Affluent Private Banking Advisor

Fairygodboss; Waltham (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select client base in branches. You will manage complete banking relationships with an advice-based approach, collaborating with specialists to meet financial needs and expand client bases through referrals.

The role requires a strong emphasis on compliance, weekend/evening hours, and ongoing registration where applicable. A clear path to professional growth within Private Client Banking is offered.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration/SAFE Act requirements and regulatory compliance.
• Adherence to policies and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to regulatory banking requirements.

Skills

Excellent communication

Team orientation

Relationship-building

Long-term commitment

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select client base in branches. You will manage complete banking relationships with an advice-based approach, collaborating with specialists to meet financial needs and expand client bases through referrals.

The role requires a strong emphasis on compliance, weekend/evening hours, and ongoing registration where applicable. A clear path to professional growth within Private Client Banking is offered.