Senior Private Wealth Advisor, Executive Director

JPMorgan Chase & Co.; Jacksonville (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Jacksonville, FL, is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth.

You will leverage knowledge of investments, credit and banking to serve current clients and attract new relationships, within an institutional platform. You will work with a local team, collaborate across markets and functions, and adhere to risk controls while delivering a first-class client experience.

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• 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.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Manage and maintain relationships with clients while earning trust and delivering an exceptional client experience.
• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Relationship Management

Sales

Wealth Planning

Regulatory & Compliance

Licensing: Series 7/66

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in Jacksonville, FL, is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth.

You will leverage knowledge of investments, credit and banking to serve current clients and attract new relationships, within an institutional platform. You will work with a local team, collaborate across markets and functions, and adhere to risk controls while delivering a first-class client experience.