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Client manager Jobs in Fort Wayne, IN

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Last updated: 4 hours ago

J.P. Morgan Wealth Management Private Client Advisor - Fort Wayne, Indiana

jpmorgan chaseFort Wayne, IN, United States
Full-time

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 commitmen... Show more

J.P. Morgan Wealth Management Private Client Advisor - Fort Wayne, Indiana

chaseFort Wayne, IN, United States
Full-time

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 commitmen... Show more

Account Manager (Facility Solutions Manager)

city wide facility solutionsFort Wayne, IN, US
$90,000.00 yearly
Full-time
Quick Apply

City Wide Facility Solutions, the nation’s leading management company in the building maintenance industry, is actively seeking an.Account Manager (Facility Solutions Manager).We are one of more th... Show more

Shift Manager

penn station east coast subsFort Wayne, IN, US
Full-time

We have an opening for a Shift Leader position.The work schedule for this position could include a combination of opening, mid-shift, and closing.Working here is more than just a job, it's an oppor... Show more

SHIFT MANAGER

pizza kingFort Wayne, IN, United States
$12.00–$15.00 hourly
Part-time

RETENTION BONUS!! Huntertown - 11934 Lima Xing Dr.Pizza King is in search of a Shift Manager who is adaptable, self-motivated, and has a passion for customer service.All Shift Managers must be able... Show more

Assistant Manager

dairy queenFort Wayne, IN, US
Full-time

We are looking for an experienced and skilled manager with remarkable skills, who will run a store effectively and with attention to detail.Who will create positive memories for all who touch DQ.Th... Show more

Area Manager

amazon com servicesFort Wayne, Indiana, USA
Full-time

Our WW Operations network delivers millions of packages and smiles to Amazon customers every day.We are looking for motivated, customer-focused individuals who want to join our team as an Area Mana... Show more

WFH Client Service Rep - $250 bonus after training

NexRepNew Haven, Indiana
$13.00 hourly
Remote
Full-time

Remote Customer Service Representative.Remote, W-9 (Independent Contractor) .Become a Customer Service Representative, work from home, and set your own schedule while helping others!.If helpin... Show more

Client Service Associate

GrahamFort Wayne, IN
Full-time +1
Quick Apply

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position... Show more

Human Resources Manager and Client Coordinator

trucaringFort wayne, IN, US
$2,800.00 monthly
Full-time

We are a growing, compassionate home care agency dedicated to providing high-quality care and support to our clients and the community.As we expand our reach, we are seeking an organized, proactive... Show more

Wealth Management Client Associate

bank americaFort Wayne, IN, United States
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

Work From Home - Client Benefits Representative

global elite texasFort Wayne, Indiana, United States, 46802
Remote
Full-time

Work From Home - Client Benefits Representative.Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to wor... Show more

Restaurant Manager

cheddar s scratch kitchenFort Wayne, IN, US
Full-time

For this position, pay will be variable by location.See additional job details and benefits below.What makes Cheddar's a great place to work? A leader who inspires their team! As a Cheddar's Manage... Show more

Client Services Representative

traveling with tashaFort Wayne, IN, United States
Full-time

We are hiring a Customer Relations Specialist to support clients with travel planning and booking services.In this role, you will assist clients in exploring travel options, coordinating reservatio... Show more

Virtual Client Portfolio Advisor

aogarciaFort Wayne, IN, United States
Full-time +1

Web-conference meetings from home.Full-time or part-time options.Written training plus live coaching.Advancement for people who lead their numbers.Apply if you are coachable and consistent.Skip it ... Show more

 • New!

Remote Client Services Associate

ailFort Wayne, IN, US
Remote
Full-time
Quick Apply

Position Overview AO Globe Life is seeking a Remote Coverage Specialist to help clients explore life, accident, and supplemental health insurance options.You will work from home, conduct virtual ap... Show more

Virtual Client Portfolio Advisor

ao garcia agencyFort Wayne, Indiana, United States, 46802
Full-time +1

Web-conference meetings from home.Full-time or part-time options.Written training plus live coaching.Advancement for people who lead their numbers.Apply if you are coachable and consistent.Skip it ... Show more

 • New!

Client Care Technician F/T First Shift

ywca northeast indianaFort Wayne, IN, United States
Full-time

The Client Care Technician will provide residential clients with support services and activities to assist in recovery from Domestic Violence, Drug Addiction, or similar challenges.Provide consiste... Show more

General Manager

granite city food breweryFort Wayne, IN, United States
Full-time

The General Manager is responsible for the management of all aspects of the restaurant operation.The General Manager will uphold the company's vision, values, and culture.This posting supports our ... Show more

Program Manager

viantFort Wayne, IN, United States
Full-time

As a Program Manager at Viant, you will have the opportunity to tackle a variety of challenges to ensure the projects you manage are well planned and efficiently executed.You will be able to work w... Show more

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J.P. Morgan Wealth Management Private Client Advisor - Fort Wayne, Indiana

J.P. Morgan Wealth Management Private Client Advisor - Fort Wayne, Indiana

jpmorgan chaseFort Wayne, IN, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

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.