U.S. Private Bank - Private Banker - Vice President or Executive Director
CFA Institute
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. 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 Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six 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 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr
- ...U.S. Private Bank – Private Banker – Vice President or Executive Director Baton Rouge, LA, United States Job Information Job Identification 210627546 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 15/05/2025, 18:45 Locations 451 Florida...SuggestedFull timeTemporary workWork experience placementLocal areaShift work
- ...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....SuggestedTemporary workWork experience placement
$60k
...Valuation & Capital Market Analysis Managing Director.The Valuation & Capital Market Analysis... ...Director is responsible for leading, executing and delivery of challenging valuation... ...... Show more Full-time Vice President and General Counsel.The Vice President...SuggestedHourly payFull timeContract workPart timeWork at officeRemote workWork from homeNight shift- ...JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for... ...loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate...SuggestedLocal area
- ...Kids for the Future in Baton Rouge, LA, is hiring a full-time Banking Specialist to open deposit accounts, explain products and services, and collect the required customer information to originate new and existing accounts. You will actively refer loan services, prepare...SuggestedFull time
- ...personalized service. You will handle deposits, withdrawals, check cashing, and loan payments, while educating clients on digital banking tools and promoting self-service options. The role emphasizes building client relationships through in-person and outbound interactions...
- ...Branch Ambassador - Baton Rouge Area Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive... ...the bedrock of our environment's safety and integrity. You'll execute high-volume cash transactionsincluding deposits, withdrawals,...Permanent employmentPart timeLocal areaRemote workFlexible hoursShift workNight shift
- ...Introduction The Vice President and General Counsel (VPGC) serves as the chief legal... ...advisor to the LSU Foundation Board of Directors and executive leadership team, providing guidance on... ..., trust administration, and public-private projects). Oversee all legal demands...Contract workWork at officeFlexible hoursWeekend workAfternoon shift
$250k - $275k
...POSITION OVERVIEW The Vice President of Product is a company-level... ...leadership, and a member of Nava’s executive team. This leader directly... ...work closely with two Product Directors to build Nava’s product... ...are authorized to work in the U.S. This role requires you to...Contract workTemporary workFor contractorsWork at officeLocal areaRemote workHome officeVisa sponsorshipFlexible hours$43.89k - $150k
...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer...Full timeTemporary workLocal areaFlexible hours- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Part time
- ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business...
- ...partners and subject matter experts to address specialized financial needs. Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access. Drive proactive sales conversations and...Work at officeLocal areaAfternoon shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of...
- ...Bank of America’s Merrill Wealth Management is seeking a Financial Advisor Development Program participant to build a client book, source prospects, and provide investment guidance aligned with client goals. You will work with advisors and specialists to deliver comprehensive...
$61k - $119k
...member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at...Full timeContract workFor contractorsWork at office- ...identify risk issues and potential fraud. Comply with bank policies and procedures, regulatory requirements,... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at office
- ...exceptional support, then you’ll want to be one of our banking center managers! You will immerse yourself in the... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Local areaMonday to Friday
- ...processing of financial transactions in a retail banking environment. Often serving as the first point of... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at officeMonday to FridayNight shift
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial...Full timeTemporary workLocal areaFlexible hours- ...SitelogIQ is seeking a Senior Vice President of Business Development in the South Business Unit to lead strategic growth initiatives and... ...and market expansion. Strategic Leadership Develop and execute strategic sales plans aligned with company objectives and revenue...Full timeContract workLocal areaNight shiftWeekend work
- ...processing of financial transactions in a retail banking environment. Often serving as the first point of... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Part timeWork at officeNight shift
- ...Group Sales Manager or Market President, the Commercial Portfolio... ...Adhering to the guidance of bank policy and standards, this position... ...calls. Promptly notifies the Director of Portfolio Management and... ...Banking, Equipment Finance, Private Banking, etc. Annual involvement...Work at officeLocal area
- ...to clients, matching financial products and services to meet their goals. Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access. Process routine financial center transactions...Work at officeLocal areaAfternoon shift
- ...Summary Provides personalized banking services to financial institution customers by performing the duties of a Teller and Personal Banker. Essential Duties and Responsibilities Include the following. Other duties may be assigned. Platform Evaluates needs of potential...Night shift
- ...Bank of Zachary is seeking a highly motivated individual for a full-time Universal Banker position at our new Baton Rouge branch, located off Highland Road. This is an exciting opportunity for someone with teller, cash-handling, customer-service, or retail-sales experience...Full time
- ...and regulatory compliance of a banking center. It is also the responsibility... ...all strategic initiatives are executed effectively. Model and... ...12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business...Work at officeLocal areaMonday to Friday
- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities...Work at officeRemote work
- ...Mortgage Banker Job ID 2026-15052 Job Locations... ...responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated...Contract workWork at officeLocal areaImmediate startWork from home1 day per week
- ...seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) . In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving...Work at office
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