Affluent Private Client Banker - Wealth Advisor

Fairygodboss; Murfreesboro (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Murfreesboro, TN, is seeking a Private Client Banker in Branch Banking to serve as the primary contact for affluent clients, managing their banking relationships and delivering education and tailored financial advice.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure compliance with regulatory requirements, while supporting growth and high-quality customer service.

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• 1+ year in Branch Banking or equivalent, with success in new client acquisition and revenue generation.
• Regulatory knowledge including Dodd-Frank and Truth in Lending Act requirements.
• SIE exam and FINRA Series 6/7 and state registrations or completion within 180 days.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to offer best-fit products and services.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Facilitate access to self-service options for 24/7 account access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Branch Banking

Licensing

Regulatory compliance

Policy compliance

Flexibility

Affluent client relationships

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Murfreesboro, TN, is seeking a Private Client Banker in Branch Banking to serve as the primary contact for affluent clients, managing their banking relationships and delivering education and tailored financial advice.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure compliance with regulatory requirements, while supporting growth and high-quality customer service.