Investment Specialist Associate — Private Banking Growth

JPMorganChase; Fort Worth (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A global financial institution in Fort Worth, TX, seeks an Investment Specialist to support client investment reviews and develop recommendations. The ideal candidate holds a Bachelor’s degree and relevant licenses, possesses capital markets experience, and has strong analytical and communication skills. Responsibilities include assisting with investment policy statements and building relationships. The firm offers a competitive total rewards package, comprehensive healthcare, and various employee benefits.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required.
• Capital markets or institutional brokerage experience.

Responsibilities

• Support investment reviews with clients.
• Prepare recommendations of appropriate investment products.
• Build excellent working relationships with internal clients.

Skills

Analytical skills

Communication skills

Problem-solving skills

Ability to multi-task

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

A global financial institution in Fort Worth, TX, seeks an Investment Specialist to support client investment reviews and develop recommendations. The ideal candidate holds a Bachelor’s degree and relevant licenses, possesses capital markets experience, and has strong analytical and communication skills. Responsibilities include assisting with investment policy statements and building relationships. The firm offers a competitive total rewards package, comprehensive healthcare, and various employee benefits.