Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on wealth in Charlotte, NC. You will leverage investments, planning, credit and banking to advise clients and win new business.

You will work with a team across markets and functions to deliver holistic goals-based planning and exceptional client experiences while adhering to risk and control standards.

Qualifications

• Six or more years in private banking or financial services.
• Bachelor's degree required.
• Series 7, 66 and insurance licenses required or to be obtained within 90 days.

Responsibilities

• Build and maintain client relationships, understand needs, and deliver tailored solutions.
• Drive business growth by acquiring new assets from existing and new clients.
• Advise on balance sheets, asset allocation, investments, wealth planning, credit and banking.
• Collaborate 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 via holistic planning.
• Strictly follow risk, controls, regulatory and security guidelines.

Skills

Client relationship management

Sales skills

Financial services experience

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

J.P. Morgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on wealth in Charlotte, NC. You will leverage investments, planning, credit and banking to advise clients and win new business.

You will work with a team across markets and functions to deliver holistic goals-based planning and exceptional client experiences while adhering to risk and control standards.