Senior Private Banker & Wealth Planning Advisor

Aumni; Phoenix (AZ); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Phoenix to advise families on wealth management, investments, and balance sheet optimization. You will work with a local team and leverage an institutional platform to provide bespoke financial strategies and exceptional client experiences.

The role emphasizes building a strong client network, meeting regulatory standards, and delivering holistic, goals-based planning across asset classes and credit needs.

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses 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.
• Client-focused attitude and dedication to serving the client.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on balance sheet management including asset allocation and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary client advice.
• Connect clients across JP Morgan Chase & Co. lines of business.
• Ensure solutions meet client goals in short, medium, and long term.
• Adhere to risk, controls, and regulatory policies.

Skills

Private Banking

Sales experience

Relationship management

Financial services knowledge

Regulatory compliance

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Phoenix to advise families on wealth management, investments, and balance sheet optimization. You will work with a local team and leverage an institutional platform to provide bespoke financial strategies and exceptional client experiences.

The role emphasizes building a strong client network, meeting regulatory standards, and delivering holistic, goals-based planning across asset classes and credit needs.