Private Banker Associate — Wealth Advisory & Growth

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker for the U.S. Private Bank. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to support client goals.

Lead relationships, grow assets through existing and new clients, and collaborate with internal specialists across JPMorgan Chase & Co. to deliver holistic, compliant wealth solutions.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required; advanced degrees preferred.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Proven sales success with strong business acumen and client focus.
• Established network with a track record in wealth management and advisory services.

Responsibilities

• Manage and deepen client relationships with a holistic balance sheet advisory approach.
• Acquire new assets from existing clients and new client acquisition.
• Advise on investments, wealth planning, credit and banking needs.
• Coordinate with internal specialists to deliver interdisciplinary client solutions.
• Connect clients across all lines of business within JPMorgan Chase & Co.
• Ensure solutions meet client objectives with a goals-based planning mindset.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Private banking experience

Licenses (Series 7/66, Insurance)

Proven sales success

Business acumen

Client-focused / client experience

Strong network / community presence

Education

Bachelor’s degree

MBA / JD / CFA / CFP preferred

Job description

JPMorgan Chase & Co. in Charlotte, NC seeks an experienced Private Banker for the U.S. Private Bank. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to support client goals.

Lead relationships, grow assets through existing and new clients, and collaborate with internal specialists across JPMorgan Chase & Co. to deliver holistic, compliant wealth solutions.