Private Client Wealth Advisor

JPMorgan Chase & Co.; San Marcos (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage a select group of affluent clients, building lasting relationships through an advice-based approach and a deep understanding of their financial needs.

You will collaborate with Specialists to connect customers with experts, promote self-service options 24/7, and actively solicit referrals while upholding all regulatory requirements and standards. This role requires flexibility to work extended hours including weekends.

Qualifications

• Must have a track record of growing client relationships in financial services.
• SIE/FINRA licensing requirements or equivalent to be completed within 180 days of starting (as applicable).
• 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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Effective communication

Compliance knowledge

Education

High school diploma/GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage a select group of affluent clients, building lasting relationships through an advice-based approach and a deep understanding of their financial needs.

You will collaborate with Specialists to connect customers with experts, promote self-service options 24/7, and actively solicit referrals while upholding all regulatory requirements and standards. This role requires flexibility to work extended hours including weekends.