U.S. Private Bank - Private Banker - Vice President
Chase
Private BankerWe 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 ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect 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 approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresRequired Qualifications, Capabilities, and SkillsSix plus years of work experience in Private Banking or Financial ServicesBachelor's Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven sales success and strong business acumenStrong community presence with an established networkExperience or demonstrated understanding of investments, wealth planning, credit and banking conceptsFocuses on the client experience and works tirelessly on the client's behalfPreferred Qualifications, Capabilities, and SkillsMBA, JD, CFA, or CFP preferredProactive, takes initiative, and uses critical thinking to solve problemsDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real EstateAbout UsJPMorganChase, 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/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
- ...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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
- ...Private Banker 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...SuggestedTemporary workWork experience placementLocal area
- ...Tulsa -TUL Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...and each other. Join us as a Personal Banker and kickstart your career with our industry...SuggestedLocal area
- ...partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships....SuggestedLocal areaFlexible hours
- ...of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You...SuggestedLocal areaFlexible hours
$119.7k - $149.6k
...related field, preferably for a non-profit, government agency or private financial institution. Advanced degree preferred. Must have a valid... ...-9 information to confirm that you are authorized to work in the U.S. EQUAL EMPLOYMENT OPPORTUNITY CLAUSE THA is an Equal...Work at officeFlexible hours- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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- ...SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and... ...must have thorough knowledge and familiarity of First Fidelity Bank’s accounts and products, a genuine interest in our clients, and...Work experience placementFlexible hoursRotating shift
- ...Relationship Banker At Mabrey Bank, you'll do more than process transactions — you'll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience across personal banking, customer service, and...Full timeMonday to Friday
- ...Vice President of Finance About the Company Growing private equity-backed agricultural crop input manufacturer with a differentiated product portfolio. Industry Chemicals Type Privately Held, Private Equity-backed About the Role The...Seasonal work
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
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...alliances that strengthen CareATC’s employer-sponsored health center model and support sustainable growth. The role is remote within the U.S., includes approximately 50% travel, and offers a salary range of $170,000 - $180,000 based on experience and internal equity.At...Full timeLocal areaRemote work- ...Overview Founded in 1894, The University of Tulsa (TU) is a private research and doctoral-granting institution located in a vibrant... ...relationships across all constituent-facing units. The Vice President will be a highly visible executive in one of America’s most vibrant...Local area
$150k - $160k
...firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique... ..., anywhere. Click here to learn more about EFI Global. The Vice President Business Development is a senior growth leader responsible...Work at officeLocal areaFlexible hours- ...Senior Vice President of Operations About the Company Private equity-backed mechanical services platform delivering HVAC, plumbing, electrical, and piping solutions. Industry Construction Type Privately Held, Private Equity-backed About the Role...
- ...Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial...Rotational programWork experience placementWork at office
- ...Vizient is seeking a Vice President, Regional Leader (VPRL) to drive sustained client value, profitable growth, and market leadership in the U.S. northeast region by translating analytics and spend insights into compelling narratives for health system C‑suite leaders....
- ...of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You...Local areaFlexible hours
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma... .... Summary You're an experienced mortgage banker with an established client base who isn't...Minimum wageWork at officeLocal area
- ...meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the... ...creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This...Temporary workShift work
- ...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
- ...to join our team – and stay here.Brink’s U.S., a division of Brink’s, Incorporated, is... ...backbone of modern finance by connecting banks and businesses around the world with solutions... ...and businesses in both public and private sectors. We deliver the currency of the world...Casual workWorldwide
- ...with client goals. Conduct periodic client reviews and adjust portfolios as needed. Prioritize client interests and cross-sell bank products when appropriate. Build and maintain relationships through networking and community involvement. Participate in the...Work at office
$20 - $24.95 per hour
...find financial solutions for life. Job Title: Relationship Banker The Relationship Banker will primarily focus on product... ...product advice, clear and concise directions on using self-service banking solutions, transacts business accurately and provides account...Hourly payMonday to FridayNight shift$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- ...financial services experience will prepare you for this role* Banking, insurance, or financial experience is an excellent addition to... ...effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and...Full time
- ...The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing...
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