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.

Job Responsibilities

1. Manage and maintain relationships with clients by earning trust, understanding their needs, providing targeted advice, developing solutions, and delivering an exceptional client experience.
2. Generate business results by acquiring new assets from existing and new clients.
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.
5. Connect clients across all lines of business of J.P. Morgan.
6. Ensure solutions fulfill clients' needs through a holistic, goals-based planning approach.
7. Adhere to all risk, control policies, regulatory guidelines, and security measures.

Required Qualifications, Capabilities, and Skills

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

Preferred Qualifications, Capabilities, and Skills

1. Proactive, initiative-taker, and critical thinker.
2. MBA, JD, CFA, or CFP preferred.
3. Excellent communication and presentation skills.
4. Strong organizational skills and disciplined approach.
5. In-depth knowledge of equity, fixed income markets, and alternative investments.

J.P. Morgan offers innovative financial solutions and a competitive rewards package, including salary, commissions, and benefits such as health care, retirement plans, and wellness programs. We are committed to diversity and inclusion and are an equal opportunity employer.

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