Private Banking Associate - Wealth Advisor

Next Frontier Capital; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on wealth building and balance sheet management.

You will leverage investments, planning, credit and banking concepts to serve existing clients and attract new assets. You will collaborate with internal specialists to deliver holistic financial solutions. Based in the United States, you will join a team supported by an institutional platform offering resources and expertise to help you achieve clients’

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their 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 your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Skills

Client relationship management

Sales experience

Financial acumen

Networking

Strong communication

Education

Bachelor's degree required

MBA preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on wealth building and balance sheet management.

You will leverage investments, planning, credit and banking concepts to serve existing clients and attract new assets. You will collaborate with internal specialists to deliver holistic financial solutions. Based in the United States, you will join a team supported by an institutional platform offering resources and expertise to help you achieve clients’