Private Client Banking & Wealth Advisor

JPMorgan Chase & Co.; Lubbock (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to manage an affluent client base and broader branch customers, building lasting relationships and delivering tailored financial solutions.

You will collaborate with specialists to connect clients with experts, promote self-service access, and uphold regulatory standards while contributing to growth. This role requires weekend/evening hours.

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.
• Beginning Oct. 1, 2018, if not registered, the SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses must 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 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 management

New client acquisition

Excellent communication

Education

High school diploma

Job description

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to manage an affluent client base and broader branch customers, building lasting relationships and delivering tailored financial solutions.

You will collaborate with specialists to connect clients with experts, promote self-service access, and uphold regulatory standards while contributing to growth. This role requires weekend/evening hours.