J.p. Morgan Wealth Management

hace 3 semanas


San José, Costa Rica JPMorgan Chase & Co A tiempo completo

**JOB DESCRIPTION**
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 part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers 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. In this role, you are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

**Teamwork and Influence.** You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.

**Disciplined Practice Management.** You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You will rely on your leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.

**Customer Obsession.** You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

**One Chase Approach**. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

**What you will receive**

Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

J.P. Morgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

**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.

**ABOUT US**
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 recognize that our people are our strength and the diverse talents they bring to our glob


  • Global Wealth

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Key ResponsibilitiesSupport the Wealth business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, Wealth Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities includes...

  • Junior Specialist

    hace 3 semanas


    San José, Costa Rica Boston Consulting Group A tiempo completo

    **WHAT YOU'LL DO**: As a Junior Specialist within the Knowledge Management Services (KMS) for Principal Investors and Private Equity (PIPE) Practice Area your primary focus will be - Knowledge Curation activities, such as identifying, extracting and sanitizing meaningful content across various document repositories and sharing it back with the BCG...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our...


  • San José, Costa Rica EXANTE A tiempo completo

    **About EXANTE** EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology. Our proprietary trading platform enables direct market access to 1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options. We are...


  • San José, Costa Rica EXANTE A tiempo completo

    About the Role We are expanding our  Global Sales Force  and looking for an established  Senior Relationship Manager  in multiple locations. The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited investment opportunities...

  • Fp&a Lead Analyst

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi's US Personal Banking (USPB) business is a key market within our PBWM segment (Personal Bank and Wealth Management). The Marketing & Network Finance team is tasked with overseeing the budget and enhancing the financial analytics around our on-going marketing investments across USPB, including driving enhanced processes, analytical rigor and deepening...

  • Research Analyst

    hace 3 semanas


    San José, Costa Rica Boston Consulting Group A tiempo completo

    **WHAT YOU'LL DO**: As a Research Analyst within BCG's Data & Research Services (DRS) team, you would provide secondary research in support of proposals, client cases, and business or IP development initiatives, with specialization in Financial Institutions topics such as Retail banking, wholesale banking, Payments & Fintechs and Asset & Wealth Management....


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    KYC Operations Group Manager is a senior professional responsible for performing risk and compliance reviews in coordination with the broader Anti-Money Laundering (AML) team. The overall objective is to use cross-functional knowledge to lead the Costa Rica PBWM AML/KYC team to achieve operational goals and maximizebusiness impact. This role will manage...


  • San José, Costa Rica Coca-Cola A tiempo completo

    We’re accelerating our momentum as the fastest growing large consumer goods company in Latin America. People are our focus when we’re collaborating with our diverse network of locally connected bottling partners, and when we’re returning every drop of water we use to communities and nature. We empower our employees to challenge the status quo, make...

  • Finance Senior Analyst

    hace 4 semanas


    San José, Costa Rica The Coca-Cola Company A tiempo completo

    As a Finance Senior Analyst for Central America (CAM), you will partner with finance leaders (Franchise and Operational) Franchise (Bottlers) and/or local customer activities at the Franchise Unit level, to drive alignment across multiple stakeholders, and to develop the key insights needed to inform strategic priorities. **What You’ll Do for Us** -...


  • San Francisco, Heredia, Costa Rica 11274 Citi Business Services Costa Rica, SRL A tiempo completo

    The Business Risk and Control Senior Analyst RoleThe Business Risk and Control Senior Analyst position is ideal for seasoned professionals who bring a wealth of experience to the table. In this role, you will apply your deep disciplinary knowledge to contribute to the development of new techniques and enhance processes and workflows within your area of...


  • San José, San José, Costa Rica Coca-Cola A tiempo completo

    We're accelerating our momentum as the fastest growing large consumer goods company in Latin America. People are our focus when we're collaborating with our diverse network of locally connected bottling partners, and when we're returning every drop of water we use to communities and nature. We empower our employees to challenge the status quo, make bold...


  • San José, Costa Rica Coca-Cola A tiempo completo

    At the Coca-Cola Company, we are a center of excellence who work collaboratively to find new and innovative ways to strategically move the business forward by balancing the short-term results and long-term sustainability while proactively leading, shaping, and creating system value. As a Commercial Finance Senior Manager, you’ll have the opportunity to...


  • San José, Costa Rica Amazon Support Services Costa Rica SRL - B20 A tiempo completo

    5+ years of program or project management experience - Experience using data and metrics to determine and drive improvements - Experience owning program strategy, end to end delivery, and communicating results to senior leadership Are you passionate about improving the quality of customer experiences? Do you strive to create customer-centric solutions that...

  • Sc Sourcing Anlyst 2

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The Citi Global Sourcing (CGS) Analyst 2 is responsible for supporting the Personal Banking Wealth Management Group (PBWM) on various strategic sourcing initiatives and projects. This includes creating or renewing contracts, assisting in managing the overall contractual process, on-boarding of new Suppliers, supporting Requests for Proposals (RFP's) and...


  • San José, Costa Rica The Coca-Cola Company A tiempo completo

    At Coca-Cola, we invest for sustainable growth in the future, and are focused on raising the performance bar to capture opportunities. As a Financial Planning Orchestration Senior Manager, you’ll serve as the planning orchestration leader on behalf of Finance for internal planning routines (ABP/LRP) as well as system routines (T2T/Moonshots). There are a...


  • San José, Costa Rica Boston Consulting Group A tiempo completo

    **WHAT YOU'LL DO**: As a Junior Specialist within the Digital WorkSpace, Knowledge Management & Product Enablement (WKE) team, your primary focus will be - Knowledge Curation activities, such as identifying, extracting and sanitizing meaningful content across various document repositories and sharing it back with the BCG community - Case Capture activities,...


  • San José, Costa Rica Exante A tiempo completo

    Description **EXANTE** is an international brand representing state of the art direct market access and professional services to institutional investors, asset/wealth managers, brokerages and investment funds. The EXANTE one-stop multi-asset trading platform unlocks 600,000+ instruments including stocks & ETFs, options, bonds, futures, currencies, metals...


  • San José, San José, Costa Rica Coca-Cola A tiempo completo

    At the Coca-Cola Company, we are a center of excellence who work collaboratively to find new and innovative ways to strategically move the business forward by balancing the short-term results and long-term sustainability while proactively leading, shaping, and creating system value.As a Commercial Finance Senior Manager, you'll have the opportunity to...

  • Finance Senior Analyst

    hace 3 semanas


    San José, San José, Costa Rica The Coca-Cola Company A tiempo completo

    As a Finance Senior Analyst for Central America (CAM), you will partner with finance leaders (Franchise and Operational) Franchise (Bottlers) and/or local customer activities at the Franchise Unit level, to drive alignment across multiple stakeholders, and to develop the key insights needed to inform strategic priorities.What You'll Do for Us Support...