JPMorgan Chase
Private Client Banker - Audubon - New York, NY
New York, NY · Full-time · Posted Oct 16, 2026
- Experience
- 1+ year; equivalent experience in financial services accepted. Required registrations and licenses may be completed within 180 days of starting.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored financial advice, connecting clients with specialists, and acquiring new clients.
What you'll do
- Manage client banking relationships using an advice-based approach and recommend suitable products and services.
- Acquire clients through referrals and internal and external sources; connect customers with relevant specialists and self-service options.
- Follow banking policies, procedures, and regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial-services experience, with success in client acquisition, relationship management, and revenue generation.
- SIE, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses—or successful completion within 180 days of starting.
- High school degree, GED, or foreign equivalent; comply with Dodd Frank/Truth in Lending Act requirements.
- Ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience cultivating affluent-client relationships; strong team orientation.
Pay
USD 25.00-$32.69 base salary
Tools
SIE, FINRA Series 6/7, 63, 66, NMLS
Model-written summary · the original posting is authoritative