Wealth Advisor – Private Banking & Growth

JPMorganChase

Clayton (MO)

On-site

USD 100,000 - 170,000

Full time

14 days+

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Job summary

JPMorganChase in Missouri is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth. You will utilize knowledge of investments, credit and banking to advise clients and generate new assets within a local team supported by an institutional platform.

The role requires 3+ years in private banking, a Bachelor's degree, and Series 7/66 and Insurance licenses (or to obtain 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; if unlicensed, must obtain within 90 days of start.
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.

Responsibilities

Manage and maintain relationships with clients by earning trust and understanding client needs.
Generate business results and acquire new assets from existing clients and new acquisitions.
Advise clients on balance sheets, including asset allocation, investments, wealth planning, credit and banking needs.
Partner with internal specialists to provide interdisciplinary expertise to clients.
Connect clients across all JPMorgan Chase & Co. lines of business.
Ensure proposed solutions meet clients' needs and objectives short-, mid-, and long-term.