Join JPMorganChase as a Financial Advisors Transition Team Specialist, partnering with newly recruited JPMorgan Advisors teams to onboard clients, streamline account transitions, and train advisors on firm systems and best practices while serving as a cross‑functional liaison to deliver a seamless, compliant client experience.

Financial Advisors Transition Team Specialist

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Job Responsibilities

• Acting as a Transition Associate within JPMorgan Advisors, you’ll be embedded with newly recruited teams to actively transition their clients and businesses.
• Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.
• Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.
• Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.
• Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
• Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
• Review client account activity daily to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
• Train new support teams to perform account maintenance, including money transfer requests, address changes, and related updates.
• Complete ad hoc Financial Advisor and client-related projects as needed.
• Potentially serve as an informal team lead for onboarding efforts, including status reporting and executive summaries.

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Required Qualifications, Capabilities, and Skills

• Bachelor’s degree or equivalent experience required.
• Ability to travel domestically up to 75% and for extended periods of time.
• Proven ability to work independently and manage multiple responsibilities with a high degree of accuracy in a high-pressure environment.
• High proficiency with Microsoft Word, PowerPoint, and Excel.

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Preferred Qualifications, Capabilities, and Skills

• FINRA Series 7 and 66 preferred but not required.

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Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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Guide client onboarding and advisor training for smooth account transitions, ensuring compliance and providing outstanding service.