Private Client Banking Advisor

Next Frontier Capital; Altoona (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker to manage a select group of affluent clients and a broader customer base within a branch. You will guide banking relationships with an advice-based approach and collaborate with specialists to meet complex financial needs.

The role requires staying compliant with regulatory requirements, building trusted relationships, and helping clients leverage Chase products and services for long-term growth.

Qualifications

• 1+ year banking experience with client relationships and revenue generation.
• SIE, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration required after start date and ongoing updates.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Facilitates self-service options for 24/7 access.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship selling

Client acquisition

Communication

Regulatory compliance

Sales experience

Education

College degree or military

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker to manage a select group of affluent clients and a broader customer base within a branch. You will guide banking relationships with an advice-based approach and collaborate with specialists to meet complex financial needs.

The role requires staying compliant with regulatory requirements, building trusted relationships, and helping clients leverage Chase products and services for long-term growth.