Senior Private Banker & Wealth Advisor VP

Testing Site - JPMC; Fort Lauderdale (FL); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan’s U.S. Private Bank is seeking a Private Banker who collaborates with a talented team to advise families on building and managing wealth. You will leverage investments, wealth planning, credit and banking knowledge to support current clients and attract new assets.

You will partner with internal specialists, connect clients across lines of business, and ensure holistic, goals-based planning while strictly adhering to risk and control policies.

Competenze

• Six+ years in Private Banking or financial services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; must obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong local network and community presence.
• Knowledge of investments, wealth planning, credit and banking concepts.

Mansioni

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from clients and prospects.
• Advise on balance sheet including investments, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure holistic goals-based planning and risk/compliance adherence.

Conoscenze

Sales experience

Business acumen

Established network

Investments knowledge

Wealth planning concepts

Licenses: Series 7/66/Insurance

Formazione

Bachelor’s Degree

MBA

CFA/CFP

Descrizione del lavoro

J.P. Morgan’s U.S. Private Bank is seeking a Private Banker who collaborates with a talented team to advise families on building and managing wealth. You will leverage investments, wealth planning, credit and banking knowledge to support current clients and attract new assets.

You will partner with internal specialists, connect clients across lines of business, and ensure holistic, goals-based planning while strictly adhering to risk and control policies.