Wealth Advisor: Private Client Banking

JPMorgan Chase & Co.; College Station (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to manage a select group of affluent clients and their banking relationships within a branch. You will proactively grow client balances through referrals, cross-functional collaboration, and tailored financial guidance.

The role emphasizes an advice-based approach, value of Chase Private Client, and compliance with banking regulations. Flexibility to work weekends/evenings is required.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 licenses or must complete within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration under the SAFE Act required after offer/ start date.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication

New client acquisition

Education

High school diploma

College degree or military service

Job description

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to manage a select group of affluent clients and their banking relationships within a branch. You will proactively grow client balances through referrals, cross-functional collaboration, and tailored financial guidance.

The role emphasizes an advice-based approach, value of Chase Private Client, and compliance with banking regulations. Flexibility to work weekends/evenings is required.