Senior Private Banker & Wealth Advisor

Testing Site - JPMC; Nashville (TN); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth.

You will leverage investments, financial planning, credit, and banking knowledge to serve existing clients and attract new ones, supported by a strong institutional platform. The role requires a client-centric mindset, extensive industry knowledge, and the ability to collaborate with internal specialists to deliver holistic solutions across asset classes and

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets, both from existing client base and new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Relationship management

Sales acumen

Client-focused

Industry knowledge

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

J.P. Morgan’s U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth.

You will leverage investments, financial planning, credit, and banking knowledge to serve existing clients and attract new ones, supported by a strong institutional platform. The role requires a client-centric mindset, extensive industry knowledge, and the ability to collaborate with internal specialists to deliver holistic solutions across asset classes and