Private Bank Investment Advisor

JPMorganChase; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More

Job summary

JPMorganChase's U.S. Private Bank in Cleveland seeks talented professionals to deliver first-class client experiences. You will collaborate with teams across markets to provide tailored financial solutions and proactive service.

The role requires securities licenses or commitment to obtain them, a bachelor's degree, and at least one year in the industry, with strong Excel and PowerPoint skills to support client advisory work.

Qualifications

• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• One+ years of industry-related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Consult on and execute brokerage trades, including advising clients and placing trades.
• Create mandates for discretionary accounts and monitor activity.
• Review risk metrics and coordinate with Team Leader on workload and exceptions.
• Submit and monitor fee schedules and billing processes.
• Manage Alternatives documents with clients to ensure completion.

Skills

Series 7 licenses

Series 66 licenses

Insurance licenses

Exceptional follow-up

PowerPoint expertise

Education

Bachelor's Degree

Tools

Excel

PowerPoint

Job description

JPMorganChase's U.S. Private Bank in Cleveland seeks talented professionals to deliver first-class client experiences. You will collaborate with teams across markets to provide tailored financial solutions and proactive service.

The role requires securities licenses or commitment to obtain them, a bachelor's degree, and at least one year in the industry, with strong Excel and PowerPoint skills to support client advisory work.