Wealth-Building Private Client Advisor

JPMorganChase; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in Washington, DC seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients, providing tailored education and advice to grow balances. The role emphasizes referrals, proactive service, and a client-first advisory approach within a regulated banking environment.

The position requires licensing where applicable, strong communication, and the ability to work flexible branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with new client acquisition and revenue generation.
• Regulatory requirements including SIE/FINRA licenses as applicable.
• Adherence to Dodd-Frank/Truth in Lending Act and related banking policies.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to meet needs.
• Collaborates with Specialists to connect clients to experts for specialized needs.
• Makes client lives easier by enabling 24/7 self-service options.
• Maintains compliance with banking regulations and internal policies.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Communication skills

Team orientation

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Washington, DC seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients, providing tailored education and advice to grow balances. The role emphasizes referrals, proactive service, and a client-first advisory approach within a regulated banking environment.

The position requires licensing where applicable, strong communication, and the ability to work flexible branch hours, including weekends and some evenings.