JPMorganChase · 4 days ago
J.P. Morgan Wealth Management- Associate, Advisor Concierge
Santa Rosa, CA
Full-time
Onsite
Mid Level
$84K/yr - $115K/yr
3+ years expJPMorganChase is a leading financial services firm, and they are seeking an Associate for their Advisor Concierge team. The role involves serving as a dedicated point of contact for advisors, providing exceptional service and support while collaborating with various specialists to enhance the advisor experience.
Asset ManagementBankingFinancial Services
Responsibilities
Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience
Learn roles and product sets supported by various JPMA product specialists (Investments, Banking, Lending, Wealth Planning) in order to deliver accurate detail when responding to Advisor inquiries
Collaborate with various specialists and stakeholders to deliver exceptional advisor experience
Develop strong partnership with local branch leadership team
Develop strong partnership with others in the Concierge role in JPMA branches with the goal of have an open communication channel for sharing best practices, learnings, and peer support network
Understand key technology, branch operations, and account opening pain points
Track advisor questions and suggestions, resolve and/or escalate individual issues as they arise, recognize patterns in inquires and training gaps, and help the business prioritize long-term, strategic solutions based on advisor feedback
Qualification
Required
Bachelor's Degree
Minimum of 3 years in financial services industry with 3+ years of direct experience in Wealth Management
Self-starter with ability to independently seek out areas of improvement
Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
Exceptional verbal and written communication skills
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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