordingly.

• Facilitate alignment across diverse teams and drive consensus in decision-making.

You have:

• Bachelor's degree in technology, Finance, Legal, or Business, MBA not required but preferred.

• 8 - 10 years' experience in sourcing and contract negotiations experience required.

• Demonstrable understanding of the end-to-end sourcing and contracting process.

• Excellent computer skills including Microsoft Office (Outlook, Word, PowerPoint, and Excel).

• Ability to comprehend business and legal terms related to sourcing/contract matters.

• Ability to redline contracts to ensure proper capture of business terms in the contracts

• Demonstrated analytical and contract negotiation skills.

• Ability to demonstrate following skills:

• Empathy & Active Listening - Build trust and understand stakeholder perspectives.

• Clear Communication - Convey complex ideas with clarity and influence across all levels.

• Adaptability - Thrive in dynamic environments and pivot strategies when needed.

• Collaboration - Work seamlessly across functions, valuing diverse viewpoints.

• Integrity & Accountability - Take ownership and act with transparency and fairness.

• Problem-Solving Mindset - Tackle challenges with creativity and resilience.

• Mentorship & Team Spirit - Support others' growth and contribute to a positive, inclusive team culture

• Organizational Alignment- Align with strategic priorities and fostering a culture of mutual respect and trust. Maintains a constructive attitude and supports decisions even when navigating different viewpoints.

Reporting Relationship

This position reports to the Head of Category Management, Professional Services. The role resides in the Strategic Sourcing & Vendor Management organization.

Location:

Hybrid role - 3 days in the office, 2 days WFH located in the Holmdel, NJ or Hudson Yards, NYC Guardian office

Salary Range:

$80,940.00 - $132,975.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Are you the type of person who loves to learn and understand how and why new processes work? Do you enjoy solving your customer's business problems through a solid sourcing process and strong contract negotiations? Does the idea of each day bringing a new challenge to solve excite you?
If yes, then Guardian's Senior Analyst, Sourcing & Contracting of Professional Services Category is a role for you.
This role will manage end-to-end sourcing and contracting negotiations of sourcing activity and projects within the Professional Services category. You will become familiar with Guardian's contract landscape, supplier base, and manage key suppliers. This role will engage the business early in the sourcing process to understand requirements, propose category management ideas and offer cost-saving opportunities.
You will lead, mentor, and inspire staff and peers to achieve best practices and consistently demonstrate our Guardian Values of "We believe people count," "We do the right thing," "We courageously shape our future together" and "We go above and beyond for the people we serve."
**You will:**
+ Run and lead end-of-end execution of complex RFPs, RFIs, vendor selection and contract negotiations in the Professional Services Category.
+ Candidate must possess experience handling technology and non-technology professional services sourcing projects.
+ Collaborate with key stakeholders and cross-functional teams to define requirements, evaluate proposals, and ensure timely decision-making.
+ Research and advise Guardian stakeholders on supplier options, deal structuring and other deal aspects, including deal duration, selection criteria and supplier KPIs.
+ Create evaluation sheets and perform qualitative and quantitative analysis to drive to consensus on supplier selection.
+ Providing detailed analysis of supplier proposals to stakeholders, including pricing and business terms.
+ Provide the first layer of review prior to sending matters to legal and will need to directly interface with suppliers and internal business partners. The ideal candidate will demonstrate strong organizational skills, possess the ability to multi-task, be detail oriented, and be able to set and manage priorities.
+ Become familiar with Guardian's contract landscape, supplier base, and manage key suppliers.
+ Engage the business early in the sourcing process to understand requirements, propose category management ideas and cost saving opportunities.
+ Manage and prioritize a large volume of contracts and sourcing projects simultaneously.
+ Provide the first layer of review prior to sending matters to legal and will need to directly interface with suppliers and internal business partners.
+ Demonstrate strong organizational skills, possess the ability to multi-task, be detail oriented, set, and manage priorities
+ Build trusted relationships with IT, Legal, Finance, and business leaders.
+ Act as a strategic advisor, understanding stakeholder needs and aligning sourcing strategies accordingly.
+ Facilitate alignment across diverse teams and drive consensus in decision-making.
**You have:**
+ Bachelor's degree in technology, Finance, Legal, or Business, MBA not required but preferred.
+ 8 - 10 years' experience in sourcing and contract negotiations experience required.
+ Demonstrable understanding of the end-to-end sourcing and contracting process.
+ Excellent computer skills including Microsoft Office (Outlook, Word, PowerPoint, and Excel).
+ Ability to comprehend business and legal terms related to sourcing/contract matters.
+ Ability to redline contracts to ensure proper capture of business terms in the contracts
+ Demonstrated analytical and contract negotiation skills.
+ Ability to demonstrate following skills:
+ Empathy & Active Listening - Build trust and understand stakeholder perspectives.
+ Clear Communication - Convey complex ideas with clarity and influence across all levels.
+ Adaptability - Thrive in dynamic environments and pivot strategies when needed.
+ Collaboration - Work seamlessly across functions, valuing diverse viewpoints.
+ Integrity & Accountability - Take ownership and act with transparency and fairness.
+ Problem-Solving Mindset - Tackle challenges with creativity and resilience.
+ Mentorship & Team Spirit - Support others' growth and contribute to a positive, inclusive team culture
+ Organizational Alignment- Align with strategic priorities and fostering a culture of mutual respect and trust. Maintains a constructive attitude and supports decisions even when navigating different viewpoints.
**Reporting Relationship**
This position reports to the Head of Category Management, Professional Services. The role resides in the Strategic Sourcing & Vendor Management organization.
**Location:**
Hybrid role - 3 days in the office, 2 days WFH located in the Holmdel, NJ or Hudson Yards, NYC Guardian office
**Salary Range:**
$80,940.00 - $132,975.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

As Head of Client Management (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits division of Guardian. You will be responsible for ensuring the delivery of exceptional client service while supporting the profitable growth and retention of our customer base. Working directly with Distribution Leadership and Home Office teams, you will implement strategies to improve overall customer outcomes and satisfaction, optimize productivity and strongly contribute to the financial performance of our client portfolio.
**You will:**
+ Build and lead a successful team of Client Management and Field Service professionals
+ Establish, monitor and achieve performance standards and metrics for the team
+ Build effective and collaborative relationships across key internal functions in order to execute upon initiatives which support our strategic priorities.
+ Develop and maintain strong relationships at senior levels with our top clients, brokers, and other key stakeholders.
+ Partner with Finance and Underwriting on pricing strategies and renewal positioning.
+ Provide regular reporting on revenue forecasts, client risk and service metrics.
+ Develop and implement action plans which drive enhanced efficiency and reduce operating expenses.
+ Design and implement efficient service delivery models to support customer growth and retention across all business segments and products.
+ Continuously evaluate and improve processes to enhance the client experience and operational effectiveness.
+ Partner with Sales leaders to identify growth markets and cross-selling opportunities.
+ Actively participate with the Distribution leadership team on market trends as represented by customer and broker feedback.
+ Foster a culture of accountability, collaboration and customer-centricity.
**You have:**
+ 10+ years in a senior relationship executive role required.
+ Advanced degree or equivalent experience preferred.
+ High level of group, worksite and absence management industry knowledge.
+ Ability to think strategically and provide thought leadership.
+ Strong analytic skills and financial skills with a demonstrated track record in execution.
+ Skillful negotiator and experience with conflict resolution.
+ Exceptional written and verbal communication.
+ Exceptional presentation skills.
+ Ability to travel nationally as business needs require.
**Location:**
+ Guardian hub - Boston, NYC, Stamford, Bethlehem, Holmdel
+ 30-40% travel within the US
**Salary**
$225,000
The salary reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
**Job responsibilities**
+ Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
+ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
+ Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
+ Prioritize daily work, track progress for current work, and consistently meet deadlines
+ Maintain and foster team culture
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
+ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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
**Base Pay/Salary**
Freehold,NJ $23.52 - $34.37 / hour

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

Job responsibilities

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Required qualifications, capabilities, and skills

• A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

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

Base Pay/Salary
Short Hills,NJ $26.49 - $7.50 / hour; Freehold,NJ 23.52 - 34.37 / hour

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
**Base Pay/Salary**
Lakewood,NJ $47,520.00 - $7,520.00; Englishtown,NJ 47,520.00 - 47,520.00; Howell,NJ 47,520.00 - 47,520.00; Manchester,NJ 47,520.00 - 47,520.00; Hamilton,NJ 47,520.00 - 47,520.00; Manalapan,NJ 47,520.00 - 47,520.00; Colts Neck,NJ 47,520.00 - 47,520.00