Private Wealth Advisor: Client Growth & Planning

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Private Bank is seeking a Private Banker in the U.S. market to advise families on building, preserving, and managing wealth. You will leverage investment, planning, credit, and banking expertise to support existing clients and attract new assets. You will work with a local team and benefit from a robust institutional platform.

The role emphasizes holistic, goals-based planning, cross-functional collaboration, and delivering an exceptional client experience across the balance sheet.

Qualifications

• Three+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required; MBA, JD, CFA, or CFP preferred.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Client-focused and dedicated to serving the client’s interests.

Responsibilities

• Manage and maintain client relationships with trust and tailored solutions.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet clients’ short-, medium-, and long-term goals.

Skills

Private Banking experience

Sales skills

Client relationship building

Education

Bachelor's degree

MBA/JD/CFA/CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

J.P. Morgan Private Bank is seeking a Private Banker in the U.S. market to advise families on building, preserving, and managing wealth. You will leverage investment, planning, credit, and banking expertise to support existing clients and attract new assets. You will work with a local team and benefit from a robust institutional platform.

The role emphasizes holistic, goals-based planning, cross-functional collaboration, and delivering an exceptional client experience across the balance sheet.