Private Client Wealth Advisor

JPMorganChase; California (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the branch banking network seeks a Private Client Banker to manage a select group of affluent clients, overseeing their full banking relationship with an advisory focus.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and empower access to self-service tools around the clock.

Qualifications

• Experience in branch banking and new client acquisition.
• SIE exam, FINRA Series 6/7, state licenses or ability to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Strong communication and relationship management skills.
• Ability to work weekends and evenings.

Responsibilities

• Solicit referrals and grow client balances.
• Manage banking relationships with an advisory approach.
• Coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Set up self-service options to access accounts 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Communication skills

Regulatory compliance knowledge

Customer service orientation

Time management

Availability for branch hours

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the branch banking network seeks a Private Client Banker to manage a select group of affluent clients, overseeing their full banking relationship with an advisory focus.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and empower access to self-service tools around the clock.