Private Client Wealth Advisor

JPMorgan Chase & Co.; Vancouver (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their banking relationships with an advice-based approach.

You will collaborate with Specialists to connect clients to experts for specialized financial needs, promote self-service options, and ensure compliance with banking regulations. This role requires strong communication, relationship-building, and flexibility to work

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.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role.
• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 building

Excellent communication

Team orientation

Affluent client experience

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their banking relationships with an advice-based approach.

You will collaborate with Specialists to connect clients to experts for specialized financial needs, promote self-service options, and ensure compliance with banking regulations. This role requires strong communication, relationship-building, and flexibility to work