Wealth Advisor - Private Banking Associate

JPMorganChase; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Diversity and inclusion program

Career development opportunities

Job summary

A global financial services firm is seeking a Private Banker to manage client relationships in Dallas, Texas. The ideal candidate will have over three years of experience in Private Banking, demonstrate strong sales success, and hold required securities licenses. Responsibilities include advising clients on wealth management and balance sheet strategies, acquiring new business, and collaborating with specialists to deliver tailored solutions. This role offers an opportunity to thrive in a dynamic and inclusive environment.

Qualifications

• 3+ years in Private Banking or Financial Services.
• Strong community presence with established network.
• Proven sales success and business acumen.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Partner with internal specialists for expertise.

Skills

Sales success

Client experience focus

Understanding of investments

Networking skills

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

A global financial services firm is seeking a Private Banker to manage client relationships in Dallas, Texas. The ideal candidate will have over three years of experience in Private Banking, demonstrate strong sales success, and hold required securities licenses. Responsibilities include advising clients on wealth management and balance sheet strategies, acquiring new business, and collaborating with specialists to deliver tailored solutions. This role offers an opportunity to thrive in a dynamic and inclusive environment.