Private Client Banker - Framingham Area, MA

Location: Framingham, MA, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in the Framingham Area, MA, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Client segment. This position involves serving as the dedicated advisor for a select group of high-net-worth individuals and families, helping them navigate complex financial landscapes with personalized strategies. You will leverage JPMorgan Chase's world-class resources, including advanced investment research and digital tools, to build lasting relationships and drive client success in a dynamic branch environment. Your day-to-day responsibilities will include conducting in-depth financial reviews, recommending tailored solutions such as investment portfolios, lending options, and estate planning, while ensuring all interactions align with our commitment to ethical standards and regulatory compliance. In the Framingham market, you will actively engage with the local community to identify opportunities for growth, collaborating with branch colleagues to provide holistic banking experiences. This role demands a proactive approach to client acquisition and retention, utilizing data-driven insights to anticipate needs and exceed expectations in a competitive financial services landscape. JPMorgan Chase values diversity and inclusion, offering a supportive culture where your professional growth is prioritized through ongoing training and career advancement opportunities. Joining our team in Framingham means contributing to a legacy of excellence while benefiting from competitive compensation and comprehensive support. If you are passionate about finance and client-centric service, this position offers the chance to make a meaningful impact within one of the world's most respected institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions tailored to their unique needs
• Conduct comprehensive financial planning discussions, including investment strategies, retirement planning, and wealth preservation for high-net-worth individuals
• Prospect and acquire new clients within the Framingham area through community engagement, referrals, and branch interactions
• Collaborate with branch teams to deliver seamless banking experiences, including deposit, lending, and credit products
• Monitor client portfolios and market conditions to recommend adjustments using JPMorgan Chase's investment research and tools
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Build and maintain strong relationships with internal partners such as investment advisors and mortgage specialists
• Drive client satisfaction by resolving issues promptly and exceeding service expectations
• Participate in local networking events to enhance JPMorgan Chase's presence in the Framingham market

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, preferably in client-facing roles such as banking or wealth management
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Valid Life, Accident, and Health insurance license, or ability to obtain promptly
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Ability to work in a branch setting and travel within the Framingham area as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• 3+ years of experience in private banking or serving high-net-worth clients at a major financial institution
• Familiarity with JPMorgan Chase's proprietary tools and platforms for client portfolio management
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Framingham community
• Experience in sales and business development within the financial services sector

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and business development
• Knowledge of investment products and securities
• Regulatory compliance (FINRA, SEC, etc.)
• Risk assessment and credit analysis
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organizational skills
• Empathy and customer service orientation
• Analytical thinking for financial planning
• Negotiation and consultative selling
• Team collaboration and leadership
• Adaptability to market changes and client needs

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5% of eligible pay
• Paid time off including vacation, sick days, and 16 weeks of paid parental leave
• Professional development opportunities through JPMorgan Chase's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Massachusetts residents

JP Morgan Chase is an equal opportunity employer.