Wealth Advisor for Private Clients

Fairygodboss; Lake Zurich (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the Lake Zurich, IL area seeks a Private Client Banker to manage affluent clients and build lasting banking relationships. You will actively solicit referrals and collaborate with specialists to tailor financial solutions for complex needs.

You will advise clients, expand the relationship, and ensure credit and regulatory compliance while delivering education and guidance to help clients reach their financial goals.

Qualifications

• Proven success in acquiring and deepening client relationships.
• 1+ year banking experience with revenue generation.
• SIE exam, FINRA Series 6/7, and state registrations or plan to complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree or foreign equivalent.
• Ability to work branch hours including weekends.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship selling

Banking experience

Licensing knowledge

Regulatory compliance

Education requirement

Branch hours

Excellent communication

Education background

Affluent clients

Team orientation

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the Lake Zurich, IL area seeks a Private Client Banker to manage affluent clients and build lasting banking relationships. You will actively solicit referrals and collaborate with specialists to tailor financial solutions for complex needs.

You will advise clients, expand the relationship, and ensure credit and regulatory compliance while delivering education and guidance to help clients reach their financial goals.