Affluent Private Client Banker & Wealth Advisor

JPMorganChase; Arlington Heights (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Arlington Heights, IL seeks an experienced Branch Banking Banker to build and deepen client relationships, provide tailored financial guidance, and connect clients with specialists for advanced needs.

The role requires a strong emphasis on compliant, education-focused service and the ability to work with branches, including weekends and evenings. A path to professional licenses is part of the role.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration required or completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships 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 for specialized financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Financial services experience

Communication skills

Regulatory compliance

Education

High school diploma or equivalent

Tools

FINRA Series 6/7

State licenses (63/66)

Job description

JPMorgan Chase & Co. in Arlington Heights, IL seeks an experienced Branch Banking Banker to build and deepen client relationships, provide tailored financial guidance, and connect clients with specialists for advanced needs.

The role requires a strong emphasis on compliant, education-focused service and the ability to work with branches, including weekends and evenings. A path to professional licenses is part of the role.