JPMorgan Chase
Private Client Banker - (New Build) - Walpole, MA
Walpole, MA · Full-time · Posted Oct 13, 2026
- Experience
- 1+ year; equivalent experience in financial services accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch customers, providing tailored advice, connecting clients with specialists, and acquiring new customers.
What you'll do
- Manage client banking relationships through an advice-based approach and recommend suitable products and services.
- Connect customers with financial specialists and help them set up self-service banking options.
- Acquire new clients through referrals and internal and external sources while following banking policies and regulations.
What they ask for
- At least 1 year of branch banking banker or equivalent financial services experience, including success in client acquisition, relationship management, and revenue generation.
- Securities Industry Essentials (SIE), FINRA Series 6/7, applicable state registration, and Life licenses, or completion within 180 days of starting.
- High school degree, GED, or foreign equivalent.
- Ability to work branch hours, including weekends and some evenings.
Nice to have
- College degree or military equivalent.
- Experience cultivating relationships with affluent clients.
Pay
$22.50-$30.29 USD base salary
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative