Wealth Advisor — Private Banking & Planning

JP Morgan Chase; Philadelphia (Philadelphia County); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JP Morgan Chase is seeking a Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will use your knowledge of investments, planning, credit and banking to support existing clients and generate new ones within a local team.

You will partner with internal specialists to deliver holistic, goals‑based solutions and ensure the client experience remains top‑tier across all balance sheet needs.

Qualifikationen

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree is required; MBA, JD, CFA, or CFP preferred
• Series 7, 66 and Insurance licenses required or must obtain within 90 days
• 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

Aufgaben

• 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

Kenntnisse

Private Banking experience

Sales skills

Client relationship management

Networking

Ausbildung

Bachelor's Degree required

MBA/JD/CFA/ CFP preferred

Jobbeschreibung

JP Morgan Chase is seeking a Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will use your knowledge of investments, planning, credit and banking to support existing clients and generate new ones within a local team.

You will partner with internal specialists to deliver holistic, goals‑based solutions and ensure the client experience remains top‑tier across all balance sheet needs.