דרושים Business Advisor ב-United States, California, Irvine

• Bachelor’s degree or equivalent practical experience.
• 2 years of experience with software development in one or more programming languages (C, C++, Python, or Go), or 1 year of experience with an advanced degree.
• 2 years of experience with developing large-scale infrastructure, distributed systems or networks, or experience with compute technologies, storage or hardware architecture.
  

• Master's degree or PhD in Computer Science or related technical fields.
• 2 years of experience with performance, large scale systems data analysis, visualization tools, or debugging.
  
• 2 years of experience with data structures or algorithms in either an academic or industry setting.
• Experience developing accessible technologies.
• Proficiency in code and system health, diagnosis and resolution, and software test engineering.

• Bachelor's degree or equivalent practical experience
• 15 years of experience within one or more of the following fields: strategy consulting, business development, or corporate strategy leadership
• 5 years of management experience leading teams in a cross-functional environment
• 5 years of experience in the Telco industry
• Experience managing partnerships with Telco companies

• Experience managing partners and leading complex, multi-stakeholder deals
• Experience in leading cross-functional strategic projects (e.g., strategic plan, new product launch) from inception to deployment
• Experience influencing leaders, presenting to executives, and navigating senior stakeholder relationships and conflict resolution
• Deep knowledge of the telecommunications industry and a proven track record of managing partnerships with telco companies
• Ability to lead through change, adapt to ambiguity, evaluate risk, and thrive in fast-paced environments

Job Description:

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales

Desired Qualifications:

• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services
• Bilingual Spanish

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

High School Diploma / GED / Secondary School or equivalent

As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.

Job responsibilities

• • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• • Convert high quality leads into new clients and help to maintain those relationships
• • Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
• • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• • Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

• • A valid and active Series 7
• • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• • This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

• • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• • Bachelor’s degree preferred
• • CFP preferred

FEDERAL DEPOSIT INSURANCE ACT:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.