Private Client Advisor – Wealth Relationship Builder

JPMorganChase; Huntsville (AL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Financial coaching

On-site health centers

Job summary

JPMorganChase in Huntsville, AL is seeking a Private Client Banker to help clients manage their money and wealth with education and personalized advice. You will build lasting relationships and provide access to the firm's broad range of financial products.

You will work with specialists to connect clients to experts, support self-service options, and ensure compliance with bank policies and regulations.

Qualifications

• Requires experience in branch banking with client relationships and revenue generation.
• SIE exam, FINRA Series 6/7, and state registration (63/66 if required) or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act (TILA) requirements.

Responsibilities

• Promote JPMorgan Private Client services to eligible clients.
• Manage banking relationships with an advice-based approach to match clients with the right products.
• Coordinate with Specialists to connect clients to experts for specialized needs.
• Enable client convenience by promoting and enabling self-service options 24/7.
• Adhere to bank policies, procedures, and regulatory requirements.

Skills

Relationship building

Customer service

Communication

Attention to detail

Education

High school diploma

Job description

JPMorganChase in Huntsville, AL is seeking a Private Client Banker to help clients manage their money and wealth with education and personalized advice. You will build lasting relationships and provide access to the firm's broad range of financial products.

You will work with specialists to connect clients to experts, support self-service options, and ensure compliance with bank policies and regulations.