Private Client Banker: Wealth Advisor

JPMorgan Chase & Co.; Huntsville (AL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Huntsville seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure adherence to banking policies and regulatory requirements.

Qualifications

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam and FINRA Series 6/7 and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services

SIE exam

Series 6/7 licenses

Dodd-Frank compliance

Customer service

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Huntsville seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with education and advice tailored to their financial needs.

You will partner with Specialists to connect clients to experts, promote self-service options, and ensure adherence to banking policies and regulatory requirements.