Senior Private Wealth Advisor & VP

JPMorganChase; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Miami is seeking a Private Banker to advise clients on building and managing their wealth. The role involves managing client relationships, generating new business, and providing comprehensive investment advice. Ideal candidates will have over six years of experience in Private Banking or Financial Services, with a required Bachelor's Degree and necessary licenses. This position offers a competitive total rewards package and the chance to work in a dynamic and collaborative environment.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required for position.
• Strong business acumen and community presence.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Sales success

Client-focused approach

Investment knowledge

Relationship management

Education

Bachelor’s Degree

Job description

A leading financial institution in Miami is seeking a Private Banker to advise clients on building and managing their wealth. The role involves managing client relationships, generating new business, and providing comprehensive investment advice. Ideal candidates will have over six years of experience in Private Banking or Financial Services, with a required Bachelor's Degree and necessary licenses. This position offers a competitive total rewards package and the chance to work in a dynamic and collaborative environment.