JPMorgan Chase
Private Client Banker - Mulholland Hwy and Freedom - Calabasas, CA
Calabasas, CA · Full-time · Posted Sep 23, 2026
- Experience
- 1+ year; licenses and registrations may be completed within 180 days of starting if not already held.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, provides tailored financial advice, and connects clients with specialists and self-service banking options.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources; deepen relationships and grow balances.
- Partner with financial specialists, set up self-service options, and follow banking policies and regulations.
What they ask for
- At least 1 year of branch banking banker or equivalent financial-services experience, with demonstrated client acquisition, relationship management, and revenue-generation success.
- Complete the SIE, FINRA Series 6/7, applicable state registration (including Series 63 or 66 if required), and Life licenses—or already hold them—within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings; comply with applicable regulatory requirements, including NMLS registration.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Pay
USD $22.50-$30.29 base salary
Tools
NMLS
Model-written summary · the original posting is authoritative