Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are eager to challenge yourself, J.P. Morgan is the place for you. You will work alongside talented colleagues from various markets, businesses, and functions, providing opportunities to advance your career.

Job Responsibilities

1. Manage and maintain client relationships by earning trust, understanding needs, providing targeted advice, developing solutions, and delivering an exceptional client experience.
2. Generate business results and acquire new assets from existing clients and new client acquisition.
3. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
4. Partner with internal specialists to provide interdisciplinary expertise when needed.
5. Connect clients across all lines of business at J.P. Morgan Chase & Co.
6. Ensure proposed solutions meet clients' short, medium, and long-term objectives through holistic, goal-based planning.
7. Adhere strictly to all risk, control policies, regulatory guidelines, and security measures.

Required Qualifications, Capabilities, and Skills

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit, and banking concepts.

Preferred Qualifications, Capabilities, and Skills

• Proactive, initiative-taker, and critical thinker.
• MBA, JD, CFA, or CFP preferred.
• Excellent communication and presentation skills.
• Strong organizational skills and disciplined approach.
• In-depth knowledge of equity, fixed income markets, and alternative investments such as Hedge Funds, Private Equity, and Real Estate.

JPMorgan Chase, with over 200 years of history, offers innovative financial solutions globally. We provide a competitive rewards package, including salary, potential commissions, discretionary incentives, and comprehensive benefits such as health coverage, wellness centers, retirement plans, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations for all applicants and employees.

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