Wealth Advisor, Private Banking

TwinThread; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Mental health support

Job summary

J.P. Morgan in Philadelphia is seeking a Private Banker to provide expert advice on wealth management and investments. In this role, you will manage relationships with clients, ensuring a thorough understanding of their needs and developing tailored solutions. You will play a crucial part in acquiring new clients as well as supporting existing ones. The ideal candidate should have a Bachelor’s Degree and at least three years of experience in Private Banking or Financial Services. Strong sales, business acumen, and community presence are essential.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain within 90 days.
• Strong community presence with an established network.

Responsibilities

• Manage and maintain relationships with clients for trust and understanding.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.
• Partner with internal specialists for expertise delivery.
• Connect clients across J.P. Morgan Chase & Co. lines of business.

Skills

Sales success

Business acumen

Client experience focus

Understanding of investments

Networking

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP (preferred)

Job description

J.P. Morgan in Philadelphia is seeking a Private Banker to provide expert advice on wealth management and investments. In this role, you will manage relationships with clients, ensuring a thorough understanding of their needs and developing tailored solutions. You will play a crucial part in acquiring new clients as well as supporting existing ones. The ideal candidate should have a Bachelor’s Degree and at least three years of experience in Private Banking or Financial Services. Strong sales, business acumen, and community presence are essential.