U.S. Private Bank - Private Banker - Associate
On-site · Raleigh, North Carolina, United States
Job Summary
Private Banker in JP Morgan's U.S. Private Bank (Associate level) based in Raleigh, NC, advising families on building, preserving and managing their wealth. You will use knowledge of investments, wealth planning, credit and banking to advise clients on balance sheets, generate new client acquisition, and collaborate with internal specialists to deliver holistic, goals-based solutions across lines of business. The role emphasizes managing client relationships, earning trust, understanding client needs, delivering targeted advice, and ensuring client experiences meet short-, mid-, and long-term objectives. Requires 3+ years in private banking/financial services, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or be willing to obtain within 90 days); the position favors candidates with MBA/JD/CFA/CFP and strong presentation, organizational, and market knowledge skills.
Required Qualifications
- Three plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
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