Senior Private Banker & Wealth Advisor

Next Frontier Capital; Maryland; On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health support

On-site health centers

Backup childcare

Job summary

JPMorgan Chase & Co. in the United States seeks an experienced Private Banker to advise high-net-worth families on building, preserving, and managing wealth. The role focuses on holistic balance-sheet optimization, investment guidance, credit and banking solutions, and coordination with internal specialists across JP Morgan’s institutional platform.

The candidate will join a local U.S. Private Bank team, leveraging an established network, a strong sales mindset, and deep knowledge of wealth

Qualifications

• 6+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or to obtain within 90 days of start date.
• 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, 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 JPMorgan 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

Skills

Private Banking experience

Bachelor's Degree

Licensing: Series 7/66

Sales / business development

Strong local network

Wealth management concepts

Education

Bachelor's Degree

Tools

Licensing: Series 7/66

Insurance licenses

Job description

JPMorgan Chase & Co. in the United States seeks an experienced Private Banker to advise high-net-worth families on building, preserving, and managing wealth. The role focuses on holistic balance-sheet optimization, investment guidance, credit and banking solutions, and coordination with internal specialists across JP Morgan’s institutional platform.

The candidate will join a local U.S. Private Bank team, leveraging an established network, a strong sales mindset, and deep knowledge of wealth