Senior Private Banker - Wealth Strategy & Client Growth

Next Frontier Capital; Tulsa (OK); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Base salary with commission

Health and retirement benefits

On-site health centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing wealth using investments, planning, credit and banking solutions. You will serve current clients and generate new assets with a local team and institutional support.

The role requires Series 7/66 and insurance licenses (or pursuit within 90 days), a bachelor’s degree, and a demonstrated track record in sales and relationship management. Compliance and client experience are paramount.

Qualifications

• Six plus years of work 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.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-centric focus and tireless advocacy for the client.

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 clients and new client acquisition.
• Advise clients on overall balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure solutions meet clients’ short, medium and long-term goals via goals-based planning.
• Strictly adhere to risk and regulatory policies and security measures.

Skills

Private Banking

Financial Services

Sales skills

Relationship management

Client acquisition

Investments

Wealth planning

Credit concepts

Networking

Education

Bachelor's Degree

MBA

Series 7 & 66 licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing wealth using investments, planning, credit and banking solutions. You will serve current clients and generate new assets with a local team and institutional support.

The role requires Series 7/66 and insurance licenses (or pursuit within 90 days), a bachelor’s degree, and a demonstrated track record in sales and relationship management. Compliance and client experience are paramount.