Senior Private Banker - Wealth Growth & Planning

Next Frontier Capital; Walnut Creek (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Banker to advise high-net-worth clients on wealth strategies, investments, and credit.

You will build lasting relationships, drive new assets, and coordinate with specialists to deliver holistic financial solutions. The role requires a deep client focus, proven sales success, and a strong network in private banking with relevant licenses or the ability to obtain them within 90 days.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Licenses: Series 7, Series 66 and Insurance; licenses must be obtained within 90 days if not already held.
• 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 delivering an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet needs including investments, wealth planning, credit and banking.
• Partner with internal specialists for interdisciplinary client solutions.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Ensure solutions meet clients’ short, medium and long-term goals.

Skills

Private Banking experience

Series 7

Series 66

Insurance licenses

Sales excellence

Strong network

Wealth planning knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Banker to advise high-net-worth clients on wealth strategies, investments, and credit.

You will build lasting relationships, drive new assets, and coordinate with specialists to deliver holistic financial solutions. The role requires a deep client focus, proven sales success, and a strong network in private banking with relevant licenses or the ability to obtain them within 90 days.