Senior Private Wealth Advisor

Testing Site - JPMC; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Private Bank in Dallas is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking solutions to support current clients and attract new assets, working within a collaborative institutional platform.

You will join a local team, partner with specialists, and adhere to risk controls while delivering a first-class client experience.

Qualifications

• Bachelor’s degree required and professional licenses (Series 7, 66) and Insurance licenses or willingness to obtain within 90 days.
• Proven sales success and strong business acumen.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships with an exceptional experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation, wealth planning and banking needs.
• Collaborate with internal specialists to provide interdisciplinary client solutions.
• Connect clients across all lines of business at J.P. Morgan Chase & Co.
• Ensure solutions meet client objectives through holistic planning.
• Adhere to risk, controls and regulatory guidelines.

Skills

Sales results

Relationship management

Client advisory

Financial planning

Credit knowledge

Education

Bachelor’s Degree

MBA/JD/CFA/CFP preferred

Job description

J.P. Morgan Private Bank in Dallas is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, planning, credit and banking solutions to support current clients and attract new assets, working within a collaborative institutional platform.

You will join a local team, partner with specialists, and adhere to risk controls while delivering a first-class client experience.