Senior Private Banker & Wealth Advisor

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 120,000 - 220,000; Full time

Job summary

JPMorgan Chase & Co. in Tampa is seeking an experienced Private Banker to advise high‑net‑worth families on building, preserving, and managing wealth.

You will use knowledge of investments, credit, and banking to advise clients and grow assets, while collaborating with specialists to deliver holistic solutions. The role emphasizes delivering an exceptional client experience, expanding the client base, and aligning balance sheets with goals across short, medium, and long term, within a regulated

Qualifications

• Six+ 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.
• Focuses on the client experience and works tirelessly on the client’s behalf.

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 from existing clients and new client acquisition.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.

Skills

Private Banking

Relationship Management

Sales Excellence

Licenses: Series 7/66/Insurance

Wealth Planning

Investments Knowledge

Credit and Banking Concepts

Client Experience Focus

Education

Bachelor’s Degree

Tools

CRM tools

Job description

JPMorgan Chase & Co. in Tampa is seeking an experienced Private Banker to advise high‑net‑worth families on building, preserving, and managing wealth.

You will use knowledge of investments, credit, and banking to advise clients and grow assets, while collaborating with specialists to deliver holistic solutions. The role emphasizes delivering an exceptional client experience, expanding the client base, and aligning balance sheets with goals across short, medium, and long term, within a regulated