Investment Strategy & Client Relations Associate

JPMorgan Chase & Co.; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Fort Worth, Texas, is seeking an experienced Investment Specialist to support clients in achieving their investment goals. The ideal candidate will have a Bachelor's degree, relevant licenses, and the ability to manage multiple priorities effectively. Responsibilities include preparing investment recommendations, assisting with policy statements, and maintaining strong client relationships. Join a talented team at a respected bank committed to professional growth and client success.

Qualifications

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

Responsibilities

• Support investment reviews with clients to validate their investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements.

Skills

Excellent communication skills

Strong analytical skills

Ability to multi-task

Problem-solving skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

A leading financial institution in Fort Worth, Texas, is seeking an experienced Investment Specialist to support clients in achieving their investment goals. The ideal candidate will have a Bachelor's degree, relevant licenses, and the ability to manage multiple priorities effectively. Responsibilities include preparing investment recommendations, assisting with policy statements, and maintaining strong client relationships. Join a talented team at a respected bank committed to professional growth and client success.