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JOB DESCRIPTION You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Healthcare, Higher Education and Not for Profit Associate Banker is for you. As an Associate Banker within the Healthcare, Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role in supporting client acquisition and nurturing ongoing relationships in the region. You will concentrate on expanding and retaining profitable relationships with nonprofit health systems, colleges and universities, and not-for-profit organizations. Your comprehensive understanding of our solutions, including Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card, and Chase Paymentech Solutions, will be essential. Our most successful bankers utilize a strategic approach to market activity and prospecting to achieve their goals. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities: • Champion a culture of innovation and a customer centric mindset, • Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships, • 3+ years with above average performance results in a similar banking role or credit/lending related experience., • Outstanding professional reputation and integrity, • Strong leadership skills required, • Demonstrated ability to develop and retain new and profitable relationships, • Bachelors degree preferred, • Excellent problem solving, oral, and written communication skills, • Superior knowledge of the market dynamics and its business environment preferred, • Extensive knowledge of products and servicesABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

Job Description Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: • Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving, • Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service, • Act as primary point of contact for clients and their other trusted advisors, • Lead the preparation of assigned prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss cash flow models and advanced planning topics, • Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed, • Assist Advanced Planning Team with cash flow modeling for clients, • Continually build strong relationships with assigned client families, • Comply with all industry rules and regulations along with firm policies, • Bachelor's degree, • Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 65 or equivalent, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation, • Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge of fundamental estate planning tools and techniques, • Experience delivering fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • Life and Disability Insurance license Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: • Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:, • Wealth Enhancement, • Cash Flow Planning, • Education Planning, • Asset Management, • Lending Solutions, • Life Insurance, • Family Meetings, • Health Insurance, • Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service, • Be main point of contact for clients and their trusted advisors, • Internally lead the preparation of all prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss advanced planning topics, • Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed, • Prepare proprietary reports for clients on an individualized basis, • Assist Financial Planning Department with cash flow modeling for clients, • Build strong relationships with assigned client families Required Qualifications: • Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 63, 65, and/or 66, • Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge on fundamental estate planning tools and techniques, • Knowledge on fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred, • Life and Disability Insurance license, • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.