Private Client Wealth Advisor

Testing Site - JPMC; Mount Laurel Township (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker to serve affluent clients within a Branch Banking team. You will manage client relationships, provide education and advice to help clients make the most of their money, and collaborate with specialists to meet complex financial needs.

The role emphasizes relationship-building, adherence to regulatory requirements, and the ability to work flexible branch hours, including weekends and some evenings.

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• Experience: 1+ year in Branch Banking Banker or equivalent with revenue generation.
• SIE exam and FINRA licenses required within 180 days if not already held.
• Knowledge of Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours including weekends and evenings.

Responsibilities

• Share Chase Private Client value and advise clients.
• Manage banking relationships and connect clients to specialists.
• Encourage self-service options and access to accounts 24/7.
• Ensure compliance with policies and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Regulatory knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker to serve affluent clients within a Branch Banking team. You will manage client relationships, provide education and advice to help clients make the most of their money, and collaborate with specialists to meet complex financial needs.

The role emphasizes relationship-building, adherence to regulatory requirements, and the ability to work flexible branch hours, including weekends and some evenings.