Wealth Advisor for Private Clients

JPMorganChase; The Woodlands (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage affluent clients' banking relationships with a proactive, education‑oriented approach. You will help clients select the best products, solicit referrals, and coordinate with specialists to meet complex financial needs.

The role emphasizes compliance with banking regulations, weekend/evening hours, and building long-term client partnerships while delivering superior service and value across Chase's Private Client offerings.

Qualifications

• High school diploma, GED, or foreign equivalent.
• College degree or military equivalent preferred.

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 enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Banking / financial services

SIE/FINRA knowledge

Dodd-Frank/TILA compliance

Excellent communication

Weekend/evening availability

Education

College degree or military equivalent

High school diploma or GED

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage affluent clients' banking relationships with a proactive, education‑oriented approach. You will help clients select the best products, solicit referrals, and coordinate with specialists to meet complex financial needs.

The role emphasizes compliance with banking regulations, weekend/evening hours, and building long-term client partnerships while delivering superior service and value across Chase's Private Client offerings.