Private Client Banking & Wealth Advisor

JPMorgan Chase & Co.; Cameron Park (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Banker in Branch Banking to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to financial needs.

You will build lasting relationships, actively solicit referrals, and collaborate with Specialists to connect clients to experts for specialized financial needs while upholding Chase's Customer Promise and compliant practices.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with new client acquisition.
• SIE exam and FINRA Series 6/7, state registrations and Life licenses to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach, ensuring clients receive the best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship Building

New Client Acquisition

Excellent Communication

Education

High School Diploma or Equivalent

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Banker in Branch Banking to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to financial needs.

You will build lasting relationships, actively solicit referrals, and collaborate with Specialists to connect clients to experts for specialized financial needs while upholding Chase's Customer Promise and compliant practices.