Senior Private Banker & Wealth Advisor

Next Frontier Capital; Fort Worth (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health care benefits

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking exceptional individuals for its U.S. Private Bank to deliver first-class client experiences. You will work with a team of talented colleagues across markets to enhance your career and provide holistic financial guidance.

The role focuses on managing client relationships, wealth planning, and coordinating with internal specialists to deliver comprehensive solutions while adhering to risk controls and regulatory guidelines.

Qualifications

• Work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Ensure solutions meet client objectives through holistic planning.
• Adhere to risk and control policies and security measures.

Skills

Private Banking experience

Financial services experience

Sales success

Business acumen

Client-focused

Strong network

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking exceptional individuals for its U.S. Private Bank to deliver first-class client experiences. You will work with a team of talented colleagues across markets to enhance your career and provide holistic financial guidance.

The role focuses on managing client relationships, wealth planning, and coordinating with internal specialists to deliver comprehensive solutions while adhering to risk controls and regulatory guidelines.