Private Client Banking & Wealth Advisor

JPMorgan Chase & Co.; Midland (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Midland, TX is seeking a Private Client Banker to manage a banking relationship with affluent clients, provide tailored education and advice, and help grow balances through proactive service.

You will collaborate with Specialists to connect clients with mortgage, investment and business banking experts, while ensuring access to self-service options and adherence to regulatory requirements.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA licenses or willingness to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours including weekends.

Responsibilities

• Manage banking relationships for affluent clients.
• Solicit referrals and acquire new clients.
• Coordinate with Specialists to connect clients to experts.
• Promote self-service options and 24/7 access.
• Adhere to policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Financial services experience

Education

Bachelor's degree or higher

High school diploma or GED

Job description

JPMorgan Chase & Co. in Midland, TX is seeking a Private Client Banker to manage a banking relationship with affluent clients, provide tailored education and advice, and help grow balances through proactive service.

You will collaborate with Specialists to connect clients with mortgage, investment and business banking experts, while ensuring access to self-service options and adherence to regulatory requirements.