Affluent Private Client Advisor

JPMorganChase; Nappanee (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage full banking relationships, using an advisory approach to grow balances and referrals.

The role requires strong communication, regulatory compliance, and the ability to work flexible branch hours including weekends. Prior private client or affluent banking experience is valued.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with proven new client acquisition.
• Regulatory licensing: SIE exam, FINRA Series 6/7, state registration (63/66 if required) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or 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 client relationships through an advice-based approach to offer best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Increases client convenience by enabling self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Affluent clients experience

Team orientation

Ability to work weekends/evenings

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage full banking relationships, using an advisory approach to grow balances and referrals.

The role requires strong communication, regulatory compliance, and the ability to work flexible branch hours including weekends. Prior private client or affluent banking experience is valued.