Private Client Banking Advisor

JPMorganChase; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is recruiting for a branch banking professional who will focus on private client relationships, delivering tailored financial education and advice to clients. The role emphasizes a high standard of service, collaboration with specialists, and adherence to regulatory requirements.

Qualified candidates will have 1+ year in banking with revenue generation, and must obtain required licenses (SIE, Series 6/7, 63/66) within 180 days of starting. Weekend hours may be required.

Qualifications

• Must demonstrate a value-added, relationship-oriented approach to acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with proven client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses must be completed within 180 days, or already held.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent is required.
• 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.
• Actively manages banking relationships with an advice-based approach to deliver best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes lives of clients convenient by enabling 24/7 self-service access to accounts.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Revenue generation

SIE exam

FINRA Series 6/7

NMLS licensing

Dodd-Frank compliance

Regulatory banking requirements

Education

High school diploma or GED

College degree

Tools

SIE/Series licensing portal

Job description

JPMorganChase is recruiting for a branch banking professional who will focus on private client relationships, delivering tailored financial education and advice to clients. The role emphasizes a high standard of service, collaboration with specialists, and adherence to regulatory requirements.

Qualified candidates will have 1+ year in banking with revenue generation, and must obtain required licenses (SIE, Series 6/7, 63/66) within 180 days of starting. Weekend hours may be required.