Private Client Banker: Wealth Advisor

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of Chase Private Client clients. You will manage complete banking relationships and drive growth by actively soliciting referrals and leveraging internal sources.

The role requires a relationship-focused approach, banking licenses (SIE/Series 6/7), and flexibility to work weekends/evenings. You will collaborate with specialists to meet clients' financial needs and promote self-service options.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with success in acquiring and maintaining client relationships
• Regulatory licenses required or to be completed within 180 days: SIE, FINRA Series 6/7, state registration (63/66 if required) and Life licenses
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Manage client banking relationships with a proactive, advice-based approach
• Partner with Specialists to connect clients to experts for their financial needs
• Promote self-service options to access accounts 24/7
• Adhere to banking policies, procedures, and regulatory requirements

Skills

Relationship-building

Sales/revenue generation

Regulatory compliance

Communication skills

Branch-hours flexibility

Education

High school diploma or equivalent

College degree or military experience

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of Chase Private Client clients. You will manage complete banking relationships and drive growth by actively soliciting referrals and leveraging internal sources.

The role requires a relationship-focused approach, banking licenses (SIE/Series 6/7), and flexibility to work weekends/evenings. You will collaborate with specialists to meet clients' financial needs and promote self-service options.