JPMorgan Chase
U.S. Private Bank - Investment Professional
Nashville, TN · Full-time · Posted Sep 21, 2026
- Experience
- One plus years of industry related experience.
- Education
- Bachelor’s Degree required.
About the job
Provides daily investment and brokerage support to U.S. Private Bank Investors, helping manage client relationships, trades, account administration, and risk monitoring.
What you'll do
- Advise clients on and execute brokerage trades, review trade blotters, process corrections, and update accounts.
- Create discretionary account mandates; monitor exceptions and risk metrics with Client Advisors and the Team Leader.
- Submit and monitor fee schedules and billing, and manage Alternative investment documents with clients.
What they ask for
- Series 7, 66, and Insurance licenses, or obtain them within 90 days of start date; unlicensed candidates may be considered.
- Bachelor’s Degree.
- One plus years of industry related experience.
- PowerPoint and Excel expertise.
Nice to have
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC, or ability to learn proprietary software.
- Experience and interest in financial markets and concepts.
Tools
PowerPoint, Excel, Workstation, Connect, DDR/KYC
Model-written summary · the original posting is authoritative