JPMorgan Chase
U.S Private Bank - Private Banker, Senior Associate
$150K–$165K
Irvine, CA · Senior · Full-time · Posted Oct 19, 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 managing their wealth, develops holistic financial solutions, maintains client relationships, and acquires new clients and assets.
What you'll do
- Manage client relationships and provide targeted advice and an exceptional client experience.
- Acquire new clients and assets and deliver business results.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking, partnering with internal specialists as needed.
What they ask for
- Three or more years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree.
- Series 7, 66, and Insurance licenses; 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.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Pay
$150,000.00-$165,000.00 USD base salary
Model-written summary · the original posting is authoritative