Customer Success Professional Jobs at JPMorganChase with Visa Sponsorship
JPMorganChase hires Customer Success Professionals across its financial services, technology, and client-facing divisions, sponsoring a range of work visas for qualified candidates. If you're targeting a client relationship or account management role here, the company has a consistent track record of supporting international talent through the sponsorship process.
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Get Access To All JobsJOB DESCRIPTION
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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
JOB DESCRIPTION
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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See all 319+ Customer Success Professional at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Professional at JPMorganChase roles.
Get Access To All JobsTips for Finding Customer Success Professional Jobs at JPMorganChase Jobs
Align your credentials to financial services standards
JPMorganChase evaluates Customer Success candidates on client relationship management experience within regulated industries. Tailor your resume to highlight portfolio management, SLA ownership, and cross-functional coordination in banking, fintech, or enterprise financial services contexts.
Target business lines with global talent pipelines
JPMorganChase's Asset and Wealth Management, Commercial Banking, and Global Technology divisions consistently hire Customer Success Professionals and have established sponsorship workflows. Applying directly to these units improves your odds compared to corporate-wide postings.
Identify open roles using Migrate Mate
Browse verified Customer Success Professional openings at JPMorganChase on Migrate Mate, which filters specifically for visa-sponsoring employers. This saves time you'd otherwise spend screening hundreds of listings with no sponsorship clarity.
Understand how your visa type affects the offer timeline
JPMorganChase sponsors H-1B, E-3, and H-1B1 visas, each with different filing windows and lead times. If you're on OPT, confirm your STEM extension eligibility before accepting an offer, since the H-1B cap-subject process requires a lottery registration in March for an October start.
Prepare for DOL prevailing wage requirements upfront
Before your offer is finalized, your role will be mapped to a Standard Occupational Classification code that determines the DOL prevailing wage floor. Research Level II and Level III wage benchmarks for Customer Success roles in your target metro so compensation discussions don't stall the LCA filing.
Anticipate the internal legal review step at large banks
At JPMorganChase, sponsorship requests go through legal and HR compliance review before USCIS filing begins. Build at least six to eight weeks of lead time into your start date expectation after an offer is signed, and confirm your hiring manager is aligned with that timeline.
Customer Success Professional at JPMorganChase jobs are hiring across the US. Find yours.
Find Customer Success Professional at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Customer Success Professionals?
Yes, JPMorganChase sponsors H-1B visas for Customer Success Professionals, along with E-3 and H-1B1 classifications. Sponsorship is typically offered once a specific role is identified and compensation meets DOL prevailing wage requirements. The company's size means it has a dedicated immigration team, which makes the process more structured than at smaller employers, though internal approval steps can add time before USCIS filing begins.
Which visa types does JPMorganChase commonly use for Customer Success Professional roles?
JPMorganChase sponsors H-1B, E-3, and H-1B1 visas for Customer Success Professionals, as well as Green Card pathways through EB-2 and EB-3 classifications. E-3 is available exclusively to Australian citizens and avoids the H-1B lottery. H-1B1 applies to nationals of Chile and Singapore under free trade agreements. The right visa depends on your nationality, the role's SOC classification, and your current immigration status.
What qualifications does JPMorganChase expect for Customer Success Professional roles?
JPMorganChase typically looks for a bachelor's degree in business, finance, or a related field for Customer Success roles, along with demonstrated experience managing enterprise client relationships in regulated or financial services environments. Familiarity with CRM platforms, escalation management, and cross-functional coordination with product and compliance teams is commonly expected. Roles supporting institutional or wealth management clients often require additional domain-specific knowledge.
How do I apply for Customer Success Professional jobs at JPMorganChase?
You can search and apply for Customer Success Professional roles directly on JPMorganChase's careers portal, filtering by division and location. For the fastest way to identify which open roles include visa sponsorship, browse listings on Migrate Mate, which surfaces verified sponsoring employers. Apply early in the hiring cycle since H-1B cap-subject roles require a March lottery registration, meaning offers for October start dates need to be in place by late February.
How do I navigate the sponsorship process timeline at JPMorganChase?
After an offer is accepted, JPMorganChase's immigration team initiates an internal review before engaging external counsel to prepare and file the petition. For H-1B cap-subject cases, the entire sequence from offer to USCIS registration must complete by mid-March. For cap-exempt situations, such as transfers from another H-1B employer, standard processing runs three to five months without premium processing. Confirm your target start date with HR early to avoid missing filing windows.
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