Affluent Client Banker & Wealth Advisor

JPMorganChase; Corvallis (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Oregon is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach.

You will partner with Specialists to connect clients with experts, promote self-service access, and strive to grow balances through referrals while adhering to regulatory requirements and Chase policies.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7 and state licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration under the SAFE Act of 2008; registration upon start date
• 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

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 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

Skills

Client relationship building

Sales & referrals

Financial services experience

Licensing readiness (SIE/Series 6/7)

Compliance knowledge

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in Oregon is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach.

You will partner with Specialists to connect clients with experts, promote self-service access, and strive to grow balances through referrals while adhering to regulatory requirements and Chase policies.