Private Client Wealth Advisor

Fairygodboss; Mechanicsville (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Virginia seeks a Private Client Banker to manage a select set of affluent clients, building lasting relationships and providing education and advice tailored to financial needs.

You will recruit new clients, solicit referrals, and collaborate with specialists to connect clients with experts while ensuring access to self-service options and compliant banking practices.

Qualifications

• 1+ year branch banking or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• 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 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Sales

Communication

Education

High school graduate

Job description

JPMorgan Chase & Co. in Virginia seeks a Private Client Banker to manage a select set of affluent clients, building lasting relationships and providing education and advice tailored to financial needs.

You will recruit new clients, solicit referrals, and collaborate with specialists to connect clients with experts while ensuring access to self-service options and compliant banking practices.