Private Wealth Investment Associate

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a senior Private Banking professional in the United States. The role emphasizes building lasting client relationships, delivering tailored financial solutions, and managing comprehensive balance sheets across investments, wealth planning, credit and banking needs.

The candidate will leverage a broad network and collaborate with internal specialists to deliver holistic, goals-based planning while adhering to risk controls and regulatory guidelines.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. is seeking a senior Private Banking professional in the United States. The role emphasizes building lasting client relationships, delivering tailored financial solutions, and managing comprehensive balance sheets across investments, wealth planning, credit and banking needs.

The candidate will leverage a broad network and collaborate with internal specialists to deliver holistic, goals-based planning while adhering to risk controls and regulatory guidelines.