Wealth Advisor, Private Banking Associate

Fairygodboss; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Base salary plus commission/incentives

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Dallas is seeking talented Private Bankers to advise high-net-worth families on building, preserving and managing wealth.

You will use investments, planning, credit and banking know-how to service current clients and attract new assets, in a collaborative, cross-market team environment. The role requires strong client focus, 3+ years in private banking, a bachelor’s degree, and licenses (Series 7, 66, and Insurance) or a plan to obtain them within 90 days.

Qualifications

• Three or more years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses 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.
• Client-focused and dedicated to serving clients.

Responsibilities

• Manage client relationships with trust, understand needs, provide targeted advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, investments, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across JPMorgan Chase lines of business.
• Ensure solutions meet clients' needs and goals through holistic planning.

Skills

Client advisory

Private banking

Sales experience

Licensing knowledge

Networking

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Dallas is seeking talented Private Bankers to advise high-net-worth families on building, preserving and managing wealth.

You will use investments, planning, credit and banking know-how to service current clients and attract new assets, in a collaborative, cross-market team environment. The role requires strong client focus, 3+ years in private banking, a bachelor’s degree, and licenses (Series 7, 66, and Insurance) or a plan to obtain them within 90 days.