Private Client Banking Advisor

JPMorgan Chase; Clearwater (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in our branch network. You will manage complete banking relationships with an advice-based approach, offering tailored products and services while driving growth.

Collaborate with Private Client Advisors and other specialists to meet complex needs, while ensuring access to self-service options and compliance with banking regulations. Availability on weekends and evenings may be required.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition
• SIE exam, FINRA Series 6/7, state registration required or completed within 180 days of starting the role
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• 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 clients that may be eligible
• Manages banking relationship with an advice-based approach to optimize client products and services
• Partners with Specialists to connect clients to experts for specialized financial needs
• Promotes self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Financial services

Customer service

Communication

Education

Bachelor's degree

Tools

NMLS registration

FINRA Series 6/7

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients in our branch network. You will manage complete banking relationships with an advice-based approach, offering tailored products and services while driving growth.

Collaborate with Private Client Advisors and other specialists to meet complex needs, while ensuring access to self-service options and compliance with banking regulations. Availability on weekends and evenings may be required.