JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President or Executive Director
$170K–$225K
Palo Alto, CA · Director · Full-time · Posted Jul 30, 2026
- Experience
- Six 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.
What you'll do
- Manage client relationships and provide tailored advice and solutions.
- Acquire new clients and assets, and advise on investments, wealth planning, credit, and banking.
- Partner with internal specialists and follow risk, regulatory, and security policies.
What they ask for
- Six plus 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.
- Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
USD $170,000.00-$225,000.00 base salary
Model-written summary · the original posting is authoritative