U.S. Private Bank - Private Banker - Associate

JPMorgan Chase • Tampa, FL • 1h ago

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 looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Generate business results and acquire new assets, both from existing client base and new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Connect your clients across all lines of business of J.P. Morgan Chase & Co.

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Required Qualifications, Capabilities, and Skills

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

Focuses on the client experience and works tirelessly on the client's behalf

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred

Proactive, takes initiative, and uses critical thinking to solve problems

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Security Guard - Bank Patrol Driver Full-Time

Allied Universal • Tampa, FL • 1h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

1h ago

Go to Apply

Staff Accountant

Robert Half • Pinellas Park, FL • 11h ago

Finance, Accounting & Banking

Description Job Description: We are seeking a hands-on Staff Accountant to support a busy accounting department during a critical audit and month-end close period. In this role, you will manage daily bank reconciliations...

11h ago

Go to Apply

Staff Accountant

Aston Carter • Tampa, FL • 11h ago

Finance, Accounting & Banking

Job Title: Staff Accountant needed in Tampa FL! This is 5 days a week on site. This role will start before the New Year! Job Description The Staff Accountant will play a key role in supporting the finance team by handlin...

11h ago

Go to Apply

AI Finance - Senior - Tech Consulting - Location Open

EY • Tampa, FL • 14h ago

Finance, Accounting & Banking

Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dallas, Denver, Des Moines...

14h ago

Go to Apply

Accounting Associate

Aston Carter • Tampa, FL • 1d ago

Finance, Accounting & Banking

Job Title: Accounting Associate needed in Tampa FL! Job Description The Accounting Associate will play a key role in supporting the finance team by handling a variety of accounting tasks, including tax compliance assista...

1d ago

Go to Apply

Accounting Associate

Aston Carter • Tampa, FL • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Accounting Associate

Aston Carter • Tampa, FL • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Accounting Associate

Aston Carter • Tampa, FL • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Property Field Claims Adjuster (Tampa, FL)

American Family Insurance - Corporate • Tampa, FL • 1d ago

Finance, Accounting & Banking

You will work in the field and report to the Property Claim Manager, and handle homeowner property field claims in the Tampa area. You must be located within this metro area. A company fleet vehicle is provided with the...

1d ago

Go to Apply

Fund Accounting Manager

Citigroup • Tampa, FL • 1d ago

Finance, Accounting & Banking

The Fund Accounting Team Coordinator is an intermediate level position responsible for participating in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.