Private Client Banking Advisor

JPMorgan Chase & Co.; Clearwater (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to serve affluent clients within our Branch Banking team. You will manage end-to-end banking relationships, provide education and advice, and drive growth by referrals while coordinating with specialists for complex needs.

The role emphasizes an advice-based approach, strong communication, and the ability to work weekends and evenings as needed in a busy branch environment.

Qualifications

• Relationship-focused approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE/Series 6/7 and Life licenses required within 180 days of start.
• Compliance with Dodd-Frank/TILA and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach.
• Connects customers to specialists for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Excellent communication

Sales skills

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to serve affluent clients within our Branch Banking team. You will manage end-to-end banking relationships, provide education and advice, and drive growth by referrals while coordinating with specialists for complex needs.

The role emphasizes an advice-based approach, strong communication, and the ability to work weekends and evenings as needed in a busy branch environment.