Elite Private Wealth Advisor

Aumni; Missouri; On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Job summary

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving, and managing their wealth. You will use knowledge of investments, financial planning, credit, and banking to serve current clients and generate new assets.

You will work with a local team and benefit from an institutional platform with resources and specialists to help you achieve client goals, while adhering to risk and regulatory guidelines.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet client needs through holistic goals-based planning.

Skills

Private Banking

Sales success

Client experience

Communication skills

Organizational skills

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving, and managing their wealth. You will use knowledge of investments, financial planning, credit, and banking to serve current clients and generate new assets.

You will work with a local team and benefit from an institutional platform with resources and specialists to help you achieve client goals, while adhering to risk and regulatory guidelines.