Private Client Banking Advisor

JPMorganChase; Pearl (MS); On-site; USD 50,000 - 90,000; Full time

Job summary

JPMorganChase in the United States is seeking a Branch Banking Banker to build and deepen client relationships within the Chase Private Client framework. The role emphasizes an advice-based approach to banking, connecting clients with specialists for complex financial needs, and ensuring access to self-service options around the clock.

The position requires compliance with Dodd-Frank/TILA, relevant licenses, and ability to work flexible branch hours including weekends.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services; proven success in acquiring and maintaining client relationships and generating revenue
• SIE exam, FINRA Series 6/7, state registrations (including 63/66 if required) or completion within 180 days of starting
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma, 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 eligible clients
• Active management of banking relationship with advice-based approach
• Partner with Specialists to connect clients to experts for specialized needs
• Set up self-service options to access accounts 24/7
• Adhere to policies, procedures, and regulatory requirements

Skills

Relationship building

Financial services experience

Compliance awareness

Customer service

Affluent client relations

Teamwork

Education

High school diploma or equivalent

SIE/FINRA licenses (as required)

College degree or military experience

Job description

JPMorganChase in the United States is seeking a Branch Banking Banker to build and deepen client relationships within the Chase Private Client framework. The role emphasizes an advice-based approach to banking, connecting clients with specialists for complex financial needs, and ensuring access to self-service options around the clock.

The position requires compliance with Dodd-Frank/TILA, relevant licenses, and ability to work flexible branch hours including weekends.