Private Banking Advisor – Wealth Growth & Planning

Fairygodboss; Town of Florida (NY); On-site; USD 110,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on wealth management, credit and banking. You will work with a local team and leverage an institutional platform to grow and protect client assets.

You will manage client relationships, acquire new assets, and coordinate with specialists to deliver holistic balance-sheet solutions, while adhering to risk and regulatory guidelines.

Qualifications

• Six+ years in private banking or financial services.
• Bachelor's degree required.
• Series 7 and 66 plus Insurance licenses; must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage relationships, earn trust, assess client needs and deliver exceptional service.
• Generate business and acquire new assets from existing clients and new clients.
• Advise on balance sheets, asset allocation, investments and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all JPMorgan Chase & Co. lines of business.
• Ensure solutions meet client needs through holistic, goals-based planning.
• Adhere to risk/control policies and regulatory guidelines.

Skills

Private Banking

Sales Experience

Series 7/66 licenses

Bachelor's degree

Wealth planning

Client relationships

Education

Bachelor's degree

MBA

CFA/ CFP

Job description

JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on wealth management, credit and banking. You will work with a local team and leverage an institutional platform to grow and protect client assets.

You will manage client relationships, acquire new assets, and coordinate with specialists to deliver holistic balance-sheet solutions, while adhering to risk and regulatory guidelines.