Wealth Relationship Advisor

JPMorgan Chase & Co.; Lincoln (NE); On-site; USD 50,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Lincoln, NE is seeking a Private Client Banker to manage affluent clients’ full banking relationships with an advice-based approach.

You will collaborate with specialists to address complex financial needs and expand client balances, while guiding clients toward self-service options 24/7. The role requires a valid high school diploma or GED, 1+ year branch banking experience, and successful completion of required FINRA/NMLS-related licenses within 180 days.

Qualifications

• 1+ year branch banking experience with new client acquisition.
• Willingness to obtain SIE/Series 6/7 and state licenses within 180 days of starting.
• Knowledge of Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach.
• Coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.
• Help clients access self-service options 24/7.
• Adhere to internal policies and regulatory requirements.

Skills

Branch banking experience

Relationship building

Excellent communication

Regulatory compliance

Team oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Lincoln, NE is seeking a Private Client Banker to manage affluent clients’ full banking relationships with an advice-based approach.

You will collaborate with specialists to address complex financial needs and expand client balances, while guiding clients toward self-service options 24/7. The role requires a valid high school diploma or GED, 1+ year branch banking experience, and successful completion of required FINRA/NMLS-related licenses within 180 days.