Wealth Advisor, Private Banking – Naples

JPMorgan Chase & Co.; Naples (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Commission-based pay

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A global financial services leader is seeking a Private Banker based in Naples, Florida, to provide wealth management solutions to clients. You will manage relationships, advise on investments, and acquire new clients while collaborating with experts. Candidates should possess a Bachelor's Degree and three years of experience in Private Banking. A competitive salary and comprehensive benefits package are offered. This role emphasizes a strong focus on client needs and an entrepreneurial mindset.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required; must obtain within 90 days if unlicensed.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from clients.
• Advise clients on their overall balance sheet including investments and planning.

Skills

Sales success

Client experience focus

Financial services knowledge

Networking skills

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Job description

A global financial services leader is seeking a Private Banker based in Naples, Florida, to provide wealth management solutions to clients. You will manage relationships, advise on investments, and acquire new clients while collaborating with experts. Candidates should possess a Bachelor's Degree and three years of experience in Private Banking. A competitive salary and comprehensive benefits package are offered. This role emphasizes a strong focus on client needs and an entrepreneurial mindset.