JPMorgan Chase & Co. Jobs In Los Angeles, CA

We are seeking a highly skilled and experienced Analyst to join our dynamic Consumer & Retail team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst in the Consumer & Retail in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. **Job Responsibilities** + Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) + Working with J.P. Morgan product and sector teams + Building and using complex financial models, completing valuation and analytical exercises + Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics **Required qualifications, capabilities, and skills** + Minimum 1 year work experience in an investment banking front office, or related, role. + Strong accounting, finance, quantitative and business writing skills. + Bachelors' degree in Finance, Economics, Business Administration, or a related field + Understanding of the transaction cycle and the steps in the process and is execution oriented. + Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Los Angeles,CA $110,000.00 - $135,000.00 / year

Description - External The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This dynamic leader plays a key role in delivering exceptional service to clients, while supporting Financial Advisors / Private Wealth Advisors in the development and execution of their business plans, identifying new business opportunities, and overseeing client meetings and events. The Group Director supports the Financial Advisor / Private Wealth Advisor team holistically, contributing to a strong culture by motivating team members to embrace new ideas and ensure a high level of service. DUTIES and RESPONSIBILITIES: Business Management & Strategy Leads three or more full-time support team members who manage the service and business activities of a team Allocates work across team members, managing priorities and schedules, while serving as an escalation point for team-related issues and concerns Works in conjunction with the Business Service Manager (BSM) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff's monthly compensation Leads support team to establish and cultivate relationships with new and existing clients and proactively guides the resolution of issues and concerns Focuses strategically on client business development Utilizes financial planning tools to analyze complex financial information and participates in client/prospect financial planning presentations Participates in quarterly/annual business performance reviews with clients to help maximize investment performance results Leads business strategy and education sessions with team members to promote Morgan Stanley initiatives and/or the implementation of the firm's capabilities as part of the team's ongoing strategy to deepen and enhance client relationships Works with the Complex Business Service Officer and/or the Business Service Manager to promote and execute on firm initiatives, projects, and remediations with team members Operational & Administrative Management Develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues Serves as the lead contact with clients for administrative problem resolution and fields general client questions on a wide spectrum of topics Develops strategies to enhance business operations that support revenue-generating activities for the Complex Performs preliminary review of all outgoing correspondence and reports for accuracy Manages service transaction processes for clients in collaboration with team members Partners with the Business Service Manager to monitor team schedules and vacation calendar Plans and leads team staff meetings Serves as the liaison between local management and the Complex team and the main point of contact for interns Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 10+ years of work experience in a field relevant to the position required Advanced degree or professional certification or industry experience required Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Willingness to obtain additional licenses and/or designations as required Knowledge/Skills Enjoys working with people and solving problems Evidence of strong leadership skills or previous supervisory experience Strong industry and product knowledge, including understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems and escalate as necessary Detail-oriented with superior organizational and time management skills, including delegation of work Effective written and verbal communication skills, providing comprehensive feedback and solutions to complex issues Exceptional conflict resolution skills Team player with the ability to collaborate with others Proficient in applicable software applications Ability and interest to work in a fast-paced, evolving environment Reports to: Business Service Manager and/or Complex Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **About this role:** Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Treasury Management as part of Enterprise Functions. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting + Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others + Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional + Lead Treasury Management Consulting projects and teams, or serve as peer mentor + Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Treasury Management + Strong business-to-business acumen + Ability to think strategically, implement, and deliver business objectives + Ability to develop strong partnerships + Excellent communication skills + Strong presentation skills **Job Expectations:** + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + Ability to travel up to 15% of the time + Hybrid Schedule (3 days in office and 2 days remote) Sacramento, CA - ($144,400 - $300,000) San Francisco, CA - ($144,400 - $300,000) Seattle, WA - ($144,400 - $300,000) Portland, OR - ($144,400 - $300,000) Los Angeles, CA - ($144,400 - $300,000) **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $144,400.00 - $300,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 5 Apr 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-438327

divp style="text-align:left"b:/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pp Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. /pp/pp Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. /pp/pp At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. /pp/pp/pp/pp/ppb Job Description:/bbr/This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. /pp/pp/ppb Responsibilities:/b/pp/pulli Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings/lili Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests/lili Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk/lili Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA/lili Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset/li/ulp/ppb Skills:/b/pulli Account Management/lili Client Management/lili Customer and Client Focus/lili Issue Management/lili Oral Communications/lili Business Development/lili Client Solutions Advisory/lili Pipeline Management/lili Prioritization/lili Administrative Services/lili Emotional Intelligence/lili Referral Identification/lili Written Communications/li/ulp/ppb Desired Qualifications:/b/pulli Energetic individual that is self-motivated, coachable and flexible in thought/lili Enjoys a fast-paced environment with changing and evolving responsibilities/lili Detail oriented/lili Invested in personal development/lili Consistently pursues client experience excellence/lili Works quickly to fulfill client needs, delivering complex solutions/lili Frequent communication and an abundance of discretion with sensitive information/lili Microsoft Word, Excel and PowerPoint experience with Salesforce a plus/lili Professional verbal and written communication /lili Bilingual Spanish Preferred/li/ulp/ppb Minimum Education Requirement: /bHigh School Diploma / GED / Secondary School or equivalent/pp/pp**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bShift:/b/p1st shift (United States of America)p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bHours Per Week: /b/p37. 5p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bspan Pay Transparency details/span/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pUS - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)p style="text-align:inherit"/pp style="text-align:inherit"/pPay and benefits informationp style="text-align:inherit"/pp style="text-align:inherit"/pPay rangep/pp/p$25. 00 - $37. 00 hourly pay, offers to be determined based on experience, education and skill set. p style="text-align:inherit"/pp style="text-align:inherit"/pDiscretionary incentive eligiblep style="text-align:inherit"/pp style="text-align:inherit"/pThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. p style="text-align:inherit"/pp style="text-align:inherit"/pBenefitsp style="text-align:inherit"/pp style="text-align:inherit"/pThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. /div

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. The Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned. Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. * SAFE ACT Registration; ADV-2B Required * Obtain and/or maintain at least one firm approved designation within specified timeframe * Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management * Possess and demonstrate strong communication skills * Understanding of how to deliver a strong overall client experience * Thorough knowledge and understanding of the suite of Wealth Management products and services * Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once * Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels * Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority * Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk * Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Shift: 1st shift (United States of America) Hours Per Week: 37.5

**About this role:** Wells Fargo is seeking a Lead Paralegal who will be a member of the Legal Department and support the company's corporate governance, legal entity structure reporting, corporate treasury, and securities law compliance activities. **In this role, you will:** + Provide support on a variety of corporate governance and securities law related matters, including stock ownership reporting with the SEC, legal entity monitoring, structure reporting with the Federal Reserve, and public company disclosures. + Prepare Section 16 stock ownership forms for directors and executive officers to report their stock ownership with the SEC and monitor stock ownership levels. + Assist with securities law filings in both the United States and United Kingdom and ensure appropriate controls are maintained. + Coordinate with other members of the team on preparing the company's legal entity structure reports (FR Y-10 and FR Y-6) with the Federal Reserve, while ensuring appropriate controls and legal entity tracking are maintained. + Collaborate with corporate governance and securities lawyers to maintain efficient governance practices, internal controls, and compliance activities. + Provide backup support for a variety of corporate treasury activities, including due diligence activities and the issuance of preferred stock dividends. + Work independently on complex assignments, including regulatory reporting, transactions and projects. + Support highly complex areas within the department requiring advanced analytical, written and oral communication, and organizational skills. + Work closely with risk, compliance and audit in order to respond to reporting inquiries. + Recognize and properly escalate significant matters. + Provide support to attorneys and enterprise functions. + Collaborate and consult with internal partners to resolve inquiries and issues. **Required Qualifications:** + 5+ years of Paralegal experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + 5+ years of demonstrated sound knowledge and experience working on corporate governance, SEC, and securities law compliance matters. + Strong corporate governance and securities law background, including demonstrated knowledge of Section 16 reporting and legal entity governance. + Significant experience supporting substantive corporate governance and securities law matters. + Familiarity with legal entity structure reporting with the Federal Reserve. + Strong attention to detail and accuracy. + Excellent verbal, written, and interpersonal communication skills. + Ability to work effectively in a complex environment with a high degree of collaboration. + Financial services industry experience. + Ability to analyze, develop, and support solutions to complex legal issues and activities. **Job Expectations:** + Ability to work a hybrid schedule (in office at least 3 days a week) at one of our approved job posting locations. + This position is not eligible for Visa sponsorship + Relocation assistance is not available for this position **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $35.14 - $74.95 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 9 Apr 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-443710

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Philanthropic trust advisors discuss the philanthropic needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services. About this role: Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: * Work with a team of fiduciary professionals to administer a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. * Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. * Execute on client requests, including money movement, investment implementation and account management. * Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing. * Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts. * Develop an ability to identify fiduciary risk and escalate appropriately. * Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. Required Qualifications: * 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * J.D. and/or CTFA preferred * Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. * Demonstrate a high level of organizational skills, including time and priority management. * Collaborate effectively with relationship team members, client's advisors and other colleagues. * Solutions-oriented and able to operate within a diverse, fast-paced environment. * Strong conflict resolution skills. * Strong leadership, communication and presentation skills. Job Location: * 2829 Townsgate Rd, Westlake Village CA, 91361 * 433 N Camden Dr, Beverly Hills CA, 90210 Job Expectations: * This position offers a hybrid work schedule * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $24.57 - $36.88 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Mar 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46 The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program. Middle Market Banking & Specialized Industries (MMBSI) Program As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details. Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team. Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Participates in sales calls as needed, offering Settlement expertise. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Acts as a technical resource to colleagues within and outside of Settlement team. Non-licensed associate. Responsibilities: Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team. Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement expertise. Coordinates communication with internal support partners (Tax, Compliance, Real Estate, Private Business Group) to ensure accurate, timely, and efficient administration and to manage business risk. Builds and maintains relationships with external business partners (Attorneys and CPAs) and other organizations to promote awareness of Estate Settlement Services. Acts as a technical resource to colleagues within and outside of Estate Settlement team. Will involve responsibility for coaching, developing, and mentoring assistants. Desired Skills: BS/BA or equivalent experience required JD, advanced degree and/or certifications preferred Minimum of 2-3 years of personal trust/estate settlement/investment related experience Excellent interpersonal and technical skills Demonstrates excellent oral, written, and presentation skills Exceptional organizational skills Ability to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction Proficient in Microsoft Office programs including Word and Excel Knowledge of probate administration (multi-state), fiduciary income tax, and estate taxes preferred Knowledge of Bank of America's proprietary trust systems a plus Position will require periodic, overnight/multi-night travel Skills: Account Management Customer and Client Focus Oral Communications Risk Management Written Communications Collaboration Decision Making Issue Management Prioritization Problem Solving Attention to Detail Client Management Mentoring Process Simplification Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$93,700.00 - $134,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

JobID: 210582027 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $152,000.00-$225,000.00; San Francisco,CA $161,500.00-$235,000.00; Seattle,WA $161,500.00-$235,000.00; Los Angeles,CA $161,500.00-$235,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 10+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: 2+ years of mortgage retail sales experience Expertise of general lending products and overall mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs FHA/VA & conventional loan experience is preferred Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Job Expectations: Willingness to travel Must take and pass required Spanish language assessment Reliable transportation Ability to work nights, weekends, or holidays as needed or scheduled Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.29 - $30.48 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 27 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: The GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives. Skills: Attention to Detail Business Development Loan Structuring Portfolio Management Relationship Building Active Listening Analytical Thinking Client Management Customer and Client Focus Profitability Analysis Collaboration Financial Forecasting and Modeling Pipeline Management Sales Performance Management Sales Strategy Requited Qualifications: 3 years of progressively responsible experience in the job offered or a related finance / banking occupation Desired Qualifications: Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related Prefer 3 years of experience in each of the following: Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients; Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business; Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans; Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and, Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for executing local market strategy in one or more markets across the Metro Orange County market segment. Key responsibilities include supporting the Market Executive and local President in driving responsible growth through market communications, project management and community impact. Job expectations include developing internal and external relationships to further employee and community engagement across Orange County. Responsibilities:• Drives client, employee and community engagement through event planning and execution • Coordinates the local Bank of America Charitable Foundation funding process through grant approvals, declinations and communications with nonprofits • Manages local market volunteerism and adherence to community development services standards • Supports the market's external and internal communication plans including newsletter development, social media, talking points, etc. • Executes and deploys local market assets as part of local brand strategy including but not limited to logos, tickets and advertisements Skills: Adaptability Drives Engagement External Resource Management Presentation Skills Relationship Building Customer and Client Focus Executive Presence Oral Communications Policies, Procedures, and Guidelines Management Written Communications Administrative Services Advisory Event Planning Networking Project Management Required: 3-5 years of analytical experience preferably in a high matrix environment 3-5 years of experience working on projects and events Strong verbal and written communication skills Strong business acumen Proven experience managing multiple competing priorities with strong prioritization and time management skills, self-directed, results-oriented Proficiency with Microsoft Office product suite including Power Point and Excel Desired Qualifications: Brand expertise Previous public relations experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814) Pay and benefits information Pay range$83,500.00 - $100,600.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. The Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Wealth Management Specialist provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned. Qualifications * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. * SAFE ACT Registration; ADV-2B Required * Obtain and/or maintain at least one firm approved designation within specified timeframe * Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management * Possess and demonstrate strong communication skills * Understanding of how to deliver a strong overall client experience * Thorough knowledge and understanding of the suite of Wealth Management products and services * Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once * Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels * Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority * Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk * Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth Shift: 1st shift (United States of America) Hours Per Week: 37.5

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities: Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities Maintains product financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and profit margins Provides information on product trends to sales and marketing teams leveraging knowledge of product functionality, marketplace trends, and the competitive landscape Assists with streamlining or enhancing product offerings to fit client's existing and future needs to support continued growth and operational excellence Manages risk through implementing and monitoring effective controls in partnership with key support partners Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates Required Qualifications: Executive presence for both client facing and internal presentations Manages priorities without sacrificing quality Experience with external client facing relationships Ability to develop, deepen and manage trusted relationships Strong organizational and time management skills Results-oriented with proven track record of establishing accountability Proficient with Word, Excel, PowerPoint, WebEx Desired Qualifications: Bachelor's Degree Skills: Marketing Administrative Services Attention to Detail Collaboration Reporting Written Communications Continuous Improvement Oral Communications Problem Solving Process Management Product Management Business Analytics Critical Thinking Market Analysis Research Strategic Thinking Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - El Segundo - 2301 ROSECRANS AVE (CA8800), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - NV - Las Vegas - 6900 Westcliff Dr - BANK OF AMERICA WEST BC (NV1149), US - NV - Reno - 5370 Kietzke Ln - NevDex Office Park (NV9902) Pay and benefits information Pay range$72,000.00 - $117,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About this role: Wells Fargo is seeking a Lead Paralegal who will be a member of the Legal Department and support the company's corporate governance, legal entity structure reporting, corporate treasury, and securities law compliance activities. In this role, you will: * Provide support on a variety of corporate governance and securities law related matters, including stock ownership reporting with the SEC, legal entity monitoring, structure reporting with the Federal Reserve, and public company disclosures. * Prepare Section 16 stock ownership forms for directors and executive officers to report their stock ownership with the SEC and monitor stock ownership levels. * Assist with securities law filings in both the United States and United Kingdom and ensure appropriate controls are maintained. * Coordinate with other members of the team on preparing the company's legal entity structure reports (FR Y-10 and FR Y-6) with the Federal Reserve, while ensuring appropriate controls and legal entity tracking are maintained. * Collaborate with corporate governance and securities lawyers to maintain efficient governance practices, internal controls, and compliance activities. * Provide backup support for a variety of corporate treasury activities, including due diligence activities and the issuance of preferred stock dividends. * Work independently on complex assignments, including regulatory reporting, transactions and projects. * Support highly complex areas within the department requiring advanced analytical, written and oral communication, and organizational skills. * Work closely with risk, compliance and audit in order to respond to reporting inquiries. * Recognize and properly escalate significant matters. * Provide support to attorneys and enterprise functions. * Collaborate and consult with internal partners to resolve inquiries and issues. Required Qualifications: * 5+ years of Paralegal experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 5+ years of demonstrated sound knowledge and experience working on corporate governance, SEC, and securities law compliance matters. * Strong corporate governance and securities law background, including demonstrated knowledge of Section 16 reporting and legal entity governance. * Significant experience supporting substantive corporate governance and securities law matters. * Familiarity with legal entity structure reporting with the Federal Reserve. * Strong attention to detail and accuracy. * Excellent verbal, written, and interpersonal communication skills. * Ability to work effectively in a complex environment with a high degree of collaboration. * Financial services industry experience. * Ability to analyze, develop, and support solutions to complex legal issues and activities. Job Expectations: * Ability to work a hybrid schedule (in office at least 3 days a week) at one of our approved job posting locations. * This position is not eligible for Visa sponsorship * Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $35.14 - $74.95 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 9 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems. As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research, Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform. Job Responsibilities Model, structure, and market foreign exchange products to corporate clients Price and execute live foreign exchange spot, forward, and option trades Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary Collaborate on analytical work and presentation materials for discussions with clients on currency risk management Present hedging solutions to new clients and prospects Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange Work with trading, middle and back-office functions to support client trading activity Operate as part of a team, collaborating across offices and resources Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business Required qualifications, capabilities, and skills 1+ year of experience in FX Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail Ability to develop and manage client relationships A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading Critical thinker and problem solver. Clear, logical, solution-oriented approach to challenges with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps Ability to pursue analytical project work with a view assisting clients with their risk management programs Strong understanding of fundamental product knowledge and market structure Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.