Private Client Wealth Advisor

J.P. Morgan; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in New York seeks a Private Client Banker to serve a select group of affluent clients, managing their banking relationships and delivering education and advice to help them reach their financial goals.

You will collaborate with specialists to connect clients with experts, promote self-service options, and ensure compliance with banking regulations while supporting a diverse and inclusive work environment.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with success in new client acquisition and relationship development.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/TILA requirements and SAFE Act registration after starting.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to deliver best products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Facilitates access to self-service options, accessible 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales & referrals

Communication

Financial knowledge

Attention to detail

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in New York seeks a Private Client Banker to serve a select group of affluent clients, managing their banking relationships and delivering education and advice to help them reach their financial goals.

You will collaborate with specialists to connect clients with experts, promote self-service options, and ensure compliance with banking regulations while supporting a diverse and inclusive work environment.