Private Banker Associate - Wealth Strategy & Growth

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas seeks an experienced Private Banker to advise families on building, preserving, and managing wealth. You will use investments, financial planning, credit, and banking to guide current clients and attract new assets.

You will join a local team supported by an institutional platform, collaborating with colleagues across markets to deliver holistic, goals-based planning and exceptional client service. A strong network and proven sales track record are essential.

Qualifications

• 3+ years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses or must obtain 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, earning trust and delivering exceptional client experience.
• Generate business results and acquire new assets from existing and new client bases.
• Advise clients on balance sheet, including asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet client needs through holistic, goals-based planning.

Skills

Private Banking

Sales Track Record

Client Relationships

Wealth Planning

Investments Knowledge

Credit & Banking

Networking

Education

Bachelor’s Degree

MBA / CFA / CFP Preferred

Job description

JPMorgan Chase & Co. in Dallas seeks an experienced Private Banker to advise families on building, preserving, and managing wealth. You will use investments, financial planning, credit, and banking to guide current clients and attract new assets.

You will join a local team supported by an institutional platform, collaborating with colleagues across markets to deliver holistic, goals-based planning and exceptional client service. A strong network and proven sales track record are essential.