Senior Private Banker & Wealth Advisor

Next Frontier Capital; Philadelphia (Philadelphia County); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth using investments, credit and banking expertise. You will serve current clients and generate new business while delivering a first-class client experience.

Join a local team supported by an institutional platform with specialists across markets, businesses and functions to help you elevate client outcomes and career growth.

Qualifications

• Six+ years in Private Banking or Financial Services.
• Bachelor's Degree required.
• Licenses: Series 7, 66 and Insurance; must obtain within 90 days if unlicensed.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Build and maintain client relationships with trust through tailored advice.
• Generate assets by serving existing clients and acquiring new business.
• Advise on balance sheet, asset allocation, wealth planning, and banking needs.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Ensure solutions meet client goals using holistic planning.
• Adhere to risk controls and regulatory requirements.

Skills

Relationship management

Sales experience

Wealth management knowledge

Client focus

Business acumen

Networking

Education

Bachelor's Degree

Series 7

Series 66

Insurance licenses

MBA or CFA/ CFP preferred

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth using investments, credit and banking expertise. You will serve current clients and generate new business while delivering a first-class client experience.

Join a local team supported by an institutional platform with specialists across markets, businesses and functions to help you elevate client outcomes and career growth.