Senior Private Wealth Advisor

Next Frontier Capital; Tampa (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth, leveraging investments, credit and banking expertise to serve current clients and attract new business. You will work with a local team and rely on an institutional platform for resources and expertise.

You will collaborate with internal specialists, adhere to risk controls, and pursue holistic, goals-based planning to deliver an exceptional client experience.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Bachelor’s Degree required.

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 client base.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise to clients as needed.
• Connect clients across all lines of JP Morgan Chase & Co.
• Ensure solutions meet client goals through holistic, goals-based planning.

Skills

Client advisory

Relationship management

Sales experience

Financial acumen

Communication skills

Education

Bachelor’s degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. seeks a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth, leveraging investments, credit and banking expertise to serve current clients and attract new business. You will work with a local team and rely on an institutional platform for resources and expertise.

You will collaborate with internal specialists, adhere to risk controls, and pursue holistic, goals-based planning to deliver an exceptional client experience.