Private Wealth Advisor – Holistic Planning & Growth

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Private Banker in the U.S. Private Bank division to manage relationships, grow assets, and deliver tailored wealth solutions.

You will advise on balance sheets, asset allocation, and credit needs, collaborating with internal specialists to provide comprehensive guidance. Candidates should have a strong client focus, a robust network, and a track record in private banking.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• Proven sales success with strong business acumen.
• Established network with community presence.
• Understanding of investments, wealth planning, credit and banking concepts.
• Client-focused, delivering for the client’s interests.

Responsibilities

• Manage and maintain client relationships, earning trust and understanding needs.
• Generate business results and acquire assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, and wealth planning needs.
• Partner with internal specialists for interdisciplinary client solutions.
• Connect clients across J.P. Morgan Chase & Co. lines of business.
• Ensure proposals meet client needs in short, medium, and long term with goals-based planning.
• Strictly adhere to risk and control policies and security measures.

Skills

Client relationship management

Sales ability

Networking

Investment knowledge

Wealth planning

Education

Bachelor’s Degree

Series 7, 66 and Insurance licenses

MBA, JD, CFA, or CFP preferred

Job description

JPMorgan Chase & Co. is seeking a seasoned Private Banker in the U.S. Private Bank division to manage relationships, grow assets, and deliver tailored wealth solutions.

You will advise on balance sheets, asset allocation, and credit needs, collaborating with internal specialists to provide comprehensive guidance. Candidates should have a strong client focus, a robust network, and a track record in private banking.