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$31.5K

$71.6K

$115K

How much do chase financial jobs pay per year?

As of Jun 9, 2026, the average yearly pay for chase financial in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is the difference between Chase Financial vs Chase Financial Advisor?

AspectChase FinancialChase Financial Advisor
CredentialsVaries; often includes financial planning or related certificationsTypically requires FINRA licenses, CFP certification preferred
Work EnvironmentBank branches, corporate offices, client meetingsClient-facing, personalized financial planning sessions
Employer & Industry UsageChase Bank branches, financial services industryChase Bank, wealth management division
Common Search & ComparisonFinancial roles at Chase, banking positionsFinancial 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?

A Chase Financial Advisor often faces the challenge of building trust with new clients while navigating complex financial needs and regulatory requirements. Balancing the pursuit of new business with maintaining existing client relationships requires strong communication and time-management skills. Advisors must also stay current with market trends and JP Morgan Chase's product offerings to provide tailored recommendations, all while collaborating with internal teams such as loan officers and bankers to ensure holistic client service.

What are the key skills and qualifications needed to thrive as a Chase Financial Advisor, and why are they important?

To thrive as a Chase Financial Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant FINRA licenses (such as Series 7 and 66). Familiarity with customer relationship management (CRM) software, financial analysis tools, and portfolio management systems is essential. Outstanding interpersonal skills, active listening, and trust-building abilities help advisors connect with clients and provide tailored solutions. These competencies are crucial for building lasting client relationships, meeting regulatory requirements, and achieving financial goals for both clients and the organization.

What does a Chase Financial advisor do?

A Chase Financial advisor helps clients manage their finances by providing personalized advice on investments, retirement planning, savings, and other financial goals. They assess individual financial situations, recommend appropriate financial products, and assist with making informed decisions to help clients achieve their objectives. Advisors at Chase work closely with customers to understand their needs and offer solutions that align with their short-term and long-term plans.
More about Chase Financial jobs
What cities are hiring for Chase Financial jobs? Cities with the most Chase Financial job openings:
What states have the most Chase Financial jobs? States with the most job openings for Chase Financial jobs include:
What job categories do people searching Chase Financial jobs look for? The top searched job categories for Chase Financial jobs are:
Chase Financial jobs near you
Infographic showing various Chase Financial job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Chase Auto Private Label Captive Finance - Business Management

Chase Auto Private Label Captive Finance - Business Management

JPMorgan Chase & Co.

Wilmington, DE • On-site

Full-time

Medical, Retirement

Posted 6 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Job Description
Join Chase Auto Finance as an Executive Director within the Private Label Captive Finance (PLCF) team, leading Finance Business Management for a growing auto loan and lease portfolio. In this leadership role, you will manage a team of finance professionals and own PLCF's management reporting, forecasting and budgeting, and portfolio performance and profitability insights.
As an Executive Director within the Private Label Captive Finance (PLCF) team in Chase Auto Finance, you will partner closely with the PLCF President and four General Managers to deliver data-driven decision support that accelerates growth, improves performance transparency, and produces timely, executive-ready reporting and analysis across portfolio and program economics-including revenue, FTP/funding, credit losses, operating expense, and lease residual performance.
Job Responsibilities:
  • Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture.
  • Own the PLCF management reporting (monthly/quarterly), including preparation of executive packages and presentations that clearly communicate performance, key drivers, risks, and actions.
  • Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business plans), including monthly earnings estimates, variance explanations, and narrative for senior leadership.
  • Own/partner on portfolio and program-level P&L performance including revenue/yield and fees, FTP/funding, credit losses/provisions, OPEX, and partner/program mix; deliver driver-based insights and recommendations.
  • Lead strategic initiatives to optimize portfolio performance and risk-adjusted profitability; translate analysis into actionable recommendations for senior leadership.
  • Drive advanced analytics and modeling: build and maintain templates, models, and schedules for forecast/budget submissions and management reporting; develop business cases and financial projections for new initiatives (including potential technology investments), with scenarios and sensitivities.
  • Partner on credit and loss analytics with Risk/Underwriting (e.g., delinquency and loss trends, vintage/cohort performance, policy and pricing impacts) and ensure appropriate incorporation into forecasts and profitability analysis.
  • Partner on lease/residual economics analytics (e.g., residual value performance vs assumptions, depreciation/residual methodology impacts, remarketing outcomes where applicable) with Head of residual Value Risk and incorporate results into planning, reporting, and decision support.
  • Ensure data integrity and controls by validating inputs and outputs (including FTP, loss, residual, and expense line items), ensuring policy adherence, and driving continuous improvement in reporting processes and data quality.
  • Maintain and evolve performance metrics and datasets used to analyze volume, portfolio metrics, operating costs, and overall performance; track and report financial and non-financial KPIs.
  • Serve as a key liaison across stakeholders, partnering with internal teams (business, risk, sales, underwriting, product, etc.) and engaging manufacturer/OEM stakeholders as needed to align on performance insights and requirements.

Required qualifications, skills, and capabilities:
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 10+ years of experience in finance/business management, including forecasting, reporting, and strategic analytics.
  • Proven experience in strategy development, portfolio analytics, and risk management.
  • Demonstrated people leadership experience managing and developing high-performing teams and delivering across complex timelines.
  • Excellent analytical and financial modeling skills.
  • Strong communication and influencing skills; ability to communicate concisely (verbal and written) with senior stakeholders.
  • Demonstrated ability to produce senior management and (as applicable) client-facing presentations.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Advanced skills in Microsoft Excel and PowerPoint; proficiency with relevant finance tools/systems and data manipulation/visualization (e.g., Essbase, SAS, SQL, Alteryx, Databricks, Tableau, or similar).

Preferred qualifications, skills, and capabilities:
  • MBA or advanced degree.
  • Auto finance and/or consumer lending experience, including loan/lease portfolio analytics.
  • Experience working with lease residual economics in a partnership-based or captive/private label environment.

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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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