Job Details

Wealth Management

Company name

JPMorgan Chase & Co,

Organization Type


Job Type


Date Last Verified

Oct 18,2018

Posted on

Jun 13,2018

Years of Experience

Min 6 yrs required


Nashville, TN
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Management The candidate will be responsible for advising families on building, preserving and managing their wealth. Will 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. Drive 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 and clients across all lines of business of firm. 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 measure. Energetic and entrepreneurial business builder who thrives and excels in a competitive industry. Must have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Should have experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Should have 6+ years of work experience; Private Banking or Financial Services industry preferred. Bachelor’s degree required; MBA, JD, CFA, or CFP preferred. Series 7 & 63 licenses required; unlicensed candidates considered but required to obtain licenses within 120 days of start date.

Company info

Hiring Coordinator
JPMorgan Chase & Co,
383 Madison Avenue
New York City, NY 10179

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