JPMorgan Chase
U.S. Private Bank - Private Banker - Associate
Orlando, FL · Full-time · Posted Oct 20, 2026
- Experience
- Three plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new business and assets.
What you'll do
- Manage client relationships and provide targeted advice and thoughtful solutions.
- Generate business results and acquire new assets from existing and new clients.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking, coordinating with internal specialists as needed.
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, and an established community network.
Nice to have
- MBA, JD, CFA, or CFP.
- Experience with equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Model-written summary · the original posting is authoritative