Private Client Wealth Advisor

JPMorgan Chase & Co.; Mechanicsville (VA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Virginia seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will grow their banking relationships, promote Chase Private Client services, and coordinate with specialists to meet complex financial needs.

The role emphasizes an advisory approach, self-service access, and strict regulatory compliance, with weekend and evening hours as part of branch operations.

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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act and regulatory 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, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Financial services experience

Excellent communication

Team oriented

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. in Virginia seeks a Private Client Banker to manage a select group of affluent clients and other customers in the Branch. You will grow their banking relationships, promote Chase Private Client services, and coordinate with specialists to meet complex financial needs.

The role emphasizes an advisory approach, self-service access, and strict regulatory compliance, with weekend and evening hours as part of branch operations.