Wealth-Building Private Client Advisor

Aumni; Florida; Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase in Florida is seeking a Private Client Banker to serve a select group of clients and manage their banking relationships with an advice-based approach. You will help clients access the best products and services, while promoting the Chase Customer Promise.

Responsibilities include partnering with specialists to meet complex needs, guiding clients to self-service options, and ensuring compliance with regulatory requirements.

Qualifications

• 1+ year branch banking experience and client acquisition success.
• SIE exam and FINRA Series 6/7 or equivalent required or to be completed within 180 days.
• Compliance with Dodd-Frank/TILA regulatory requirements.
• NMLS registration requirements after hire.

Responsabilités

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to address complex financial needs.
• Promote self-service access to accounts 24/7.
• Adhere to banking policies and regulatory requirements.

Connaissances

Relationship-building

Excellent communication

Financial services experience

Regulatory compliance

Flexibility with schedule

Business development

Formation

High school diploma or GED

College degree or military equivalent

Description du poste

JPMorgan Chase in Florida is seeking a Private Client Banker to serve a select group of clients and manage their banking relationships with an advice-based approach. You will help clients access the best products and services, while promoting the Chase Customer Promise.

Responsibilities include partnering with specialists to meet complex needs, guiding clients to self-service options, and ensuring compliance with regulatory requirements.