Private Client Wealth Advisor

JPMorgan Chase & Co.; Georgetown (TX); 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, manage relationships, and drive growth through referrals and expert connections.

The role emphasizes education and advice tailored to clients' needs, working across specialists to deliver the best products while ensuring 24/7 self-service access and strict regulatory compliance.

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 and revenue generation.
• Beginning Oct. 1, 2018, SIE exam, FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• 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 to provide best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by guiding self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Client acquisition

SIE exam

FINRA 6/7

State licensing

Dodd-Frank compliance

Flexible hours

Education

High school diploma

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, manage relationships, and drive growth through referrals and expert connections.

The role emphasizes education and advice tailored to clients' needs, working across specialists to deliver the best products while ensuring 24/7 self-service access and strict regulatory compliance.