7 banking advisor jobs at 5 companies in Jupiter, FL
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Financial Advisor (Private Wealth)
West Palm Beach, Florida, United States
OnsiteFull Time
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOE10+ years banking/financial services experience; college degree preferred (finance/business); strong knowledge of consumer and commercial loan documents, federal/state banking regulations, Microsoft Office; excellent communication and analytical skills; NMLS/FINRA may be required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOEUndergraduate degree required; 3+ years customer-facing sales experience in investment/insurance/real estate/private banking/wealth management; HNWI experience and international networks preferred; strong communication, negotiation, research skills; Microsoft Office and CRM proficiency.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending/retail banking experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, bachelor's or equivalent experience, strong communication and sales skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending/retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC, strong communication and consultative skills, NMLS registration required, Bachelor's or equivalent experience preferred.
National Mortgage Licensing System and Registry (NMLS), Windows
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProviding client service support for financial advisors, operating enterprise platforms, promoting banking solutions, and delivering accurate client materials; 1+ year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Kestra Financial: Wealth management platform for independent financial professionals and advisors.
Experience supervising or mentoring trust staff; background in private banking, wealth management, or estate settlement; deep knowledge of trust account administration, specialized assets, policy development, budgeting, and client/advisor relations.