Private Client Wealth Advisor

Testing Site - JPMC; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide tailored financial solutions while ensuring compliance with banking regulations.

Qualifications

• 1+ year in Branch Banking Banker or equivalent with success in new client acquisition.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration required under the SAFE Act.
• 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.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Time management

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide tailored financial solutions while ensuring compliance with banking regulations.