JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President or Executive Director
$170K–$225K
Walnut Creek, 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 deliver targeted advice and solutions.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking.
- Generate business results and acquire new assets from existing and new clients.
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, or obtain them within 90 days of start date
- Proven sales success, strong business acumen, and experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts
Nice to have
- MBA, JD, CFA, or CFP
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Pay
$170,000.00-$225,000.00 USD base salary
Model-written summary · the original posting is authoritative