Private Client Banking Advisor

Testing Site - JPMC; Fitchburg (WI); On-site; USD 50,000 - 80,000; Full time

Job summary

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and grow their relationships. You will manage a complete banking relationship with an advice-based approach, helping clients access education and products that fit their financial goals.

This role requires compliance with Dodd-Frank, NMLS registration, and FINRA licensing as applicable. The position supports branch hours, including weekends and some evenings, and offers

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

New client acquisition

Regulatory compliance

Education

High school diploma

Job description

JPMorgan Chase in Wisconsin seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and grow their relationships. You will manage a complete banking relationship with an advice-based approach, helping clients access education and products that fit their financial goals.

This role requires compliance with Dodd-Frank, NMLS registration, and FINRA licensing as applicable. The position supports branch hours, including weekends and some evenings, and offers