Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Shawnee (KS); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Branch Banking Banker to provide advisory services to clients, helping them manage their money and build relationships with Chase Private Client offerings.

The role emphasizes education, tailored financial guidance, and a focus on diversity and inclusion. You will collaborate with specialists to connect clients with the right solutions, support self-service tools, and uphold regulatory requirements while delivering exceptional customer service and a strong

Qualifications

• Relationship-oriented approach to acquiring and deepening client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) or must be completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma, 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
• Actively manage banking relationships with an advice-based approach
• Partner with Specialists to connect clients to experts for specialized financial needs
• Promote self-service options for 24/7 account access
• Adhere to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Licensing

Regulatory compliance

Flexibility

Affluent client experience

Communication

Team orientation

Education

High school diploma/GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Branch Banking Banker to provide advisory services to clients, helping them manage their money and build relationships with Chase Private Client offerings.

The role emphasizes education, tailored financial guidance, and a focus on diversity and inclusion. You will collaborate with specialists to connect clients with the right solutions, support self-service tools, and uphold regulatory requirements while delivering exceptional customer service and a strong