Private Bank Investment Advisor

JPMorgan Chase; Fort Lauderdale (FL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in the U.S. Private Bank seeks an Investment Professional to support investors, manage client relationships, and coordinate with internal teams while handling confidential Private Banking data.

The role requires Series 7/66 and Insurance licenses (or eligibility to obtain within 90 days), a Bachelor’s degree, and 1+ year of relevant experience with strong Excel/PowerPoint skills. This is a on-site private banking position located in Fort Lauderdale, FL.

Qualifications

• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required or must obtain within 90 days
• 1+ years of industry related experience
• Strong follow-up and follow-through skills
• PowerPoint and Excel proficiency

Responsibilities

• Consult on and execute brokerage trades, advise on trade execution and update accounts
• Create mandates for discretionary accounts
• Monitor risk metrics and workload with team leadership
• Submit and monitor fee schedules and billing
• Manage Alternatives documents with clients and internal teams

Job description

JPMorganChase in the U.S. Private Bank seeks an Investment Professional to support investors, manage client relationships, and coordinate with internal teams while handling confidential Private Banking data.

The role requires Series 7/66 and Insurance licenses (or eligibility to obtain within 90 days), a Bachelor’s degree, and 1+ year of relevant experience with strong Excel/PowerPoint skills. This is a on-site private banking position located in Fort Lauderdale, FL.