Private Client Wealth Advisor

Next Frontier Capital; Pennsylvania; On-site; USD 52,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in the United States (Pennsylvania) seeks a Private Client Banker to serve a select group of affluent clients and customers in-branch.

You will manage complete banking relationships with a proactive, advice-based approach to drive growth and satisfaction. Responsibilities include presenting the best products and services, collaborating with specialists, and enabling 24/7 self-service access while complying with Dodd-Frank and Truth in Lending Act requirements.

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 or to be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking 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 sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Regulatory compliance knowledge

Attention to detail

Team collaboration

Education

High school diploma or equivalent

NMLS registration required

SIE exam / FINRA Series 6/7

Job description

JPMorgan Chase & Co. in the United States (Pennsylvania) seeks a Private Client Banker to serve a select group of affluent clients and customers in-branch.

You will manage complete banking relationships with a proactive, advice-based approach to drive growth and satisfaction. Responsibilities include presenting the best products and services, collaborating with specialists, and enabling 24/7 self-service access while complying with Dodd-Frank and Truth in Lending Act requirements.