Private Wealth Advisor for High-Net-Worth Families

JPMorgan Chase & Co.; Nashville (TN); On-site; USD 110,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Nashville to advise families on building, preserving, and managing wealth.

You will leverage investments, credit, and banking expertise to serve current clients and attract new assets, collaborating with specialists to deliver holistic financial solutions. The role requires a minimum of six years in private banking or financial services, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or a plan to obtain

Qualifications

• Six+ years in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or to obtain within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience in investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships with trust and delivering exceptional client experience.
• Generate business results and acquire assets from existing and new clients.
• Advise clients on balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure solutions meet clients’ short, medium and long term goals.

Skills

Client relationships

Wealth management

Sales excellence

Licenses (Series 7/66 & Insurance)

Strong network in community

Education

Bachelor’s Degree

MBA, JD, CFA, CFP preferred

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Nashville to advise families on building, preserving, and managing wealth.

You will leverage investments, credit, and banking expertise to serve current clients and attract new assets, collaborating with specialists to deliver holistic financial solutions. The role requires a minimum of six years in private banking or financial services, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or a plan to obtain