Executive Director, Private Banking & Wealth Strategy

Testing Site - JPMC; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will leverage investments, financial planning, credit and banking to advise clients and grow assets. You will work with a local team and rely on a powerful institutional platform to deliver comprehensive balance sheet solutions. The role emphasizes client-centric service, cross-market collaboration, and rigorous risk governance to meet short- and long-term

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may join but must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

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

Skills

Licenses: Series 7/66/Insurance

Private Banking experience

Sales & client acquisition

Wealth management knowledge

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

J.P. Morgan in the U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving and managing wealth.

You will leverage investments, financial planning, credit and banking to advise clients and grow assets. You will work with a local team and rely on a powerful institutional platform to deliver comprehensive balance sheet solutions. The role emphasizes client-centric service, cross-market collaboration, and rigorous risk governance to meet short- and long-term