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Wealth Management Banking & Finance

Senior Private Banker - Wealth Strategy Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a Private Banker in Charlotte, NC. In this role, you will advise clients on wealth management, focusing on building and preserving their financial assets. The ideal candidate has a Bachelor's degree, licensing in Series 7 and 66, along with a minimum of six years in private banking. This position emphasizes relationship management and client-focused solutions.

Competitive compensation and comprehensive benefits are included.
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Position Requirements
10+ Years work experience
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