JOHN NEUWEILER
Bartonsville,Pennsylvania
Summary
Client-focused financial professional seeking relocation to the New York Metropolitan Area with experience serving high-net-worth individuals and small businesses, managing complex banking and investment relationships, and partnering with advisors to tailor comprehensive wealth solutions. Skilled in consultative conversations, discovery, and uncovering client needs across banking, lending, credit, and investment categories. Proven track record of growing books of business through proactive outreach, effective CRM management, and strong referral partnerships. Known for clear communication, and the ability to simplify complex financial concepts. Holds Series 7, Series 66, and Life & Health Insurance licenses, with a strong foundation in investment products, retirement planning, and client relationship development.
Overview
2
2
years of professional experience
3
3
Certification
Work History
Private Client Banker
JPMorgan Chase
03.2025 - Current
- Serve as the primary relationship manager for high-net-worth and emerging affluent clients, delivering tailored banking, lending, credit, and investment solutions aligned with short- and long-term financial goals.
- Conduct detailed client needs assessments with the goal of identifying opportunities to drive company growth and deepen new and existing relationships within JPMorgan Chase's lines of business.
- Partner closely with J.P. Morgan Advisors and internal product specialists to connect clients with holistic wealth strategies and long-term planning resources.
- Drive business growth through proactive outreach, disciplined book and CRM management, and strategic referral partnerships across the branch network and broader market.
- Support small business owners with customized banking solutions, cash-flow optimization strategies, and access to credit products that help manage and expand their operations.
- Responsible for $12,000,000 and counting in assets under management and/or 'new money relationships' to J.P. Morgan Wealth Management by providing a consultative, client-focused experience.
- Clearly present complex financial concepts and product information, ensuring clients understand solution benefits, risks, and suitability.
- Maintain rigorous compliance with internal controls, operational standards, and all regulatory requirements.
- Coach fellow bankers and team members on effective client discovery techniques, helping them ask stronger questions, uncover deeper needs, and confidently position clients for potential Private Client onboarding.
Junior Financial Advisor
Prudential Financial
04.2024 - 03.2025
- Earned Series 7, Series 66, and Life & Health Insurance licenses, developing strong technical knowledge across regulatory elements, investment products, annuities, and protection strategies.
- Conducted discovery meetings and gathered precise financial information to identify client needs across Prudential's cornerstones of financial planning; Cash management & Liabilities, Protection, Investments, and Tax & Estate Planning Strategies.
- Supported senior advisors in delivering holistic financial planning, portfolio analysis, and insurance solutions for a diverse client base.
- Assisted in creating financial plans and recommendations, including asset allocation strategies, retirement projections, and insurance coverage evaluations
- Managed client outreach, follow-up communications, and appointment scheduling to better the overall advisory experience.
- Ensured all documentation, and client interactions met regulatory and compliance standards.
Internal Audit Intern
Leigh Valley Health Network
06.2023 - 08.2023
- Assisted in performing audit procedures and identifying operational efficiencies alongside senior associates to ensure compliance of laws and regulations and protection of assets.
- adjusted duplicate payments within the fiscal year, recovering $150,000,000 in assets for the company.
- Documented findings and assisted in writing detailed reports with actionable recommendations.
- Gained hands on experience with the development of audit programs to test effectiveness of controls, ensuring adherence to internal policies and regulations.
- Collaborated with cross-functional teams to ensure accurate documentation of financial transactions.
Education
Bachelor of Science - Finance
Bloomsburg University of Pennsylvania
Bloomsburg, PA08-2024
Skills
- Client Acquisition
- HNW Relationship Management
- Discovery & Fact-Finding Conversations
- Pipeline & Book Management
- Retirement & Income Planning
- Mutual Funds & Managed Accounts
Certification
- Asset & Portfolio Management Certificate - Wharton Online, In Progress
- General Securities Representative - Series 7, CRD: 7963641
- Uniform Combined State Law - Series 66, CRD: 7963641
- PA Life, Accident, and Health - License Number: 1219055
Timeline
Private Client Banker
JPMorgan Chase
03.2025 - Current
Junior Financial Advisor
Prudential Financial
04.2024 - 03.2025
Internal Audit Intern
Leigh Valley Health Network
06.2023 - 08.2023
Bachelor of Science - Finance
Bloomsburg University of Pennsylvania