Private Client Banker & Wealth Advisor

Testing Site - JPMC; Worcester (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Worcester, MA is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships with a proactive, education-focused approach.

You will collaborate with specialists to connect clients with expert solutions, solicit referrals, and provide access to self-service options while upholding regulatory requirements and delivering our Customer Promise.

Qualifications

• 1+ year of branch banking or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 or state registrations required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Share value of Chase Private Client with eligible clients.
• Manage banking relationships with a proactive, advice-based approach.
• Partner with Specialists to connect clients to experts.
• Promote self-service access and maintain regulatory compliance.
• Solicit referrals and drive revenue growth.

Skills

Relationship building

Client acquisition

Excellent communication

Regulatory compliance

Team collaboration

Flexible hours

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Worcester, MA is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships with a proactive, education-focused approach.

You will collaborate with specialists to connect clients with expert solutions, solicit referrals, and provide access to self-service options while upholding regulatory requirements and delivering our Customer Promise.