Wealth Advisor: Private Client Banking

JPMorgan Chase & Co.; Waltham (MA); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships with a proactive, education-focused approach.

You will help acquire new clients through referrals and internal/external sources. The role emphasizes an advice-based relationship strategy, collaboration with Specialists, and enabling clients to access self-service options around the clock.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.

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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Team orientation

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Massachusetts is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage complete banking relationships with a proactive, education-focused approach.

You will help acquire new clients through referrals and internal/external sources. The role emphasizes an advice-based relationship strategy, collaboration with Specialists, and enabling clients to access self-service options around the clock.