Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Lynnfield (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking who serves a select group of affluent clients, building lasting relationships and providing education and advice to help them reach their financial goals.

You will manage complete banking relationships across the firm, collaborate with Specialists to connect customers to experts, and promote self-service options to enhance convenience while ensuring compliance with banking regulations.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses (63/66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• NMLS registration required upon active employment; comply with SAFE Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

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

Skills

Relationship management

Branch Banking

Client acquisition

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking who serves a select group of affluent clients, building lasting relationships and providing education and advice to help them reach their financial goals.

You will manage complete banking relationships across the firm, collaborate with Specialists to connect customers to experts, and promote self-service options to enhance convenience while ensuring compliance with banking regulations.