JPMorgan Chase
U.S. Private Bank – Private Banker – Associate
Philadelphia, PA · Full-time · Posted Mar 17, 2026
- Experience
- Three plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new business.
What you'll do
- Manage client relationships and deliver tailored advice and an exceptional client experience.
- Acquire new clients and assets, and advise on investments, wealth planning, credit, and banking.
- Partner with internal specialists to develop holistic solutions aligned with clients’ goals.
What they ask for
- Three plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain them within 90 days of start date.
- Proven sales success, strong business acumen, an established community network, and understanding of investments, wealth planning, credit, and banking.
Nice to have
- MBA, JD, CFA, or CFP.
Model-written summary · the original posting is authoritative