Wealth Advisor — Private Client Banking

JPMorgan Chase & Co.; Springfield (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in Springfield, MO is seeking a Private Client Banker in Branch Banking who serves a select group of affluent clients and broader branch customers.

You will manage their banking relationships, provide personalized education and advice, and promote self-service options to access accounts 24/7. You will collaborate with Specialists to connect clients with mortgage, advisory, and business banking experts, while meeting regulatory requirements and maintaining a high standard of

Qualifications

• Must demonstrate a value-added, relationship-focused approach to grow client relationships.
• Ability to acquire new clients and deepen existing relationships through referrals.
• Compliance with regulatory banking requirements and licensing standards.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to meet client needs.
• Coordinate with Specialists to connect clients to mortgage, advisory, and business banking experts.
• Facilitate self-service access to accounts (24/7) and ensure regulatory compliance.

Skills

Relationship building

Sales & referrals

Client servicing

Education

NMLS license (SAFE Act)

SIE exam

FINRA Series 6/7

Job description

JPMorgan Chase & Co. in Springfield, MO is seeking a Private Client Banker in Branch Banking who serves a select group of affluent clients and broader branch customers.

You will manage their banking relationships, provide personalized education and advice, and promote self-service options to access accounts 24/7. You will collaborate with Specialists to connect clients with mortgage, advisory, and business banking experts, while meeting regulatory requirements and maintaining a high standard of