Wealth Advisor, Private Banking

Aumni; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

On-site health and wellness centers

Job summary

JPMorgan Chase & Co. is seeking a Private Banker to advise families on wealth preservation and balance-sheet management in the U.S. Private Bank. You’ll leverage investments, credit and banking products to deepen client relationships and drive new assets.

The role emphasizes a client-centric advisory approach with collaboration across markets and specialists to deliver holistic financial solutions and growth opportunities.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required; MBA preferred.
• Series 7, 66 and Insurance licenses required within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Knowledge 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 or new clients.
• Advise clients on balance sheets, asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet clients' short, medium and long-term goals.

Skills

Relationship management

Sales

Investments

Communication

Financial planning

Education

Bachelor's Degree

MBA (preferred)

Tools

Series 7

Series 66

Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Banker to advise families on wealth preservation and balance-sheet management in the U.S. Private Bank. You’ll leverage investments, credit and banking products to deepen client relationships and drive new assets.

The role emphasizes a client-centric advisory approach with collaboration across markets and specialists to deliver holistic financial solutions and growth opportunities.