U.S. Private Bank - Private Banker - Associate
Company: JPMorganChase
Location: Fort Worth
Posted on: April 2, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
U.S. Private Bank. If you have an entrepreneurial mindset and are
looking to constantly challenge yourself, J.P. Morgan is the place
for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
a Private Banker Associate in the U.S. Private Bank, you are
responsible for providing support to a Senior Banker in all facets
of managing their books of business. You will play a key role
assisting a Senior Banker in new client acquisition and retention
through a broad knowledge of investments, banking, trust services
and financial planning. Your primary goal is to enhance client
experience and assist our resources with delivering a complete
wealth management solution to clients. Job Responsibilities Provide
leverage to the Senior Banker on daily client priorities Support
the Senior Banker during the sales process and ongoing client
management, which includes reviewing and building pitch books,
coordinating information, communicating with clients and executing
on client needs Support the Senior Banker on client hierarchy and
pipeline management Assist the Senior Banker in the sale of
investments, banking and trust services including, but not limited
to: asset allocation on structured portfolios, managed portfolios,
brokerage accounts, portfolio reviews, deposit and loan solutions,
basic trust and estate products, and identification of wealth
planning opportunities Required Qualifications, Capabilities, and
Skills Bachelor’s Degree required Series 7 & 66 licenses required
for position; unlicensed candidates considered, but required to
obtain licenses within 90 days of start date Sales/origination
experience Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or
CFP preferred Excellent communication skills Strong analytical and
quantitative skills Ability to multi-task and manage priorities
effectively Ability to learn proprietary software and databases;
ability to master wealth planning software, including Planning
Station modules, WA models, MAPS/CHART (as appropriate)
Keywords: JPMorganChase, Rowlett , U.S. Private Bank - Private Banker - Associate, Accounting, Auditing , Fort Worth, Texas
