U.S. Private Banker: Wealth Management Expert

5 days ago


New Orleans, Louisiana, United States JPMorganChase Full time
About the Role

We are seeking an exceptional individual to join our U.S. Private Bank team as a Private Banker.

As a Private Banker, you will be responsible for advising high net worth individuals and families on building, preserving, and managing their wealth.

Key Responsibilities
  • Earn and maintain client trust by providing personalized advice and developing tailored solutions.
  • Generate business results through existing client relationships and new client acquisition.
  • Advise clients on overall balance sheet management, including asset allocation, investment management, and wealth planning.
  • Partner with internal specialists to provide interdisciplinary expertise to clients.
Requirements
  • 6+ years of experience in private banking or financial services.
  • Bachelor's degree required.
  • Series 7, 66, and Insurance licenses required (unlicensed candidates considered).
  • Proven sales success and strong business acumen.
Preferred Qualifications
  • MBA, JD, CFA, or CFP preferred.
  • Proactive, takes initiative, and uses critical thinking to solve problems.
About Us

JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers and prominent corporate clients under the J.P. Morgan and Chase brands.

We offer a competitive total rewards package, including base salary ($145,000 - $180,000), commission-based pay, and discretionary incentive compensation awarded in recognition of individual achievements.

We recognize that our people are our strength, and we value diversity and inclusion at our company.



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