Private Client Banking Advisor for Affluent Clients

Next Frontier Capital; Plantation (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health care

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker to manage affluent client relationships in-branch, delivering advice-based service and connecting clients to specialists for tailored financial solutions.

You'll build trusted relationships, promote convenient 24/7 self-service options, and ensure compliance with banking regulations while contributing to growth and exceptional client experiences.

Qualifications

• 1+ year in branch banking or financial services with new client acquisition
• SIE exam, FINRA Series 6/7, state licenses or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings
• NMLS registration required upon start

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach
• Partners with Specialists to connect clients to experts
• Facilitates 24/7 access to self-service options
• Adheres to policies, procedures, and regulatory requirements

Skills

Relationship building

Sales experience

Financial services

Customer service

Regulatory compliance

Education

High school degree or GED

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker to manage affluent client relationships in-branch, delivering advice-based service and connecting clients to specialists for tailored financial solutions.

You'll build trusted relationships, promote convenient 24/7 self-service options, and ensure compliance with banking regulations while contributing to growth and exceptional client experiences.