Private Client Wealth Advisor

JPMorganChase; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Dallas is seeking a Private Client Banker to serve affluent clients in Branch Banking. You will manage a complete banking relationship, applying an advice-based approach and helping clients grow balances through referrals and collaboration with specialists.

The role requires at least 1 year in branch banking, appropriate licenses or eligibility to obtain them, and the ability to work weekends and some evenings.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with success in acquiring and growing client relationships.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses must be obtained within 180 days or already held.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for optimal products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Facilitates client access to self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory knowledge

Work hours flexibility

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Dallas is seeking a Private Client Banker to serve affluent clients in Branch Banking. You will manage a complete banking relationship, applying an advice-based approach and helping clients grow balances through referrals and collaboration with specialists.

The role requires at least 1 year in branch banking, appropriate licenses or eligibility to obtain them, and the ability to work weekends and some evenings.