Wealth Advisor: Private Banking & Client Growth

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

Job summary

JPMorganChase in Dallas seeks a Private Banker to advise families on building, preserving and managing their wealth within the U.S. Private Bank.

You will use knowledge of investments, financial planning, credit and banking to advise current clients and generate new assets as part of a local team supported by an institutional platform. This role requires a proven sales record, a Bachelor's degree, and securities licenses (Series 7 and 66) with the ability to obtain licenses within 90 days.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client's behalf

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Skills

Private Banking

Sales experience

Client relationship management

Financial knowledge

Education

Bachelor's Degree

Job description

JPMorganChase in Dallas seeks a Private Banker to advise families on building, preserving and managing their wealth within the U.S. Private Bank.

You will use knowledge of investments, financial planning, credit and banking to advise current clients and generate new assets as part of a local team supported by an institutional platform. This role requires a proven sales record, a Bachelor's degree, and securities licenses (Series 7 and 66) with the ability to obtain licenses within 90 days.