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Senior Private Banker - Wealth Strategy
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-01-15
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences.
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Position Requirements
10+ Years
work experience
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