Senior Private Banker & Wealth Strategist

Aumni; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

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.

You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team supported by an institutional platform. This role offers a competitive total rewards package, with base salary plus potential commissions or incentive compensation, and benefits including health care, on-site wellness centers,

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates must obtain licenses within 90 days of start date.

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, asset allocation, investment management, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.

Skills

Private Banking

Client Relationship

Sales

Financial Planning

Risk & Compliance

Communication

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance Licenses

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth.

You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team supported by an institutional platform. This role offers a competitive total rewards package, with base salary plus potential commissions or incentive compensation, and benefits including health care, on-site wellness centers,