Senior Private Banker & Wealth Advisor

Aumni; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree. The role requires strong organizational skills and the ability to meet client needs holistically with an emphasis on delivering an exceptional client experience. A competitive salary and various benefits are offered.

Qualifications

• Minimum six years in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses are required.
• Strong community presence and established network.

Responsibilities

• Manage relationships with clients and earn their trust.
• Generate new business and acquire new clients.
• Advise clients on their balance sheet and financial needs.

Skills

Private Banking experience

Financial Services knowledge

Sales success

Client focus

Education

Bachelor’s Degree

Job description

J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree. The role requires strong organizational skills and the ability to meet client needs holistically with an emphasis on delivering an exceptional client experience. A competitive salary and various benefits are offered.