Senior Private Banker & Wealth Planning Advisor
aumniPhoenix, AZ
Senior Private Banker & Wealth Planning Advisor
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationAbout the role
JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Phoenix to advise families on wealth management, investments, and balance sheet optimization. You will work with a local team and leverage an institutional platform to provide bespoke financial strategies and exceptional client experiences.
The role emphasizes building a strong client network, meeting regulatory standards, and delivering holistic, goals-based planning across asset classes and credit needs.
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JOB OVERVIEW
Experience level
Senior
Location
Phoenix, AZ
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
7 days ago
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