Affluent Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Arlington (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Arlington, TX seeks a Private Client Banker to manage the affluent clients' relationships, deliver education and advice tailored to their financial needs, and partner with specialists to offer the right solutions across banking, mortgage, and investment services.

You will actively solicit referrals, expand client bases, and ensure compliance with Dodd-Frank/Truth in Lending Act requirements, NMLS registration, and internal policies while serving customers in a busy branch

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationship through an advice-based approach for best products and services.
• Partners with Specialists to connect clients to experts for tailored financial needs.
• Facilitates self-service options so clients access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Regulatory compliance

Customer service

Communication

Education

High school diploma

Bachelor's degree preferred

Tools

NMLS knowledge

Job description

JPMorgan Chase & Co. in Arlington, TX seeks a Private Client Banker to manage the affluent clients' relationships, deliver education and advice tailored to their financial needs, and partner with specialists to offer the right solutions across banking, mortgage, and investment services.

You will actively solicit referrals, expand client bases, and ensure compliance with Dodd-Frank/Truth in Lending Act requirements, NMLS registration, and internal policies while serving customers in a busy branch