Affluent Private Banking Advisor

JPMorgan Chase & Co.; Florida; On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their complete banking relationship with a proactive, education-forward approach.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure compliance with regulatory requirements while delivering personalized advice and building lasting relationships.

Qualifications

• Value-added, relationship-focused client acquisition experience.
• 1+ year in Branch Banking or equivalent in financial services.
• SIE exam and state registrations (63/66) or licensed where required.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts.
• Promotes self-service options for 24/7 access.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial services knowledge

Education

High school diploma or equivalent

College degree or military equivalent

SIE exam

FINRA Series 6/7

State registrations (63/66) if required

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients, managing their complete banking relationship with a proactive, education-forward approach.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure compliance with regulatory requirements while delivering personalized advice and building lasting relationships.