Private Client Banker: Wealth Advisor & RelationshipBuilder

JPMorgan Chase & Co.; Independence Township (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a Branch Banking setting. You will manage complete banking relationships, actively solicit referrals, and collaborate with Specialists to meet clients' financial needs.

The role emphasizes an advice-based approach, commitment to regulatory compliance, and client education. Weekend/evening hours are required as part of branch operations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses within 180 days.
• 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

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

Skills

Relationship building

New client acquisition

Financial services experience

SIE exam & FINRA 6/7

State licenses (63/66)

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a Branch Banking setting. You will manage complete banking relationships, actively solicit referrals, and collaborate with Specialists to meet clients' financial needs.

The role emphasizes an advice-based approach, commitment to regulatory compliance, and client education. Weekend/evening hours are required as part of branch operations.