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Private Banker VP: Wealth Strategy
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-02-02
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth.
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