Senior Wealth Advisor for Family Banking & Planning

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit options.

You will collaborate with a local team and the broader institutional platform to deliver holistic solutions and an exceptional client experience. Applicants should have a minimum of three years in private banking or financial services, a bachelor's degree, and relevant licenses (Series 7/66 and Insurance) with

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required; advanced degrees preferred.
• 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation and risk.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet client goals through holistic planning.

Skills

Private Banking

Sales and client development

Relationship management

Investment knowledge

Wealth planning and credit knowledge

Education

Bachelor’s Degree

MBA preferred

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit options.

You will collaborate with a local team and the broader institutional platform to deliver holistic solutions and an exceptional client experience. Applicants should have a minimum of three years in private banking or financial services, a bachelor's degree, and relevant licenses (Series 7/66 and Insurance) with