Investment Specialist - Private Bank Associate

JPMorgan Chase; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking an Investment Specialist in Miami to provide support for clients within the U.S. Private Bank. The role involves assisting with investment reviews, preparing product recommendations, and building relationships to aid in winning new clients.

Candidates must have a Bachelor's degree and possess Series 7, 66, and Insurance licenses. Strong communication and analytical skills are essential. The position offers competitive rewards and multiple benefits programs to support employee needs.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days.
• Capital markets or institutional brokerage experience preferred.

Responsibilities

• Support investment reviews with clients to validate current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.

Skills

Capital markets or institutional brokerage experience

Ability to multi-task and manage priorities effectively

Excellent communication skills

Strong analytical, quantitative, and problem-solving skills

Proficiency with Microsoft Office Suite

Education

Bachelor's degree

Series 7, 66 and Insurance licenses

Job description

JPMorgan Chase is seeking an Investment Specialist in Miami to provide support for clients within the U.S. Private Bank. The role involves assisting with investment reviews, preparing product recommendations, and building relationships to aid in winning new clients.

Candidates must have a Bachelor's degree and possess Series 7, 66, and Insurance licenses. Strong communication and analytical skills are essential. The position offers competitive rewards and multiple benefits programs to support employee needs.