You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant ...
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
The team member will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. As a Business Development Finance Analyst on the Chase Auto ...
Vice President, Affiliates Program Strategy - Chase Travel
Manhattan, NY · On-site
$107K - $171K/yr
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
Vice President, Affiliates Program Strategy - Chase Travel
Manhattan, NY · On-site
$107K - $171K/yr
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
Chase Auto Strategic Accounts Director
Apple Valley, CA · On-site +1
$171K - $262K/yr
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto Strategic Accounts Director
Apple Valley, CA · On-site +1
$171K - $262K/yr
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
You will own the full scope of the program-driving financial results, building high-impact ... The Chase Travel Affiliate Program is a nationwide network of independently owned travel agencies ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Partnering closely with Risk, Underwriting, Finance, Legal, and senior leadership, you will balance ... About Us Chase is a leading financial services firm, helping nearly half of America's households ...
Partnering closely with Risk, Underwriting, Finance, Legal, and senior leadership, you will balance ... About Us Chase is a leading financial services firm, helping nearly half of America's households ...
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 ...
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 ...
You will collaborate across teams, develop financial models, and help shape risk management strategies in a fast-paced, data-driven environment helping to shape the future of Chase Auto's private ...
You will collaborate across teams, develop financial models, and help shape risk management strategies in a fast-paced, data-driven environment helping to shape the future of Chase Auto's private ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
You will collaborate across teams, develop financial models, and help shape risk management strategies in a fast-paced, data-driven environment helping to shape the future of Chase Auto's private ...
You will collaborate across teams, develop financial models, and help shape risk management strategies in a fast-paced, data-driven environment helping to shape the future of Chase Auto's private ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Vice President, Business Development, Chase Travel
Manhattan, NY · On-site
$142K - $210K/yr
Chase Travel is on a journey to be the go to travel solution for savvy customers - the Strategy ... Collaborates with teams across LOBs and functional areas (e.g., data science, finance, product ...
Vice President, Business Development, Chase Travel
Manhattan, NY · On-site
$142K - $210K/yr
Chase Travel is on a journey to be the go to travel solution for savvy customers - the Strategy ... Collaborates with teams across LOBs and functional areas (e.g., data science, finance, product ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the ...
Excellent analytical and financial modeling skills. * Strong communication and influencing skills ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
Excellent analytical and financial modeling skills. * Strong communication and influencing skills ... Chase is a leading financial services firm, helping nearly half of America's households and small ...
Chase Financial information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do chase financial jobs pay per year?
What is the difference between Chase Financial vs Chase Financial Advisor?
| Aspect | Chase Financial | Chase Financial Advisor |
|---|---|---|
| Credentials | Varies; often includes financial planning or related certifications | Typically requires FINRA licenses, CFP certification preferred |
| Work Environment | Bank branches, corporate offices, client meetings | Client-facing, personalized financial planning sessions |
| Employer & Industry Usage | Chase Bank branches, financial services industry | Chase Bank, wealth management division |
| Common Search & Comparison | Financial roles at Chase, banking positions | Financial advisor roles, wealth management careers |
Chase Financial generally refers to various financial roles within Chase Bank, including banking and finance positions. Chase Financial Advisor specifically denotes professionals providing personalized financial planning and investment advice to clients. While both roles work within the same organization, Financial Advisors focus on client-specific wealth management, requiring relevant licenses and certifications. Understanding these differences helps job seekers target the right position within Chase's financial services.
What are some typical challenges a Chase Financial Advisor may encounter when building a client portfolio?
What are the key skills and qualifications needed to thrive as a Chase Financial Advisor, and why are they important?
What does a Chase Financial advisor do?

Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL
JPMorgan Chase & Co.Jacksonville, FL • On-site
Full-time
Medical, Retirement
Posted 14 days ago
JPMorgan Chase & Co. rating
8.1
Based on 468 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan. Our Home Lending team will support you with their demonstrated expertise in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant impact on our business.
As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.
Job Responsibilities
- Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
- CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
- Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
- Regulatory Compliance: Uphold all industry regulations and manage associated risks
- Client Retention: Provide exceptional post-application support to build long-term client relationships.
Required Qualifications, Capabilities, and Skills
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
- Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
- Excellent oral and written communication skills.
- Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
- Bachelor's degree or equivalent experience in finance, business, or a related field.
- 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
- Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the fir
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
What JPMorgan Chase & Co. employees say
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Benefits
Hours and flexibility
Workplace
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US