Private Client Wealth Advisor

JPMorgan Chase & Co.; Arlington (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Arlington, TX seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the company.

You will use a proactive, advice-based approach to help clients grow their balances and tailor education and advice to their financial needs. The role emphasizes building lasting relationships, collaborating with specialists, and guiding clients to self-service options while complying with regulatory

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.
• Compliance with Dodd Frank/Truth in Lending Act and licensing requirements.
• 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Communication skills

Team orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. in Arlington, TX seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship across the company.

You will use a proactive, advice-based approach to help clients grow their balances and tailor education and advice to their financial needs. The role emphasizes building lasting relationships, collaborating with specialists, and guiding clients to self-service options while complying with regulatory