Private Client Wealth Advisor

JPMorganChase; San Mateo (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve an affluent client base. You will manage full banking relationships with a proactive, advice-based approach, coordinating with specialists to meet complex financial needs and ensure seamless access to self-service options.

Ideal candidates combine strong communication with a track record of building client relationships, and willingness to work weekends or evenings to support branch hours and regulatory requirements.

Qualifications

• Experience in branch banking and managing affluent clients.
• Ability to meet regulatory requirements and licensing timelines.
• Willingness to work weekends and evenings.
• Familiarity with industry licensing and regulatory frameworks (SIE/FINRA) preferred.

Responsibilities

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

Skills

Relationship building

Client acquisition

Excellent communication

Sales experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve an affluent client base. You will manage full banking relationships with a proactive, advice-based approach, coordinating with specialists to meet complex financial needs and ensure seamless access to self-service options.

Ideal candidates combine strong communication with a track record of building client relationships, and willingness to work weekends or evenings to support branch hours and regulatory requirements.