U.S. Private Bank

1 week ago

Nashville, United States JPMorgan Chase Bank, N.A. Full time

U.S. Private Bank - Private Banker - Executive Director or Vice President

Mar 06, 2024 Accounting

Executive

Finance

Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job 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 Required Qualifications, Capabilities, and Skills 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 Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

#J-18808-Ljbffr

  • Private Client Manager

    1 day ago

    Nashville, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Manager, Private, Client Relations, Relationship, Client, Banking, Business Services

  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Nashville, United States Selby Jennings Full time

    As a Private Equity Associate, you'll play a pivotal role in the firm's investment process, from deal origination to execution and portfolio management. You'll conduct thorough financial analysis, market research, and due diligence to assess investment opportunities, helping the firm make informed decisions about potential acquisitions or investments....

  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 6 days ago

    Nashville, United States Selby Jennings Full time

    As a Private Equity Associate, you'll play a pivotal role in the firm's investment process, from deal origination to execution and portfolio management. You'll conduct thorough financial analysis, market research, and due diligence to assess investment opportunities, helping the firm make informed decisions about potential acquisitions or investments....

  • Private Equity Associate

    5 days ago

    Nashville, United States Selby Jennings Full time

    As a Private Equity Associate, you'll play a pivotal role in the firm's investment process, from deal origination to execution and portfolio management. You'll conduct thorough financial analysis, market research, and due diligence to assess investment opportunities, helping the firm make informed decisions about potential acquisitions or investments....

  • Private Equity Associate

    Found in: Appcast US C2 - 6 days ago

    Nashville, United States Selby Jennings Full time

    As a Private Equity Associate, you'll play a pivotal role in the firm's investment process, from deal origination to execution and portfolio management. You'll conduct thorough financial analysis, market research, and due diligence to assess investment opportunities, helping the firm make informed decisions about potential acquisitions or investments....

  • Private Client Officer

    1 week ago

    Nashville, United States CareerBuilder Full time

    Job Purpose: The primary focus of a Private Client Officer is to provide exceptional service to clients and to create an experience that goes above and beyond that of the traditional banking atmosphere. We believe in having open, honest, and genuine conversations with our clients to make sure we are helping them to make the right financial decisions for...

  • Portfolio Manager III

    Found in: beBee S US - 14 hours ago

    Nashville, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Tax Managing Director, Private Client Services

    7 days ago

    Nashville, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives,...

  • Private Equity Associate

    3 weeks ago

    Nashville, United States Selby Jennings Full time

    An operationally focused LMM Generalist PE shop is looking to add on an Associate to their team for their summer 2024 class. The firm pays a competitive compensation for the Nashville region, an ability to move up within the company, and the chance to work for a firm that prides itself on its culture. The ideal candidate for this role would ideally have 2...

  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Nashville, United States Selby Jennings Full time

    An operationally focused LMM Generalist PE shop is looking to add on an Associate to their team for their summer 2024 class. The firm pays a competitive compensation for the Nashville region, an ability to move up within the company, and the chance to work for a firm that prides itself on its culture. The ideal candidate for this role would ideally have 2...

  • Tax Managing Director, Private Client Services

    Found in: Careerbuilder One Red US C2 - 3 days ago

    Nashville, TN, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

  • Senior Wealth Strategist/ Planner

    2 weeks ago

    Nashville, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex...

  • Sales Development Representative

    3 weeks ago

    Nashville, United States U.S. Retirement & Benefits Partners Full time

    U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million...

  • Sales Development Representative

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Nashville, United States U.S. Retirement & Benefits Partners Full time

    U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million...

  • Construction Litigation Associate

    1 week ago

    Nashville, United States Adams and Reese Full time

    Job DescriptionJob DescriptionAdams and Reese is seeking a senior-level associate with 3-6 years of experience in construction litigation. This position requires managing a file from intake to trial/arbitration independently with minimal oversight. The ideal candidate will be a self-starter with strong academic credentials. Tennessee law license required....

  • Litigation Associate

    2 weeks ago

    Nashville, United States Adams and Reese Full time

    Job DescriptionJob DescriptionAdams and Reese seeks a litigation associate with 2-5 years of experience. The candidate should have prior litigation experience, preferably in commercial and complex litigation. The candidate should have excellent written and oral advocacy skills, including conducting and defending depositions and drafting discovery and...

  • Physical Medicine

    5 days ago

    Nashville, United States HCA Physician Recruitment Full time

    U.S. Physiatry is seeking an experienced Physical Medicine and Rehabilitation Physician to join their Acute Inpatient Rehab Program at TriStar Skyline Medical Center.Qualified Candidates:- Board certified or board eligible in PM&R- Inpatient rehabilitation experience is preferred- Awareness of CMS rehab regulations, CARF, and Joint Commission standards-...

  • ENT Opportunity Available in Nashville

    1 day ago

    Nashville, United States The Curare Group Full time

    Community hospital in downtown Nashville is seeking an experienced general ENT physician. This position will be hospital-employed with full benefits and shared call. Be in the center of one of America's "it" cities with a reasonable cost of living. Nashville is a beautiful city with opportunities for serene, suburban living or a bustling, urban night life. ...

  • B2B Sales Representative

    Found in: beBee S US - 1 week ago

    Nashville, United States Paynada Full time

    With strategic partnerships, cutting-edge technologies, and a team of experts, we offer a diverse range of products and services, empowering businesses across the U.S. to seamlessly accept all payment types.Operating with the agility of a startup and backed by years of success and secure private financial support, we're dedicated to growing together and...

  • Full Time Neurology Physician

    Found in: beBee jobs US - 2 weeks ago

    Nashville, Tennessee, United States The Medicus Firm Full time

    $400k starting with additional bonusesPrivate practice neurologyJoin a growing and thriving neurology groupPartnership after year oneWelcome experience or training in reading EEGs, EMGs, Epilepsy/Stroke, and/or movement disordersAutonomy in your practice with great support staffAwarded the "Superior Performing Practice" by MGMATop Tier-2 Metro in U.S.Home to...