Private Client Wealth Advisor

JPMorgan Chase & Co.; Brunswick (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage the complete banking relationship, proactively soliciting referrals and coordinating with specialists to meet clients' financial needs. The role emphasizes an advice-based approach, accessibility of self-service options, and strict adherence to regulatory requirements.

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 proven success in acquiring, cultivating, and maintaining client relationships and revenue.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act
• National Mortgage Licensing System and Registry (NMLS) registration required
• 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 24/7.
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Excellent communication

Affluent client experience

Team oriented

Revenue generation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage the complete banking relationship, proactively soliciting referrals and coordinating with specialists to meet clients' financial needs. The role emphasizes an advice-based approach, accessibility of self-service options, and strict adherence to regulatory requirements.