Private Client Banker - Glastonbury, CT
JPMorgan Chase & Co.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Private clientAfternoon shift
$22.61 - $37.67 per hour
...customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based... ...experience will inform their specific compensation. Location Glastonbury, Connecticut, United States of America M&T Bank Corporation...SuggestedHourly pay$25 - $38.46 per hour
...Location: 2510 Main Street - Glastonbury, Connecticut 06033 Job Summary Be a problem solver, trusted advisor, and partner... ...the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus...Private clientHourly payWork experience placementFlexible hoursDay shift$20.55 - $34.25 per hour
...candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Glastonbury, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities...SuggestedHourly pay- Day Pitney's Private Client Department is seeking an associate with 3 to 4 years of trusts and estates experience to join our nationally recognized, expanding practice in our West Hartford, CT office (we also have an open position for our Stamford, CT office). Ideal candidates...Private clientWork at officeRemote workFlexible hours2 days per week
- Job Description You will liaise with clients and potential clients, manage budgets and... ...projects for CDOT, local municipalities and private clients. You will regularly interact... ...when in the office, will work from our Glastonbury, CT office. MUST HAVE A P.E. (PROFESSIONAL...Private clientFor subcontractorWork at officeLocal area
$38.25k - $59k
...Relationship Banker, Silver Lane, CT Santander is a global leader and innovator in the financial services industry. We believe that our employees... ...customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored...Hourly payContract workWork experience placementWork at officeAfternoon shift$124k - $165k
...nimble enough to remain responsive to client needs yet large enough to offer exceptional... ...when in the office, will work from our Glastonbury, CT office. The Impact You Will Have... ...developmentprojects for municipal, public, and private clients Establish project goals and...Private clientWork experience placementWork at officeLocal areaImmediate start$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT Hartford, CT, United States Job Information Job Identification: 210673561 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 10/02/2025, 03:00 PM Locations: Hartford...Private clientFull time- ...nimble enough to remain responsive to client needs yet large enough to offer exceptional... ...when in the office, will work from our Glastonbury, CT office. The Impact You Will Have Manage... ...for municipal, public, and private clients Establish project goals and milestones...Private clientWork at officeLocal areaImmediate startWork from homeRelocationVisa sponsorshipFlexible hours
- JPMorgan Chase & Co. seeks a Private Client Banker in South Glastonbury, Connecticut, to be the primary contact for affluent clients and manage their banking relationships. You will deliver tailored financial advice, solicit referrals, and ensure adherence to banking regulations...Private clientFlexible hours
$70k
...Founded in 1879, DOC (Daniel O'Connell's Sons) is a trusted construction management and general contracting firm serving public and private clients across the Northeast and Florida. We bring together expertise in building and heavy/civil construction to deliver complex, high...Private clientContract workFor subcontractorFlexible hours- Day Pitney LLP is seeking an associate in its Private Client Department with 3 to 4 years of experience in trusts and estates to join our West Hartford, CT office. Ideal candidates will have a strong background in high net worth trust and estate planning. The firm offers...Private clientWork at officeRemote work
$84.2k - $130k
...responsibility for business development and client retention within that portfolio. This... ...Boston, Massachusetts, or Guilford or Glastonbury, Connecticut. Your Impact: Manage... ...Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive...Private clientHourly pay3 days per week1 day per week- BCG Attorney Search is seeking a Private Client International Trusts & Estates Planning Associate in Hartford, CT. The ideal candidate should have at least 4 years of experience in international estate planning for high-net-worth clients, involving cross-border tax planning...Private client
- KeyCorp in Manchester, CT is seeking a Private Client Advisor to focus on our Mass Affluent client base, providing investment solutions for clients with $250,000 to $2 million in investable assets. The Advisor will be responsible for growing new client relationships and...Private clientFull time
$20.67 - $31.25 per hour
...Personal Banker Location: 2510 Main Street - Glastonbury, Connecticut 06033 *This is a Hire Ahead role and will require flexibility to work at all any... ...in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...Hourly payWork experience placementDay shift$80k - $150k
KeyCorp in Hartford, CT, is seeking an Associate Relationship Manager to effectively manage client relationships in line with their financial needs and aspirations. The role involves up to 350 clients, focusing on maintaining and expanding these relationships through proactive...Private client- J.P. Morgan Chase in Hartford, CT is looking for a Private Client Advisor to provide comprehensive financial planning and advice to a diverse client base. The role emphasizes building relationships and delivering tailored investment solutions while ensuring diversity and...Private client
$51.8k - $85k
...at the center of delivering exceptional client experiences. This position partners closely... ..., Guilford, Connecticut, or Glastonbury, Connecticut offices. Your Impact:... .... Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive...Private clientHourly pay3 days per week1 day per week- Job Overview A law firm seeks a Private Client International Trusts & Estates Planning Associate with a minimum of 4 years of experience in international... ...individuals and companies. This position is based in Hartford, CT. The ideal candidate will have experience in cross-border tax...Private clientWork at officeRemote workOverseas
- Work Location: Glastonbury, Connecticut, United States of America Hours: 40 Pay Details: $22.00 - $27.75 USD TD... ...partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents...Full timeWork experience placementWork at officeLocal areaWork from homeFlexible hoursAfternoon shift
- Quality Talent Group seeks motivated bankers to join their Consumer, Small, and Business Banking division in South Glastonbury, Connecticut. This opportunity offers comprehensive benefits, including health, dental, and vision coverage, alongside career advancement in a...
- Quality Talent Group is seeking candidates for a banking position with a leading financial services firm in Glastonbury, Connecticut. This role involves building strong customer relationships, assisting with account openings, and ensuring compliance with banking policies...Bank staff
$65k - $80k
...how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.... ...America) Hours Per Week 40 Pay Transparency details US - CT - Avon - 240 W Main St (CT2113), US - CT - Glastonbury - 211 New London Tpke (CT2174), US - CT - Guilford...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- Financial Advisor - Hartford County, CT page is loaded## Financial Advisor - Hartford County, CTlocations: CT - Hartford: CT - Stamfordtime... ...Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.* Develop and maintain genuine...Local area
- Relationship Manager - West Hartford, CT page is loaded## Relationship Manager - West Hartford, CTlocations: West Hartford, CTtime... ...will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client...Work at office
$200k
...PA) Manchester Memorial Hospital – Greater Hartford, CT Live in West Hartford, Glastonbury, or Farmington We are is seeking an experienced Emergency... ...rated public school systems and access to respected private school options Family-friendly suburban...Live inShift workNight shift- JPMorgan Chase in Hartford, CT is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. You will support a diverse range of clients, from those just starting to save to those with significant wealth, ensuring...Private client
$125k - $155k
...nimble enough to remain responsive to client needs yet large enough to offer exceptional... ...with state DOTs, municipalities, and private clients to design and deliver roadway... ...Location This position is based in Glastonbury, CT, with the option to sit in Boston, MA,...Private clientWork experience placementWork at officeLocal areaImmediate start
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