Private Client Wealth Advisor

JPMorgan Chase & Co.; Milpitas (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering tailored financial guidance.

You will acquire new clients through referrals and internal/external sources while working across specialists to meet broader needs. You will support clients with proactive advice, ensuring access to products and services that fit their goals, and you will operate within established branch hours

Qualifications

• Must have a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year of Branch Banking Banker or equivalent experience in financial services with verifiable success in new client acquisition and revenue generation.
• SIE, Series 6/7, state registrations (63/66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manage clients' banking relationships using an advice-based approach to offer best-fit products and services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Make clients' lives easier by enabling self-service options access 24/7.
• Adhere to all policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Banking experience

Regulatory compliance

Flexibility with hours

Excellent communication

Team orientation

Education

SIE/FINRA Series 6/7 licensing

State registrations and Life licenses

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering tailored financial guidance.

You will acquire new clients through referrals and internal/external sources while working across specialists to meet broader needs. You will support clients with proactive advice, ensuring access to products and services that fit their goals, and you will operate within established branch hours