Wealth Advisor: Private Client Banker

JPMorgan Chase & Co.; Camp Hill (Cumberland County); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationships with an education- and advice-based approach.

The role emphasizes acquiring new clients through referrals, partnering with Specialists, and promoting self-service options while ensuring compliance with banking regulations and internal policies.

Qualifications

• Demonstrated success in building client relationships and revenue growth.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.

Skills

Relationship management

New client acquisition

Financial services experience

SIE exam / FINRA Series 6/7

Regulatory compliance

Excellent communication

Affluent client experience

Team orientation

Education

High school degree

Tools

NMLS

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationships with an education- and advice-based approach.

The role emphasizes acquiring new clients through referrals, partnering with Specialists, and promoting self-service options while ensuring compliance with banking regulations and internal policies.