U.S. Private Bank – Private Banker – Associate
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Private Banker Associate at J.P. Morgan Private Bank responsible for managing and growing client relationships, advising families on wealth management including investments, wealth planning and banking needs, partnering with internal specialists, and driving new asset acquisition. Works within a local team to deliver holistic, goals-based planning and cross-sell across lines of business; requires Series 7/66 and insurance licenses with licensing-in-90-days, and a Bachelor’s degree with 3+ years of private banking or financial services experience.
Required Qualifications
- Three plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7, 66 and Insurance licenses required
- 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
- Focuses on the client experience and works tirelessly on the client’s behalf
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.