U.S. Private Bank - Investment Specialist - Associate

About the role

We are seeking 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. You will work alongside a team of talented colleagues from diverse markets, businesses, and functions, offering opportunities to advance your career. As an Investment Specialist, you will support investors in all facets of their daily business routine, helping bankers win new clients and deepen existing relationships.

Responsibilities

• Support investment reviews with clients to validate their current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales efforts with investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Requirements

• Bachelor’s degree required.
• Series 7, 66, and Insurance licenses required for the position; unlicensed candidates will be considered but must obtain licenses within 90 days of start date.
• Capital markets or institutional brokerage experience.
• Ability to multi-task and manage priorities effectively.
• Excellent communication skills.
• Strong analytical, quantitative, and problem-solving skills.

Preferred Qualifications

• Coachable professional with good "business sense" and an energetic/dynamic personality.
• Ability to work both independently and as a team player.
• Ability to adapt to a rapidly changing business and technology environment.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and internet/intranet, with the ability to learn proprietary software and databases.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, awarded in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.