Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Chesterfield (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in United States is seeking a Private Client Banker to manage affluent clients and drive growth across the branch. You will be the main contact for a select group, building trusted relationships and offering tailored education and advice to meet financial needs.

The role involves partnering with specialists, coordinating cross-functional teams, and enabling 24/7 self-service access while complying with banking policies and regulations.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 and state licenses within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Financial services experience

Regulatory compliance

Licensing knowledge

Education

High school degree

Job description

JPMorgan Chase & Co. in United States is seeking a Private Client Banker to manage affluent clients and drive growth across the branch. You will be the main contact for a select group, building trusted relationships and offering tailored education and advice to meet financial needs.

The role involves partnering with specialists, coordinating cross-functional teams, and enabling 24/7 self-service access while complying with banking policies and regulations.