3,024 Wealth Consultant jobs in the United States
Private Wealth Consultant
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted 1 day ago
Job Viewed
Job Description
**Essential Duties and Responsibilities**
+ Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
+ Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
+ Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
+ Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
+ Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
+ Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
+ Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
+ Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
+ Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
+ Participate in strategic development of new service offerings.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Advanced concepts of private wealth management planning; investment management; and specialized products.
+ Advanced principles of banking, trust and finance and securities broker/dealer operations.
+ Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.
+ Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios
**Skill in**
+ Excellent problem solving skills to identify the needs of clients through effective questioning and listening.
+ The ability to research issues and confidently help advisors think through clients' planning strategies.
+ The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
+ Articulating complex technical financial planning concepts.
+ Preparing and delivering clear, effective, and professional presentations.
+ Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.
**Ability to**
+ Identify and position the products and services financial advisors use in financial planning.
+ Think quickly and creatively, and react well to deadline pressure.
+ Provide a high level of customer service and commitment to a supportive and collaborative environment.
+ Work independently as well as collaboratively within a team environment.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients.
+ OR ~
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.
+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by the Wealth Planning management team and hiring manager.
+ Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
+ Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
+ Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
+ Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
+ Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
+ Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
+ Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
+ Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
+ Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
+ Participate in strategic development of new service offerings.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Advanced concepts of private wealth management planning; investment management; and specialized products.
+ Advanced principles of banking, trust and finance and securities broker/dealer operations.
+ Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.
+ Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios
**Skill in**
+ Excellent problem solving skills to identify the needs of clients through effective questioning and listening.
+ The ability to research issues and confidently help advisors think through clients' planning strategies.
+ The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
+ Articulating complex technical financial planning concepts.
+ Preparing and delivering clear, effective, and professional presentations.
+ Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.
**Ability to**
+ Identify and position the products and services financial advisors use in financial planning.
+ Think quickly and creatively, and react well to deadline pressure.
+ Provide a high level of customer service and commitment to a supportive and collaborative environment.
+ Work independently as well as collaboratively within a team environment.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients.
+ OR ~
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.
+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by the Wealth Planning management team and hiring manager.
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0
Wealth Consultant with Military Background
Gainesville, Florida
Nungesser Region - Modern Woodmen of America
Posted today
Job Viewed
Job Description
Job Description
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
- Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia.
- Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
- Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
- Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
- Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in peoples lives.
- Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.
- Personal Background: Recently became a father and lives with his wife in Dawsonville. A former college soccer player who graduated from North Georgia. Enjoys deer hunting and stays connected with family in Griffin, Georgia.
- Professional Journey: Joined Modern Woodmen right out of college in July 2020 and quickly excelled, earning the role of Managing Partner within a few months. His competitive spirit and dedication have driven his rapid success in the organization.
- Core Values: Believes in hard work, perseverance, and the power of mentorship. Strives to lead by example and support his teams growth. Values both personal and professional development while maintaining strong family ties.
- Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
- Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
- Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.
- Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta Countys first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
- Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where shes spent the past three years helping others build stronger financial futures. Shes especially focused on empowering and educating women in wealth building.
- Core Values: Tricia believes in service, leadership, and the power of education. Shes committed to making a lasting impact by helping clientsespecially womengain confidence and clarity in their financial lives.
- Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
- Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
- Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
- Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
- Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
- Provide tailored financial solutions to meet the needs of our members
- Build and maintain strong relationships within the community
- Engage in community service and outreach programs
- Support the growth and development of the local office under the guidance of our local team
- Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
- Resources aligned to support you to recruit, train and develop the team of talented professionals
- Exclusive training/development with the financial services professional supporting you
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Flexible work from home options available.
View Now
1
Wealth Consultant with Military Background
Rome, Georgia
Nungesser Region - Modern Woodmen of America
Posted today
Job Viewed
Job Description
Job Description
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Flexible schedule
- Opportunity for advancement
- Training & development
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
- Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia.
- Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
- Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
- Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
- Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in peoples lives.
- Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.
- Personal Background: Recently became a father and lives with his wife in Dawsonville. A former college soccer player who graduated from North Georgia. Enjoys deer hunting and stays connected with family in Griffin, Georgia.
- Professional Journey: Joined Modern Woodmen right out of college in July 2020 and quickly excelled, earning the role of Managing Partner within a few months. His competitive spirit and dedication have driven his rapid success in the organization.
- Core Values: Believes in hard work, perseverance, and the power of mentorship. Strives to lead by example and support his teams growth. Values both personal and professional development while maintaining strong family ties.
- Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
- Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
- Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.
- Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta Countys first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
- Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where shes spent the past three years helping others build stronger financial futures. Shes especially focused on empowering and educating women in wealth building.
- Core Values: Tricia believes in service, leadership, and the power of education. Shes committed to making a lasting impact by helping clientsespecially womengain confidence and clarity in their financial lives.
- Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
- Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
- Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
- Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
- Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
- Provide tailored financial solutions to meet the needs of our members
- Build and maintain strong relationships within the community
- Engage in community service and outreach programs
- Support the growth and development of the local office under the guidance of our local team
- Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
- Resources aligned to support you to recruit, train and develop the team of talented professionals
- Exclusive training/development with the financial services professional supporting you
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Flexible work from home options available.
View Now
2
Wealth Consultant with Military Background
Macon, Georgia
Nungesser Region - Modern Woodmen of America
Posted today
Job Viewed
Job Description
Job Description
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experiencestrategic thinking, adaptability, and resilienceinto a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security.
About Modern Woodmen of America:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Backbone of Our Success, Our Local Leaders:
Danny Nungesser - Regional Director:
- Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia.
- Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years.
- Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people.
- Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
- Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan.
- Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in peoples lives.
- Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive.
- Personal Background: Recently became a father and lives with his wife in Dawsonville. A former college soccer player who graduated from North Georgia. Enjoys deer hunting and stays connected with family in Griffin, Georgia.
- Professional Journey: Joined Modern Woodmen right out of college in July 2020 and quickly excelled, earning the role of Managing Partner within a few months. His competitive spirit and dedication have driven his rapid success in the organization.
- Core Values: Believes in hard work, perseverance, and the power of mentorship. Strives to lead by example and support his teams growth. Values both personal and professional development while maintaining strong family ties.
- Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community.
- Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner.
- Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community.
- Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta Countys first and largest all-female Boy Scout Troop, where her love for leadership and community shines.
- Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where shes spent the past three years helping others build stronger financial futures. Shes especially focused on empowering and educating women in wealth building.
- Core Values: Tricia believes in service, leadership, and the power of education. Shes committed to making a lasting impact by helping clientsespecially womengain confidence and clarity in their financial lives.
- Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.
- Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.
- Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.
- Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.
- Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.
We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will:
- Provide tailored financial solutions to meet the needs of our members
- Build and maintain strong relationships within the community
- Engage in community service and outreach programs
- Support the growth and development of the local office under the guidance of our local team
- Starting income ranging from 97K to 192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.
- Resources aligned to support you to recruit, train and develop the team of talented professionals
- Exclusive training/development with the financial services professional supporting you
- An environment and culture of mutual support and growth
- Attainment of prestigious credentials and recognition
- Consistent opportunities for growing your income and character
- Strong benefits and retirement package
- Dental, health, and vision insurance
- Flexible schedule
- Life insurance
- Professional development assistance
- Referral program
Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region.
Flexible work from home options available.
View Now
3
Intern, Investment Portfolio Management
06132 Hartford, Connecticut
The Hartford
Posted 1 day ago
Job Viewed
Job Description
Student Intern - HHSIAN
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Hartford Investment Management Company (HIMCO), a subsidiary of The Hartford Financial Services Group, is committed to being a leading provider of investment management solutions. About the internshipThis is a 10-week experience, designed to fully immerse analysts in the buy-side investment management industry by working alongside one of HIMCO's Front Office teams. Sector assignments can include positions within credit research, privates, structured credit, quantitative equity, portfolio management and macroeconomic strategy. Analysts are offered extensive development opportunities through a mentoring program, a mock-trading competition, an executive speaker series, volunteering, and social events. Analyst contributions during his/her internship will culminate in a capstone project presentation to provide an opportunity for exposure to HIMCO senior leaders. Successful summer interns may be invited back for a full time Front Office position. About the teamManaging $100B+ in AUM, HIMCO is one of the most sophisticated asset managers in the insurance industry, with our wide array of investment strategies on behalf of our clients, which include the affiliated assets of The Hartford's Insurance Company. Our investment expertise spans across the risk/return spectrum of asset classes, including fixed income, public equity, alternatives, and private markets.
What are we looking for?Our summer internship program is open to candidates currently pursuing a bachelor's degree, with an expected graduation date between December 2026 and June 2027. While there are no requirements for a specific discipline or major, our team is looking for highly motivated individuals with a strong record of academic achievement, and a demonstrated interest in financial markets.
Candidate qualities we look for include:- Deep interest and basic knowledge of financial markets- Some related course work (e.g. finance, economics, mathematics, computer science, engineering etc.) and/or student investment or finance club experience- Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity- Strong problem-solving and analytical skills, including use of technology- Excellent time management, organizational and communications skills- Proficiency in the Microsoft Office suite of products (Excel, PowerPoint, & Word) is required. Familiarity with coding languages such as Excel VBA, R, Stata, or MATLAB, etc. are considered a plus
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
Your California Privacy Choices ( Privacy Policy
Canadian Privacy Policy ( Areas of LA County, CA (Applicant Information)
MA Applicant Notice (
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Hartford Investment Management Company (HIMCO), a subsidiary of The Hartford Financial Services Group, is committed to being a leading provider of investment management solutions. About the internshipThis is a 10-week experience, designed to fully immerse analysts in the buy-side investment management industry by working alongside one of HIMCO's Front Office teams. Sector assignments can include positions within credit research, privates, structured credit, quantitative equity, portfolio management and macroeconomic strategy. Analysts are offered extensive development opportunities through a mentoring program, a mock-trading competition, an executive speaker series, volunteering, and social events. Analyst contributions during his/her internship will culminate in a capstone project presentation to provide an opportunity for exposure to HIMCO senior leaders. Successful summer interns may be invited back for a full time Front Office position. About the teamManaging $100B+ in AUM, HIMCO is one of the most sophisticated asset managers in the insurance industry, with our wide array of investment strategies on behalf of our clients, which include the affiliated assets of The Hartford's Insurance Company. Our investment expertise spans across the risk/return spectrum of asset classes, including fixed income, public equity, alternatives, and private markets.
What are we looking for?Our summer internship program is open to candidates currently pursuing a bachelor's degree, with an expected graduation date between December 2026 and June 2027. While there are no requirements for a specific discipline or major, our team is looking for highly motivated individuals with a strong record of academic achievement, and a demonstrated interest in financial markets.
Candidate qualities we look for include:- Deep interest and basic knowledge of financial markets- Some related course work (e.g. finance, economics, mathematics, computer science, engineering etc.) and/or student investment or finance club experience- Strong drive, attention to detail, and a self-starter with a high degree of intellectual curiosity- Strong problem-solving and analytical skills, including use of technology- Excellent time management, organizational and communications skills- Proficiency in the Microsoft Office suite of products (Excel, PowerPoint, & Word) is required. Familiarity with coding languages such as Excel VBA, R, Stata, or MATLAB, etc. are considered a plus
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
Your California Privacy Choices ( Privacy Policy
Canadian Privacy Policy ( Areas of LA County, CA (Applicant Information)
MA Applicant Notice (
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4
Syndicated Portfolio Management
33222 Miami, Florida
Intercredit Bank N.A.
Posted today
Job Viewed
Job Description
Summary:
We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.
Key Responsibilities
- Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
- Oversee the performance of portfolio assets, identifying trends and early warning signals
- Manage periodic renewals and ensure timely updates of credit files and borrower profiles
- Conduct periodic reviews in accordance with OCC guidelines and internal standards
- Perform stress testing to assess portfolio resilience under adverse scenarios
- Track and monitor covenant compliance, escalating breaches and recommending corrective actions
- Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
- Provide risk appetite guidance to relationship managers and credit teams
- Monitor and report on asset quality, including delinquencies, impairments, and recoveries
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
- 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
- Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
- Proficiency in portfolio monitoring tools and financial reporting systems
- Excellent analytical, organizational, and communication skills
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
SUPERVISORY RESPONSIBILITIES
Employee does not have any supervisory responsibilities
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is a equal opportunity employer.
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5
Manager, Portfolio Management
32806 Orlando, Florida
The Walt Disney Company
Posted today
Job Viewed
Job Description
At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, and Disney Vacation Club. The Disney Experiences Technology team is responsible for the end-to-end digital and physical Guest experience for all technology & digital-led initiatives across the Attractions & Entertainment, Food & Beverage, Resorts & Transportation, and Merchandise lines of business as well as other initiatives including the MyDisneyExperience app and Hey, Disney!
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
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6
Portfolio Management Analyst
19725 Newark, Delaware
JPMorgan Chase
Posted 1 day ago
Job Viewed
Job Description
As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
**Job Responsibilities:**
+ Manage portfolio exceptions of JPMWM SBL clients
+ Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
+ Review and assist with resolution of margin calls with JPMWM Advisors
+ Work with the estates team to manage pipeline and ensure timely resolution
+ Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
+ Identification of operational gaps and ensure resolution
**Required qualifications, capabilities, and skills** :
+ General understanding of credit products/commercial lending concepts
+ Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
+ Strong analytical and problem-solving skills
+ Excellent communication, presentation, and personal skills
+ Ability to think critically and multi-task
+ Perform tasks with limited supervision
**Preferred qualifications, capabilities, and skills** :
+ Preferred Bachelor's degree in a business-related field
+ Candidates should have 3-5 years of private banking/asset management and credit/lending experience
+ General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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