Wealth Advisor, Private Banking Associate

JPMorgan Chase; San Francisco (CA); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Private Banker in San Francisco to advise clients on building, preserving, and managing their wealth. The role involves managing relationships, generating new business, and providing targeted financial advice to clients.

The ideal candidate will hold a Bachelor's degree and have a minimum of three years' experience in Private Banking or Financial Services, along with necessary licenses. A competitive salary package includes base salary and additional benefits.

Qualifications

• 3+ years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience with investments, wealth planning, credit, and banking.

Responsibilities

• Manage and maintain relationships with clients to provide exceptional client experience.
• Generate new business results and acquire new assets.
• Advise clients on their overall balance sheet and financial needs.

Skills

Private Banking experience

Sales success

Financial planning knowledge

Client relationship management

Education

Bachelor's Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

JPMorgan Chase is seeking a Private Banker in San Francisco to advise clients on building, preserving, and managing their wealth. The role involves managing relationships, generating new business, and providing targeted financial advice to clients.

The ideal candidate will hold a Bachelor's degree and have a minimum of three years' experience in Private Banking or Financial Services, along with necessary licenses. A competitive salary package includes base salary and additional benefits.