Senior Private Banker: Wealth Growth & Advisory

Next Frontier Capital; Nashville (TN); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

On-site health center

Job summary

JPMorgan Chase & Co. in Nashville, TN, is seeking an experienced Private Banker to advise high-net-worth clients on wealth, investments, credit and banking. You will manage relationships, generate new assets, and coordinate with internal specialists to deliver holistic financial solutions.

The role requires 6+ years in private banking, a bachelor’s degree, and Series 7/66 and insurance licenses (or ability to obtain within 90 days). A strong network and excellent client service are essential.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required; licenses (Series 7, 66, and Insurance) or able 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

• Advise families on building, preserving and managing wealth and balance sheets.
• Develop targeted solutions and deliver an exceptional client experience.
• Acquire new assets from existing clients and new business.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Ensure solutions align with clients' short-, medium-, and long-term goals.
• Adhere strictly to risk, regulatory and security policies.

Skills

Private banking

Relationship skills

Sales success

Licenses 7/66

Education

Bachelor's Degree

MBA preferred

Tools

CRM systems

Wealth management platforms

Job description

JPMorgan Chase & Co. in Nashville, TN, is seeking an experienced Private Banker to advise high-net-worth clients on wealth, investments, credit and banking. You will manage relationships, generate new assets, and coordinate with internal specialists to deliver holistic financial solutions.

The role requires 6+ years in private banking, a bachelor’s degree, and Series 7/66 and insurance licenses (or ability to obtain within 90 days). A strong network and excellent client service are essential.