Post Job

Investment Banker Jobs in Speedway, IN

- 127 Jobs
All
Investment Banker
Banker
Finance Representative
Trader
Investment Associate
Finance Service Representative
Investment Consultant
  • Investor Relations Associate

    Boomerang Ventures

    Investment Banker Job 6 miles from Speedway

    Boomerang Ventures combines a venture studio and venture fund to provide hands-on expertise and capital to very early-stage life science start-ups to build them more quickly and effectively toward a fast, lucrative exit. Founders needing business, technical and other expertise to form a new company (NewCo) and position it for a lucrative exit are a good fit for the Studio. The Boomerang Studio purpose and passion is to transform lives, and we do this in our niche of bringing amazing, connected healthcare ideas to life. We are seeking a highly motivated and analytical individual to join our team as an Investor Relations Associate. In this role, you will be responsible for supporting our team in identifying, analyzing, and cultivating investment partners. You will be working with the Studio Director, other Boomerang Executives and portfolio CEOs while managing potential investment opportunities in startups and emerging ventures. The ideal candidate is passionate about innovation, has a strong understanding of market trends, and possesses the financial acumen to evaluate early-stage businesses. Additionally, you will conduct in-depth research on the venture capital ecosystem to support strategic decision-making. Role and Responsibilities As an Investor Relations Associate, you will enhance Boomerang's presence in the startup ecosystem through community events, resources, and content. You will also support the Studio team and Studio portfolio companies with research and due diligence on early-stage investors and help grow participation in Studio events. Venture and Angel Investor Research: Perform research on regional and national angels, angel groups, venture capital firms, family offices including their investment strategies, portfolio companies, and industry focus to develop a curated database of potential pre-seed and seed investors for Studio portfolio companies. Track venture funding activity and analyze market dynamics and opportunities for early-stage investors. Develop proficiency in research resources such as Pitchbook, Angel List, LinkedIn, and AI tools such as Perplexity to support the Studio team and PortCos. Identify and develop additional tools to improve Studio and PortCo fundraising efficiency and effectiveness. Platform Development: Build and maintain a database of curated venture and angel investors. Build partnerships with accelerators, incubators, co-working spaces, venture studios and other startup resources.Network with founders and industry professionals to source investment.Design and execute exclusive events for founders and investors to strengthen Boomerang's brand. Develop and keep current a calendar of startup and investor events in the Midwest. Identify events for Boomerang and PortCos to attend to source investors. Create and maintain resources for portfolio companies and the broader ecosystem (e.g., cloud credits, SaaS discounts) and develop a curated database of marketing/support partners with negotiated rates to assist with pitch decks, social media, digital marketing, etc. Content Creation: Produce blog posts, interviews, and case studies on startup best practices and venture trends. Develop playbooks and guides on fundraising, scaling, and business development. Assist in crafting content strategies for Boomerang's online presence and PR initiatives. Portfolio Support: Support portfolio companies with investor relations as needed by connecting them with resources and mentors. Monitor portfolio performance and provide regular updates to the Studio leadership team. Industry Engagement: Stay up-to-date with industry trends, technological advancements, and funding ecosystems. Attend conferences, pitch events, and networking sessions to identify new opportunities. Embody Boomerang Core Values Collaborative: Operate as part of a team, leveraging the strengths of teammates. Collaborate cross-functionally with various teams to align financial strategies with business objectives. Innovative: Demonstrates curiosity and creativity. Aspires to do better and be the best. Results Driven: Strong leadership skills; takes ownership and accountability for personal and team results. Sets and achieve high-performance goals. Delivers according to plans. Problem Solver: Demonstrates a resourceful, methodical, and structured approaching to challenges through first principles thinking Customer Oriented: Leading by example, while empathizing with our customers, create value in everything we do. Target Profile Education: Bachelor's degree in Finance, Economics, Business, Engineering, or a related field; MBA or equivalent advanced degree is a plus. 1-3 years of experience in venture capital, private equity, investment banking, management consulting, or a related field. Experience researching venture capital firms, analyzing funding trends, and understanding the VC landscape is highly desirable. Demonstrated ability to identify investor /portfolio company fit and the lead investor contacts. Technical Skills: Proficiency in financial modeling, valuation techniques, and market analysis tools; advanced Excel skills are essential. Analytical Skills: Strong problem-solving ability with attention to detail and an aptitude for evaluating qualitative and quantitative data. Communication Skills: Excellent written and verbal communication; ability to create compelling reports and presentations. Interpersonal Skills: Strong networking skills and the ability to build relationships with Boomerang colleagues and stakeholders across the ecosystem. Mindset: Entrepreneurial, proactive, and eager to work in a fast-paced, dynamic environment. Passion: A genuine interest in startups, venture capital, and emerging technologies in connected healthcare Expected Results and Metrics of Success Works directly with Studio Director for funding of the Studio and supporting the Boomerang's portfolio company CEOs. Demonstrated focus on activities which will best impact Studio and PortCo goals. Improves business processes and execution of each stage. Attracts new talent to the Studio and Newco's. Commitment Expected Minimum of 40 hours per week and located at HqO preferred Travel and after-hours work as needed to build and maintain business and community relationships. The duties and responsibilities described here may not be a comprehensive list. Additional tasks may be assigned from time to time and/or the scope of the job may change as necessitated by business demands.
    $76k-132k yearly est. 16d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 6 miles from Speedway

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $48k-84k yearly est. 13d ago
  • 2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 6 miles from Speedway

    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.
    $136k-226k yearly est. 54d ago
  • J.P. Morgan Wealth Management- Private Client Investment Associate - Plainfield, IN

    JPMC

    Investment Banker Job 10 miles from Speedway

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $75k-131k yearly est. 12d ago
  • Banker II | Carmel

    Busey Bank 4.5company rating

    Investment Banker Job 14 miles from Speedway

    As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customer's financial wellbeing. Come grow your career at Busey! Duties & Responsibilities Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits as well as basic math functions. Ability to: Accurately count money Explain products and services to current and potential customers Perform duties and make decisions under frequent time pressures Learn to operate basic office equipment and banking systems Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #BBLP
    $18-21 hourly 6d ago
  • To Go - Traders Pointe Chili's

    Chilli's

    Investment Banker Job 6 miles from Speedway

    Our To-Go Specialists are responsible for providing fast service and great hospitality for our To-Go Guests. If you take pride in great team work and love making people feel special, then we want to hear from you! * Fast hiring process * Flexible part-time or full-time schedule * Growth opportunities * Great team atmosphere and culture Responsibilities * Have knowledge of the menu to explain offerings to Guests * Ensure an exceptional To-Go experience for every Guest * Answer phone within three rings and assist Guests with placing To-Go orders * Enter orders in proper sequence * Able to operate POS system for transactions About Us Chili's was born in Dallas, Texas in 1975. Since then, we've boldly claimed our place in the casual dining industry as the place to go for Big Mouth burgers, house smoked ribs, full on fajitas, and hand shaken margaritas! With a legacy deeply rooted in service, hospitality, and giving back, we are committed to delivering the best experience to every Guest, every day. About You * Dependable team player * Prefers to work in a fast-paced environment * Great multitasking skills * Welcoming demeanor
    $50k-84k yearly est. 21d ago
  • Investment Consultant-Financial Advisor

    Angott Search Group

    Investment Banker Job 45 miles from Speedway

    Angott Search Group is pleased to partner with nearly a $2 billion Indiana regional credit union in their search for an Investment Consultant/Financial Advisor. The Investment Consultant's role involves promoting, educating, and advising on investment and insurance products and services to both Centra Credit Union Members and non-Members. This position aims to enhance client satisfaction, boost dealer concessions, grow assets under management, and expand the client base. The qualified candidate will have a Bachelor's degree and a minimum of one year up to three years of similar or related experience, including preparatory experience. Equivalent combination of education & experience will be considered). License & Certification requirements: Series 7 Securities License Series 66 Securities License Long Term Care Certification Life and Health Insurance License Certified Financial Planner Designation (Preferred)
    $58k-107k yearly est. 60d+ ago
  • Hourly Trader

    Alliance for Cooperativ

    Investment Banker Job 14 miles from Speedway

    Carmel, IN This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!
    $50k-84k yearly est. 60d+ ago
  • Private Client Banker - Indy Northwest - Indianapolis, IN

    144780-Payments_Us

    Investment Banker Job 6 miles from Speedway

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $34k-68k yearly est. 60d+ ago
  • Private Banker

    Community First Bank of Indiana 3.7company rating

    Investment Banker Job 48 miles from Speedway

    At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started? As part of our team, you'll be empowered through the bank's investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, “We've never been treated like that by a bank.” CFB is proud to have been named a Best Place to Work in Indiana for 8 consecutive years by the Indiana Chamber of Commerce. And, we're always looking for the best and brightest to join our team! Benefits: Health, Dental, Vision Insurance Bank Paid Life Insurance Paid Short-Term & Long-Term Disability Generous Matching 401(k) Retirement Plan 4 weeks of Paid Time Off (immediate accrual) Purchased Paid Time Off Access to Earned Wages Wellness Program Competitive Salary Tuition Reimbursement Paid Holidays and 3 Float days Maternity/Paternity paid leave Annual bonus eligibility Community Service Projects Position: Private Banker Objective: We are seeking a dedicated Private Banker to join our team. This role involves working closely with all areas of the financial institution, including collaborating with advisors in our Wealth Management team. Private Banker will provide personalized banking services to high-net-worth clients, ensuring exceptional customer service and satisfaction. Classification: This is a Full-Time exempt position and reports to the Investment Department Manager. Job Location: Howard, Hamilton, and Marion County Essential Functions of a Private Banker: Develop and maintain strong relationships with high-net-worth clients. Provide personalized banking services, including account management, lending, and financial planning. Collaborate with Wealth Management advisors to support clients' comprehensive financial needs. Assist clients with banking transactions, such as deposits, withdrawals, and transfers. Conduct regular reviews of clients' financial situations and provide tailored recommendations. Ensure compliance with all banking regulations and internal policies. Coordinate with various departments to meet clients' needs and enhance service delivery. Address and resolve client inquiries and issues promptly and professionally. Network with potential clients and industry professionals to expand the client base and promote the bank's services. Attend industry events, conferences, and seminars to stay updated on market trends and build professional relationships. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Qualifications: A bachelor's degree is preferred; however, candidates with experience in a financial role or strong sales experience are also encouraged to apply. Excellent interpersonal and communication skills. High level of professionalism and confidentiality. Ability to work collaboratively with different teams within the institution. Preferred Skills: Experience working with high-net-worth clients. Strong problem-solving and analytical skills. Familiarity with wealth management services and products. Proven ability to network and build professional relationships. CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
    $44k-78k yearly est. 31d ago
  • Private Client Banker- Carmel Indy Northwest- Carmel, IN

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 14 miles from Speedway

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-68k yearly est. 16d ago
  • Private Client Banker- Carmel Indy Northwest- Carmel, IN

    246761-Legacy West Campus Branch

    Investment Banker Job 14 miles from Speedway

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-68k yearly est. 12d ago
  • Inbound Financial Services Representative

    Group 1001 Resources 4.1company rating

    Investment Banker Job 11 miles from Speedway

    Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Job Summary As the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker inquiries received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities. Responsibilities First line of client facing contacts on incoming calls, phone sales and support Provides product and illustration sales support Fields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers Generate illustrations and webinars from the incoming calls Assists and participates with DLM's marketing campaigns follow through in support of external and internal wholesalers Resolves client concerns Responds to voicemail/email broker requests Fulfills literature requests Participates in team meetings and training programs Identifies client situation and present options available Maintains integrity of broker database Demonstrates knowledge of Delaware Life's products Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc. Productively work together and collaborate with other home office departments Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth. Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors Other duties as assigned Qualifications: Experience Bachelor's degree or equivalent experience At least 2 years of sales, marketing or customer service experience in the financial services industry Education, experience and/or proficiency in Customer Service or Sales A demonstrated track record of consistently meeting and/or exceeding performance expectations Strong knowledge of annuity, insurance or investment products preferred Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills Working knowledge of office automation tools; experience with contact management tools a plus Organizational, communication (verbal and written) Problem solving, mathematical, statistical, and analytical Strong interpersonal, telephone and presentation skills Ability to adapt quickly to change and consistently demonstrate strong attention to detail Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-LG1
    $29k-40k yearly est. 60d+ ago
  • OTC Trader

    Coins.Ph

    Investment Banker Job 50 miles from Speedway

    Join the Pioneer Crypto Brand in the Philippines! Coins is the most established crypto brand in The Philippines and has gained the trust of more than 18 million users. Through the easy-to-use mobile app, users can buy and sell a variety of different cryptocurrencies and access a wide range of financial services. Coins is fully regulated by the Bangko Sentral ng Pilipinas (BSP) and is the first ever crypto-based company in Asia to hold both Virtual Currency and Electronic Money Issuer licenses from a central bank. Job Summary: In this dynamic role within our Over-the-Counter (OTC) division, you will work collaboratively with a diverse team, including sales traders, client relationship specialists, compliance experts, and regional managers. This position plays a crucial role in the expansion and enhancement of our international trading operations. Key Responsibilities:Build Trading Tools: Design, develop, and implement trading tools that enhance the efficiency and accuracy of trading operations; Continuously monitor and refine trading tools to adapt to market conditions and business needs.Liquidity Management Tools: Develop and manage tools for effective liquidity management to ensure optimal fund utilization and risk management; Collaborate with the finance and trading teams to align liquidity tools with overall trading strategies.Optimize Flow of Funds: - Analyze and optimize the flow of funds across different trading and operational accounts; Ensure the efficient allocation of resources to maximize returns and minimize operational risks.Improve Automations: Identify opportunities to automate repetitive tasks and processes within trading and liquidity management; Implement automation solutions that reduce manual intervention, improve speed, and minimize errors.Assist in Building and Optimizing RFQ (Request for Quote): Support the development and optimization of the RFQ process to enhance pricing accuracy and execution efficiency; Collaborate with the trading and technology teams to integrate RFQ tools with existing trading platforms. RequirementsExperience in the Crypto OTC sector, ideally in a cryptocurrency exchange context.Experience in nurturing and handling diverse institutional relationships across various cultures.Proven capability in forming and guiding high-performance sales teams.Deep enthusiasm for and knowledge of the cryptocurrency ecosystem. Join the Coins Team Now! Meaningful Collaborations - The successful candidate will work cross-functionally with other relevant teams to carry out implementations that will improve and create an impact on customer experience. Scalable Growth - Be part of a fast-growing organization with the vision to expand its territories outside APAC which will provide opportunities for career advancement. A Space For Bright Ideas - Let your bright ideas be converted into meaningful changes! Coins culture welcomes new ideas backed up by data to create an impact.
    $49k-82k yearly est. 4d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 48 miles from Speedway

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $49k-86k yearly est. 13d ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 6 miles from Speedway

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. 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 - 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.
    $136k-226k yearly est. 54d ago
  • Private Client Banker - Indianapolis/ Carmel Areas - Indy Northwest

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 14 miles from Speedway

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-68k yearly est. 15d ago
  • Private Client Banker- Carmel Indy Northwest- Carmel, IN

    JPMC

    Investment Banker Job 14 miles from Speedway

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $34k-68k yearly est. 2d ago
  • Inbound Financial Services Representative

    Group1001 4.1company rating

    Investment Banker Job 11 miles from Speedway

    Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Job Summary As the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker inquiries received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities. Responsibilities * First line of client facing contacts on incoming calls, phone sales and support * Provides product and illustration sales support * Fields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls * Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers * Generate illustrations and webinars from the incoming calls * Assists and participates with DLM's marketing campaigns follow through in support of external and internal wholesalers * Resolves client concerns * Responds to voicemail/email broker requests * Fulfills literature requests * Participates in team meetings and training programs * Identifies client situation and present options available * Maintains integrity of broker database * Demonstrates knowledge of Delaware Life's products * Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations * Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution * Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc. * Productively work together and collaborate with other home office departments * Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products * Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth. * Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors * Other duties as assigned Qualifications: Experience * Bachelor's degree or equivalent experience * At least 2 years of sales, marketing or customer service experience in the financial services industry * Education, experience and/or proficiency in Customer Service or Sales * A demonstrated track record of consistently meeting and/or exceeding performance expectations * Strong knowledge of annuity, insurance or investment products preferred * Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire * Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills * Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone * Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills * Working knowledge of office automation tools; experience with contact management tools a plus * Organizational, communication (verbal and written) * Problem solving, mathematical, statistical, and analytical * Strong interpersonal, telephone and presentation skills * Ability to adapt quickly to change and consistently demonstrate strong attention to detail Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-LG1
    $29k-40k yearly est. 60d+ ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 45 miles from Speedway

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $48k-83k yearly est. 10d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Speedway, IN?

The average investment banker in Speedway, IN earns between $82,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Speedway, IN

$151,000

What are the biggest employers of Investment Bankers in Speedway, IN?

The biggest employers of Investment Bankers in Speedway, IN are:
  1. JPMorgan Chase & Co.
Job type you want
Full Time
Part Time
Internship
Temporary